How to Manually Phase Costs in UniPhi

Overview

Manual phasing is used when a user wants to directly control how a value is distributed across financial periods. This approach is commonly used when the timing of a cost or contract value is known and does not need to be calculated automatically.

Users enter values directly into the monthly columns for a line item. UniPhi then calculates the phased total and compares it to the line’s overall value, helping ensure the distribution is correct.

Step-by-Step: Manually phasing a cost

Select the relevant project using the portfolio filter dropdown.

Navigate to the Cost Module

Select the Phasing tab.

Choose the relevant Chart of Accounts.

Select the appropriate phase (for example Budget or Act/Fcst).

Locate the cost code you want to phase.

Enter values directly into the monthly columns.

Review the Phased Total and Variance columns.

Click Save to store the changes.

As values are entered, UniPhi updates totals automatically so users can see immediately whether the phased values match the intended total.

Example

A cost item with a total budget of $120,000 that will occur evenly over three months can be phased as:

Month	Value
Jan	40,000
Feb	40,000
Mar	40,000

The phased total will equal the total budget, and the variance should be zero.