UniPhi is comprised of modules, such as Documents, Issues and Risks that are viewed using filters. The modules are shown across the top of the browser window and can also be access from the “hamburger” menu (º).
The filters are accessed by selecting the filter modal (3 line triangle) on the right of the browser window. This opens the Portfolio Filters card. Filters are used to select a wide range of options such as Sector, Project Type and Location. The View filter is the most important in relation to documents in UniPhi as it changes the context of what is viewable in the Documents module.
· My Portfolio option selected; the Documents module will display documents associated with each of the projects that you are working on.
· Portfolio option selected; the Documents module will display the full list of all documents across your entire organisation. Portfolio view is only available to Program Manager and Administrator licenced users.
· Parent Project Only option selected; the Documents module will only display documents from the parent project, excluding any sub, child projects.
· Show Child Projects option selected; the Documents module will display the full list of documents across both child and parent projects.
Once you have selected the appropriate view you can quickly and easily locate a specific document, or a group of documents according to your requirements. This ability to quickly search your entire project or portfolio for specific documents is one of the key features of UniPhi, and one of the major benefits when compared to using traditional network folder storage technologies. With the correct context in mind, you can view the documents according to the filters that are relevant for your search.
UniPhi uses security permissions that are set at the document template level based on user licence levels. These security settings are established and maintained by your system administrator, and in effect mean that certain documents will not be visible to certain licenced users.
For example: Contract documents may be restricted to Program Manager licence, meaning that Team Members will not be able to see any contract document
Comments