Account Codes
Account Codes: It is now possible to create links between charts of accounts for project specific account codes
API
API: Added an EndDate field to the /api/personrate endpoint
API: Added Baseline Hours, Baseline Cost and Baseline Charge fields to /api/contractdeliverableresourceplan and /api/contractvariationresourceplan
API: Added Category field to Project Custom Fields
API: Added fields related to timesheet submittal, approval and rejection to /api/timesheet endpoint
API: Added IsCarbon flag to ChartOfAccounts
API: Added IsWorkingDay field to /api/personcalendar and /api/financialday endpoints
API: Added modifiedAfter filter to /api/timesheets, /api/timesheetaudit and /api/resourceplan endpoints
API: Added snapshotStartDate, snapshotEndDate, isMonthEndSnapshot and isPortfolioSnapshot filters to /api/resourceplansnapshot endpoint, such that specific types of snapshots or month end ranges can be requested in isolation, keeping the data volume as low as possible
API: Added StatusInternal and StatusExternal fields to the Project endpoint
API: It is now possible to manage UniPhi licenses via the Person API endpoint
API: It is now possible to set Person Custom Field values via the Person API endpoint
API: Sites now support custom fields
API: Added ability to add/update classifications and classification rates via the API.
API: Added CodeLevel filter to cashflow endpoints
API: Added SnapshotStartDate and SnapshotEndDate filters to /api/cashflowsnapshot
API: Resource Plan data can now be retrieved grouped by week using the ?groupBy=week optional parameter. This can significantly reduce the size of the data being sent to and processed by PowerBI and similar tools.
API: When timesheets are successfully imported via /api/timesheetimport, people who were not already on the project team will be added to the team in the default role
Authentication
Authentication: It is now possible to enable/disable legacy forms authentication (end user) and basic authentication (API) independently. For those who are using only a single signon method, this means the legacy forms authentication form can be hidden in the login screen under Configuration -> Authentication
Budget Approvals
Budget Approvals: If the budget being approved is for a lifecycle phase / stage of the project, this is now made clear
Cashflow/Effort Phasing
Cashflow/Effort Phasing: Win/Fee probabilities now only apply to autophased entries when modified
Chart of Accounts
Chart of Accounts: Added a button to update data for linked charts of accounts in the configuration section, avoiding the need to trigger a save for each project with historical data
Charts
Charts: Cashflow charts which had a Budget and Actual line with the same values now show the Actual line on top of the Budget
Communication
Communication: Searching will now automatically set the date range filter to All
Communication: Updated labels on Date Range filter to be clearer of the result
Configuration
Configuration: CPI renamed to TPI (Tender Price Index)
Configuration: Enabling and disabling of Microsoft Authentication is now audited and who and when makes a change is visible
Contacts
Contacts: Delegations for approving Contract Variations can now be based either on the value of the Variation(s), or on the Adjusted Contract Value
Contracts
Contracts: Added "Offset" functionality to the Effort phasing screen
Contracts: Added a "Can Timesheet" flag to Contract Deliverable Statuses
Contracts: Added a configuration setting to make account code a mandatory field for deliverables and variations
Contracts: Added a contract status filter to the portfolio schedule screen
Contracts: Added a Deliverables card to the top of the Contract Registers screen
Contracts: Added a Paid Filter to the Completed Claims screen
Contracts: Added an "Actuals To" selector to the Schedule -> Cashflow view
Contracts: Added the Account "Code" as a column in the Invoice tab for Deliverables and Variations
Contracts: Adjusted Completion date is now directly editable in the Contract Details screen
Contracts: Changing the dates of linked lifecycle phases in the Schedule screen will now also offset future phases by the same amount. If this would in turn update autophased resource planning, this will in turn update after a background recalculation completes.
