UniPhi can tag projects with unlimited classifications (through the adding of project custom fields by your System Administrator). These classifications can then be used to perform portfolio reporting.
Standard filters across reports are typically include;
Sector
Sectors generally are market segments your business is looking to operate in.
Project Types
Project types can be linked to sectors and reflect the type of work being carried out (e.g. refurbishment projects versus new build projects in the Commercial Construction sector or Oil Rig versus Open Cut Mine in the resources sector or Classroom versus Library in the Education sector etc.).
Service Line
The service line filter enables portfolio reporting across services to see which service is growing, declining or stable. This has traditionally been handled in a company’s chart of accounts. This is no longer required in UniPhi.
Location
The location filter needs to be put into the context of your business. Is it the project location, the office location or an area representing a location (e.g. a mine site). If all of the above need to be measured and reported then additional project location custom fields will need to be added by your system administrator. There are two levels to locations.
The first is the specific location (e.g. a city or site) and the second is a grouping of locations into regions (e.g. a State). Selecting a location aggregates data across all projects either being managed by the office in that location or where projects are located. Selecting a region aggregates all projects that have locations within that region.
Lifecycle
The lifecycle filter is the most important filter in the UniPhi platform. It is the key piece of functionality controlling a stage gate approach to projects. Each phase represents a hold point for approval. This is where the project will seek approval to proceed based on reaching some key milestone.
For example reaching a front end loaded index greater than 1 in a new mine or a net present value greater than 0. Lifecycle phases can be grouped into pre-sale and post-sale phases. This then enables UniPhi to group potential versus committed revenue as well as analysing win/loss ratios for bids made.
Format
This enables you to view the report in a variety of ways so you can export into other applications and send data to external sources who do not have a UniPhi licence.
· HTML
· CSV
· Excel
· TIFF
Other filters available and generally located in the financial reports are;
· Financial Year – enables selection of past and current financial years
· Cost Budget Version - selects the cost budget version you would like to display as you can have multiple versions in UniPhi as cost budgets are base lined and updated over time
· Revenue Budget Version – selects the revenue budget version you would like to display as you can have multiple versions in UniPhi as budgets are base lined and updated –enables a comparison over
· Display –displays Gross or Net Sales
· Period – displays financial period of twelve months for example Feb2011/Feb 2012
· Currency – displays currencies selected
· Chart of Accounts - displays chart of accounts selected
· Cost Codes – displays project cost codes
· Internal Revenue Codes – displays internal Revenue codes
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