The Revenue can be phased by clicking on the Manual Phasing icon. The resulting screen will be displayed:
The above view presents the Depth level of All. The Depth filter displays the phased budget to be presented at the desired level. This is a useful way to hone in on a particular budget level. For example viewing a budget phase at Level one will show a high level summary view of the phased budget, whereas selecting the All level will include each depth level, and any corresponding contract values. (See Contract Phasing for more info)
The Phase filter gives the user the option of specifically phasing either the Actual/Forecast Revenue, the Budget Revenue, or both.
Phasing can be done via a number of methods, including linear, monthly, annually, or according to an s-curve algorithm. To perform an auto phase, press the Auto Phasing view.
The Global Options panel allows user to select the following:
Auto Phase – Select whether the Budget or Forecast is to be phased.
Phasing Method – UniPhi allows users to phase according to various methods.
Benchmarking method phases the current budget according to actuals from previously completed projects. Alternatively a linear method such as Monthly, Quarterly, Half Yearly, and Yearly are available.
Once your phasing method has been selected you may choose to apply phasing to a particular lifecycle phase or simply phase at a global whole of project level. When phasing according to any of the options you will be presented with set of configurable phasing options.
If phasing via a linear method, you will specify the start and end dates:
If phasing via Benchmark method you will be presented with organisation specific custom fields that allow you to selectively choose projects of a similar size and nature. The projects that are displayed within this screen are those which have moved to a completed status in UniPhi.
Selecting the Manual phasing option allows you to specify how each line item is to be phased.
Once the phasing method has been selected, the fields for individual line items will be editable therefore the user is able to overwrite the Global Options at each individual line item.
When phasing Cost budgets you are also able to adjust the start date. In effect this retain all of the phasing that has been applied to your project to move backwards (project delay) or forwards (early commencement), without losing any of your information. You may also wish to shift the start dates of select line items, or to shift all phased costs.
Where a relationship exists between costs or Revenue line items, you can auto-phase accordingly. In the example below the Post Contract work is set to commence once the cost planning workshops have been completed. UniPhi will recognise this relationship and phase automatically.
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