Contracts: Claim Time will now calculate the Total Comp, ensuring that late-submitted timesheets or rollback/timesheet adjustments are taken into account
Contracts: Claim Time will now include all approved timesheets up until the specified end date
Contracts: Claim Time will now use the resources rate and penalty rate unless the deliverable or variation they booked time to has a contracted rate
Contracts: Contract selector lists now include the PO Number if one has been entered for the Contract
Contracts: Created config screen to setup invoice payment terms
Contracts: Deliverables and Variations can now be linked to a specific lifecycle phase, inheriting start/end dates
Contracts: Deliverables can now be linked directly to project lifecycles, updating the dates on one effects the other
Contracts: Deliverables with a status flagged as Provisional but not Committed will now appear in Pending Contract totals instead of Original Contract totals
Contracts: Display classification code if one exists in the assignment screen
Contracts: Display the Customer or Supplier Organisation name at the top of various panels in contract tabs
Contracts: Display who last edited contract effort phasing
Contracts: Filter for Revenue/Internal Cost/Project Cost/Net no longer uses the default chart of account selections for the project, just the type of chart of accounts used by each contract
Contracts: If you have selected a specific level or drilled into a section of a contract, switching between tabs within that contract will now have your selection/position maintained
Contracts: Implemented pagination for deliverables and variations after 250 lines in Value and Invoice screens
Contracts: Implemented pagination on the contract schedule screen after 250 lines
Contracts: Indicate assignments for deleted resources with an *
Contracts: It is now possible to access the assignment interface for deliverables/variations directly from the Schedule -> Effort view of a contract
Contracts: It is now possible to edit and import the schedule effort baseline directly, rather than only having the ability to generate it using the baseline or re-baseline button
Contracts: Simplified Variation custom fields by removing groups
Contracts: Summary screen will now display the Project ID - Project Name for group rows if the system is configured to append Project IDs to Project Names
Contracts: Text custom fields no longer have a size limit of 50 characters
Contracts: The Contract Permission "Claims cannot exceed contracted amount" is now only enforced at the bottom level of the deliverable or variation structure, which handles situations where there are a mix of positive and negative values at the bottom level
Contracts: Triggering a Save in any panel in the Value or Invoice screen will now save all panels
Contracts: Updating the end date of a phased deliverable will maintain the current start date but adjust the duration, the same number of days are applied to any child line items
Contracts: Updating the start date of a phased deliverable will maintain the current phasing profile but adjust the start/end, the same number of days are applied to any child line items
Contracts: When "All Projects" are selected, it is now possible to search by Purchase Order No
Contracts: When adding a new contract, the Revenue and Cost types may only be selected if a chart of accounts matching those respective types exists
Contracts: When calculating a Program Invoice using a Contract WBS, the status of each Contract Deliverable and Variation will now determine if Timesheets booked to those tasks will be included in a Client Claim
Contracts: When designing a contract variation notice / order / similar template, you can now choose if a summary block of variations to date will be displayed or not
Contracts: When importing into the Invoice view from Excel in the "Assessment" view, you can now import the "Reasons" field
Contracts: When selecting an account code for a deliverable/variation, the remaining Budget will now subtract Pending Contract Deliverables and Possible and Pending Variations, as opposed to only Committed Contract Deliverables and Approved Variations
Contracts: You can now specify a 0 Qty and Contract Rate for Deliverable and Variations assignments, supporting the ability to assign a contract specific rate to a person who works on a contract, but was not part of the original Contract build up / estimate
Costs
Costs: Added per-lifecycle support for Actuals (Expenditure) to the Costs tab "Mixed View" and Lifecycle Phase Cost Reports
Costs: When creating a Budget snapshot, the phase of the project the snapshot is for is now labelled as "Budget Pertains To" instead of just "Lifecycle" to avoid confusion.
Costs/Revenue
Costs/Revenue: Added "All Projects" option when creating a portfolio snapshot
Costs/Revenue: Added ability to edit a budget snapshot directly
Costs/Revenue: Added ability to select account code types for project specific budget items
Costs/Revenue: Forecast to Complete is now captured when you create a Budget snapshot and can be reviewed in the Forecast to Complete screen
Costs/Revenue: When creating a budget snapshot you may now specify which lifecycle phase of the project you are budgeting for
Documents
Documents: Added column picking functionality to the Project Costs template control
Documents: Added IssueNo and RiskNo columns to Issue Summary and Risk Register template controls
Documents: Added a "Mark as Unprocessed" button for documents which have been integrated with an external finance system
Documents: Added an option to display the filename in the photo views of the multi file upload output
Documents: Added the ability to filter by Certification Date in the Progress Claim Register template control
Documents: If all files uploaded into a multi file upload step are images, hide unnecessary labels
Documents: Improved formatting of outputs which have contract or account code levels so it is clearer what is a summary line
Documents: Improved the look and feel of the Contract EOT template control output. This change will apply to new documents created after Administrators have edited your Extension of Time template(s).
