Within UniPhi, Resources can either be contacts (people or even just an email address) or assets. This section will focus on people as contacts. Each person’s details are entered into UniPhi via the Resource module as a Contact. Typically, a contact will also belong to a Site within an Organisation.
The information entered per contact can be captured to the level of detail that you have on the particular person and can therefore be very high level (simply a name), or at a more comprehensive and detailed level with email addresses, phone numbers, and position.
Organisations are categorised as Internal and External. An internal organisation will be your own company. Sites created within an internal company are typically physical site locations of your company. Logically, any resources associated with an internal organisation’s sites would be an employee of the internal organisation.
An external organisation may also have one or more sites, and contacts. Typically, these contacts will be people who are involved or associated with a project in UniPhi – e.g. Clients, Suppliers, Advisors, etc.
Once created, resource contacts can be assigned to UniPhi projects. Filtering for a specific project will present all resources assigned to that project.
Resources can be added or removed from a particular project, and their associated information (such as contact details) can be edited at any time.
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