UniPhi classifies all projects according to portfolio categories:
· Sectors
· Service lines
· Locations
· Project Types
· Lifecycle
Each of these categories may be defined by your Administrator to match your existing categorisation, or to better manage your project data within UniPhi. In addition, the categories can be configured to only be displayed within certain criteria, so that projects in the Residential sector may display different lifecycle phases than those in Retail (see the section below for a more detailed example). Once categories have been defined, all data henceforth is captured against the project, which already has the portfolio categories associated with it. In essence, these five filters are similar to five layers of a typical network folder structure as per below:
This means that document management in UniPhi is much more efficient than in other document management applications where the portfolio metadata would need to be selected and specified every time. In addition, UniPhi’s database structure enables the consolidation within a folder of all data therein (e.g. the number signed off Contract documents, versus those which are not signed off. Clearly something that is not achievable within a standard network folder structure).
Similarly the graph below, (found at Reporting > Charts), tells us the number of projects being undertaken across numerous sectors. It is also possible to display comparative fee and profit information against each of these sectors.
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