Documents: Improved the look and feel of the Contract Variations template control output. This change will apply to new documents created after Administrators have edited your Variation template(s).
Documents: It is now possible to edit the document name of a signed off document
Documents: It is now possible to have a single column photo layout with descriptions optionally underneath each photo
Documents: Monthly Updates and Periodic Issue Count template controls now have an optional Comments column which can be added in the template and populated during document creation
Documents: Page breaks are now visible in the html / on screen view of a document
Documents: PDF Table of Contents and Bookmarks now only generate from Heading1, rather than Heading1, Heading2 and Heading3
Documents: Replaced text based buttons with icon buttons to save space and reduce extra clicks
Documents: Scanned signature images now have a maximum width of 200px in the user profile screen, html view and pdf output of documents
Documents: Tables in the html view of a document will now neatly fit the screen width
Documents: The document export functionality will now filter on document signed off date rather than last modified date if the "Status" is set to "Signed off"
Documents: The Issue Summary template control now has optional columns for Issue Actions
Documents: The issue selector template control may now also optionally output the actions for each selected issue
Documents: The multi file upload template control now has a two-column layout mode for image/photo thumbnails
Documents: Tidied up the sign on behalf of interface
Effort
Effort: The Baseline button will now use the 'Actuals To' date to determine the cutover between Actual and Forecast hours, instead of using today's date.
Email Notifications
Email Notifications: Included a new section in email notifications for timesheets awaiting your approval
Email Notifications: Project ID will now be included in emails if the system is configured to append Project ID to Project Name
Email Notifications: It is now possible to Unsubscribe from future notifications about a specific issue
Financial Periods
Financial Periods: Added separate options for "Reporting Closed" and "Period Closed"
Financial Periods: Removed constraint requiring a financial period to be closed for actuals before it can be closed for reporting (triggering a snapshot)
Gantt
Gantt: When specific Lifecycle Phases are selected to be displayed, the Project bar is no longer drawn, providing better visual clarity
Gantt chart links to projects and contracts will now open in a new browser tab
Gantt chart now allows multiple specific Lifecycles to be selected when viewing the Lifecycle level.
Gantt: Added an option to sort by Project Start or Project ID / Name
Gantt: When sorting by Actual/Forecast and filtering for a specific lifecycle, the sort will now by by the lifecycle start date, rather than the project start date
Invoices
Invoices: Added configurable setting to allow editing of invoice line item descriptions while creating the invoice document
Invoices: Added payment term options for 15 and 20 days
Invoices: If the Site associated with the Contract Supplier has remittance details, use those instead of the Organisations details
Invoices: Remittance block is now at the end of the invoice output, rather than side by side with the total block
Invoices can now be marked as "Unpaid" in the Contracts -> Completed Claims interface
Issues
Issues: If an issue is created via a Guided Workflow process, the Workflow templates available to manually select are now limited to those possible in the Guided Workflow
Issues: Issue Templates are now known as Workflows
Issues: Comments generated by saving emails into UniPhi from Outlook are now presented in a more compact/neater manner
Issues: It is now possible to bulk-assign issues with All Projects selected
MYOB Integration
MYOB Integration: When importing actuals, if an account code or period does not exist in UniPhi, warn about the issue rather than stopping the import of actuals completely
Navigation
Navigation: The Reporting option formerly known as "Dashboards" is now known as "Charts", likewise "PowerBI Dashboards" are now just simply "Dashboards"
PowerBI Embedded: Navigation layout changed such that pages of each report/dashboard are now listed down the left hand side of the screen
PowerBI
PowerBI Embedded: When performing a manual data refresh, the currently visible report will update automatically on completion and you will no longer be taken back to the "default" page of the report
PowerBI Embedded: Your filter settings are now remembered
PowerBI: When exporting to PPT or PDF, you can now choose to export All Pages or just the Current Page
Project Import
Project Import: You may now specify a parent project as part of an excel import
Project Summary
Project Summary: Improved the interface for Administrators to add/remove columns to the Summary -> Dashboard screen, including the ability for drag and drop re-ordering
Renamed "Periodic Custom Fields" to "Monthly Updates"
Reports
Reports: Added "Qty Claimed to Date" column to Contract Progress Detail report
Reports: Added a Project filter to Weekly Timesheet reports
Reports: Added Adjustments and Cumulative Adjustments columns to Progress Claim Register reports
Reports: Added Customer column to Project Analysis report
Reports: Added Organisation column to License Count
Reports: Added Person Custom Fields to Resource Details report
Reports: Added Project Baseline, Forecast and Actual Start and Finish dates to Project Summary Export report
Reports: Added Site filter to Timesheet Compliance report
Reports: License Count report: Currently Allocated License section will now show users without a login as 'Timesheet' instead of their license level name
Reports: Progress Claim Register now includes Revenue invoices
Reports: Resource Details report now has columns for First Timesheet date and Position
Reports: Resource Details: Added Classification Code, Multiplier Code and Employment Type Code columns
Reports: Resource Details: Added Login column
Reports: Resource Planning: Project Allocation by Resource now allows data to be displayed as Cost, Revenue and Percent Allocation as well as by Hours
Reports: Timesheet Compliance report now includes timesheets which are submitted but not approved, including who has not approved it.
Reports: Timesheet Compliance: Added Organisation and Site columns
Reports: Timesheet Compliance: Report will no longer include resources without a login, even if they have a license (for admin entered timesheeting purposes)
Reports: Variation Register is now sorted by VariationNo ascending instead of descending
Reports: Variation Register now includes Variation Custom Fields
Reports: Various reports with hierarchies, such as charts of accounts, contract deliverable levels, etc. now have clearer differentiation between the levels through the use of bold and indentation
Reports: Waiting Approval and Rejected Timesheets report now includes Submitted date/time for timesheets that have been submitted and are awaiting approval
Reports: Added a Contract filter to Project Hours by Resource and Resource Hours by Project.
Reports: Added a standard task filter to Project Hours by Resource and Resource Hours by Project.
Reports: Added background colours to risk rating columns in the Risk Management Plan and Risk Register reports
Reports: Admin: Expense Claim Export now includes 'Pre-Award Phases' and 'Open Post-Award Phases' lifecycle options
Reports: Programme: Contract Summary now includes 'Pre-Award Phases'
Resource Planning
Resource Planning, Timesheet, Resource Rate and Contract Effort Imports: You can now optionally specify an Organisation Name as well as a Contact ID when importing via the Excel copy/paste, this handles cases where there are two people from different organisations with the same Contact ID
Resource Planning: Added ability to filter for rows which have values in the visible period (aka "active resources")
Resource Planning: Added an option to see resources grouped by Classification when using the Bulk Add functionality
Resource Planning: Capture and display who and when the resource plan for a project was last changed
Resources
Resources: A warning will now be displayed if you attempt to either add or update a Person to have the same Contact ID a different Person within the same Organisation
Resources: A warning will now be presented if creating a resource with an email address the same as a pre-existing resource
Resources: Contact ID is now a searchable column when viewing the resource pool
Resources: Dramatically improved the performance of the Resource Planning screen for larger project teams
Resources: Implemented interface for Administrators to add/remove columns in the Resources -> Contact view, including the ability for drag and drop re-ordering
Resources: Implemented interface for Administrators to add/remove columns in the Resources -> Organisation view, including the ability for drag and drop re-ordering
Resources: Implemented interface for Administrators to add/remove columns in the Resources -> Site view, including the ability for drag and drop re-ordering
Resources: It is now possible to delete a manually created portfolio wide resource plan snapshot
Resources: Moved Import Resource Planning button to All Projects -> Resources -> Resource Planning
Resources: Organisations now have separate fields for Tax Number and Company Number. The existing ABN field is now labelled as Tax Number.
Resources: Resource import (paste from excel) can now update existing contacts by matching on Contact ID.
Resources: Resource Planning filters will now be maintained when switching between projects or activities, rather than resetting to the default
Resources: Resource Planning screen now includes the ability to add resources to the project team with a 'Search Resource Pool' row at the end of the resource planning grid
Resources: Sites within Organisations can now have a CompanyNumber and TaxNumber entered, to cater for cases where different Offices within an Organisation are different legal entities
Resources: When deleting a person, if they have submitted timesheets this fact is now included in the confirm delete dialog box
Revenue
Revenue: Allow phasing directly against Revenue Untendered amounts as well as Revenue Deliverables/Variations in the Revenue Phasing screen
Rich Text Editor
Rich Text Editor: Calibri and Calibri Light fonts are now available
Risk Summary
Risk Summary: Implemented interface for Administrators to add/remove columns in the Risks tab, including the ability for drag and drop re-ordering
System Wide
System Wide: Buttons with text have been replaced with neater buttons with icons
Templates
Templates: Contract Registers template control (Progress Claim, Invoice, Variation and EOT Registers, as well as all other contract related registers) now have additional columns and improved column picking functionality when creating templates
Templates: Editing column headings for templates is a far more pleasant experience, with more space available and support for line breaks
Templates: It is now possible to re-order items in custom checklists
Templates: Monthly Updates now has functionality to include/exclude specific custom fields as rows, rather than just being able to filter by Category
Time
Time: Milestones: The footer of the "Progress" column will now reflect the total project or activity progress, based on the Sum of Milestone Earned Value * Progress
Time: The portfolio Gantt chart and Timeline visuals are now sorted by Project, rather than by start date
Time: Use commencement date and adjusted completion date for the contract act/fcst line in the time dashboard. If adjusted completion is blank, practical completion is used.
Time: Gantt chart links to projects and contracts will now open in a new browser tab
Time: Gantt chart now allows multiple specific Lifecycles to be selected when viewing the Lifecycle level.
Time: Gantt: Added an option to sort by Project Start or Project ID / Name
Time: Gantt: When sorting by Actual/Forecast and filtering for a specific lifecycle, the sort will now by by the lifecycle start date, rather than the project start date
Time: Milestones: When updating the progress of a milestone to 100%, the Act/Fcst Date will no longer be updated with today's date
Timesheets
Timesheets: Added a check all option when adding tasks to your timesheet
Timesheets: Added a Standard/Overtime subtotals if there is overtime booked during the week
Timesheets: Added an "Approved Hours" column to the bulk submit timesheet admin screen
Timesheets: Added an IsOvertime flag to penalty rates
Timesheets: Allow administrators to control which access levels are used for timesheet approval.
Timesheets: Approval screen will now display subtotals for Normal and Overtime hours if relevant
Timesheets: Display Deliverable and Variation Ref in the TaskID column, as well as the equivalent column in Timesheet reports
Timesheets: Expense Types can now have a default Unit and Tax defined
Timesheets: Immediate email is now sent if a users timesheet is rejected
Timesheets: If you specify a Start Date for a person, their timesheet will now be closed/submitted prior to that date
Timesheets: If you use the Day View, this choice will now be remembered next time you enter your timesheet
Timesheets: Improved the readability of dates
Timesheets: It is now possible to configure if you want to timesheet as hours, % or have either as a choice
Timesheets: Penalty Rate codes now have an editable history, just like other rate components
Timesheets: Penalty rates may now have a separate cost and charge multiplier
Timesheets: Removed character limit from timesheet comments.
Timesheets: Significantly improved the UI for timesheet approvals, including groupings per resource and subtotals
Timesheets: Switching to day view in timesheets should take you to the first open day of the week, if that week is half submitted.
Timesheets: The Approval screen will now display a line for "Other Projects" for each Person such that the reviewer can see the total hours the Person booked during the week
Timesheets: When adding a task to your timesheet, it is now possible to sort by Task ID
Timesheets: When creating standard timesheet task lists, they are now sorted by ID by default and can be sorted by all other fields, this should help in managing very long lists
Timesheets: When performing a rollback, an audit entry will be created immediately, rather than on re-submission of that timesheet
Usability
Usability: Any screen which has either a chart of accounts or contract line item structure now has clear indentation for different levels
Validation
Validation errors which occur in tables will now highlight the entire row in red, making it easier to spot the specific issue
Xero Integration
Xero Integration: AP Invoices sent to Xero will now also include the Contractor's Invoice as a file attachment
Xero Integration: AP Invoices will now use the Contractors Claim Date rather than the Processed Date as the Invoice Date in Xero
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