UniPhi 17 to UniPhi 21 - Changes

🔢 Account Codes

• It is now possible to create links between charts of accounts for project specific account codes

🔌 API

• Added an EndDate field to the /api/personrate endpoint

• Added Baseline Hours, Baseline Cost and Baseline Charge fields to /api/contractdeliverableresourceplan and /api/contractvariationresourceplan

• Added Category field to Project Custom Fields

• Added fields related to timesheet submittal, approval and rejection to /api/timesheet endpoint

• Added IsCarbon flag to ChartOfAccounts

• Added IsWorkingDay field to /api/personcalendar and /api/financialday endpoints

• Added modifiedAfter filter to /api/timesheets, /api/timesheetaudit and /api/resourceplan endpoints

• Added snapshotStartDate, snapshotEndDate, isMonthEndSnapshot and isPortfolioSnapshot filters to /api/resourceplansnapshot endpoint

• Added StatusInternal and StatusExternal fields to the Project endpoint

• It is now possible to manage UniPhi licenses via the Person API endpoint

• It is now possible to set Person Custom Field values via the Person API endpoint

• Sites now support custom fields

• Added ability to add/update classifications and classification rates via the API

• Added CodeLevel filter to cashflow endpoints

• Added SnapshotStartDate and SnapshotEndDate filters to /api/cashflowsnapshot

• Resource Plan data can now be retrieved grouped by week using the ?groupBy=week optional parameter

• When timesheets are successfully imported via /api/timesheetimport, people not already on the project team will be added in the default role

• 🆕 Added DeliverableID and VariationID to GET /api/expenseimport.

• 🆕 Added the ability to groupBy week to /api/ContractDeliverableResourcePlan and /api/ContractVariationResourcePlan.

🔐 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

• If the budget being approved is for a lifecycle phase / stage of the project, this is now made clear

📊 Cashflow/Effort Phasing

• Win/Fee probabilities now only apply to autophased entries when modified

📊 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

• Cashflow charts which had a Budget and Actual line with the same values now show the Actual line on top of the Budget

💬 Communication

• Searching will now automatically set the date range filter to All

• Updated labels on Date Range filter to be clearer of the result

⚙️ Configuration

• CPI renamed to TPI (Tender Price Index)

• Enabling and disabling of Microsoft Authentication is now audited and who and when makes a change is visible

• 🆕 Improved the configuration interface for defining Workflows related to Issues.

📇 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

• Added "Offset" functionality to the Effort phasing screen

• Added a "Can Timesheet" flag to Contract Deliverable Statuses

• Added a configuration setting to make account code a mandatory field for deliverables and variations

• Added a contract status filter to the portfolio schedule screen

• Added a Deliverables card to the top of the Contract Registers screen

• Added a Paid Filter to the Completed Claims screen

• Added an "Actuals To" selector to the Schedule → Cashflow view

• Added the Account "Code" as a column in the Invoice tab for Deliverables and Variations

• Adjusted Completion date is now directly editable in the Contract Details screen

• 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.

• Claim Time will now calculate the Total Comp, ensuring that late-submitted timesheets or rollback/timesheet adjustments are taken into account

• Claim Time will now include all approved timesheets up until the specified end date

• Claim Time will now use the resources rate and penalty rate unless the deliverable or variation they booked time to has a contracted rate

• Contract selector lists now include the PO Number if one has been entered for the Contract

• Created config screen to setup invoice payment terms

• Deliverables and Variations can now be linked to a specific lifecycle phase, inheriting start/end dates

• Deliverables can now be linked directly to project lifecycles, updating the dates on one affects the other

• Deliverables with a status flagged as Provisional but not Committed will now appear in Pending Contract totals instead of Original Contract totals

• Display classification code if one exists in the assignment screen

• Display the Customer or Supplier Organisation name at the top of various panels in contract tabs

• Display who last edited contract effort phasing

• 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

• 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

• Implemented pagination for deliverables and variations after 250 lines in Value and Invoice screens

• Implemented pagination on the contract schedule screen after 250 lines

• Indicate assignments for deleted resources with an *

• It is now possible to access the assignment interface for deliverables/variations directly from the Schedule → Effort view of a contract

• 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

• Simplified Variation custom fields by removing groups

• 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

• Text custom fields no longer have a size limit of 50 characters

• 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

• Triggering a Save in any panel in the Value or Invoice screen will now save all panels

• 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

• 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

• When “All Projects” are selected, it is now possible to search by Purchase Order No

• When adding a new contract, the Revenue and Cost types may only be selected if a chart of accounts matching those respective types exists

• 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

• 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

• When importing into the Invoice view from Excel in the “Assessment” view, you can now import the “Reasons” field

• 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

• 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

• 🆕 Added a Clear Forecast and Clear Baseline button to the Contracts -> Schedule interface when All Projects is selected

• 🆕 Added Phased Total and Variance columns for the Baseline view and a Total Hours and Variance columns to the Act/Fcst view

• 🆕 Added an import button on the contract effort page to allow importing forecast or baseline effort for that specific contract only

• 🆕 Clearing Cashflow or Phased effort at a parent deliverable or variation will now cascade down to lower levels

• 🆕 Contract Custom fields can now be entered during creation of a contract

• 🆕 Contract Deliverable and Variation Status: Can Timesheet is no longer a Yes/No option, there are now three options: No, If Assigned, Anyone

• 🆕 Deliverable and Variation excel exports on the Value and Invoice screens now include the contract's currency code as a column

• 🆕 Improved the clarity of the user interface when defining Contract Claim Adjustments (eg: Retention)

• 🆕 It is now possible to clear an AccountCode for a Deliverable or Variation

• 🆕 Progress Claims: Added a new optional Contractor's Works To Date field to progress claim documents

• 🆕 Dramatically improved the performance of the Cashflow view in the Contracts -> Schedule screen

• 🆕 Settings: Added a new "Actuals Post Based On" field for actuals posting dates on progress claim documents

• 🆕 Timesheet Hours preview in the Invoice tab of Revenue contracts will now group by Task first and Person second, toggle option added

• 🆕 When new Assignments are added to Contract Deliverables and Variations, they default to Qty 0 and Unit Hours

• 🆕 Raising program wide client claims now includes all committed deliverables, not only those with Claimed to Date value

  
  

💸 Costs

• Added per-lifecycle support for Actuals (Expenditure) to the Costs tab "Mixed View" and Lifecycle Phase Cost Reports

• 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.

• 🆕 Reinstated informational columns relating to Contract Values in the Forecast to Complete screen.

• 🆕 Allow Actuals To month selectors to select closed financial periods.

💼 Costs/Revenue

• Added "All Projects" option when creating a portfolio snapshot

• Added ability to edit a budget snapshot directly

• Added ability to select account code types for project specific budget items

• Forecast to Complete is now captured when you create a Budget snapshot and can be reviewed in the Forecast to Complete screen

• When creating a budget snapshot you may now specify which lifecycle phase of the project you are budgeting for

• 🆕 Improved the performance of the Manual Phasing screen.

📁 Documents

• Added column picking functionality to the Project Costs template control

• Added IssueNo and RiskNo columns to Issue Summary and Risk Register template controls

• Added a "Mark as Unprocessed" button for documents which have been integrated with an external finance system

• Added an option to display the filename in the photo views of the multi-file upload output

• Added the ability to filter by Certification Date in the Progress Claim Register template control

• If all files uploaded into a multi-file upload step are images, hide unnecessary labels

• Improved formatting of outputs which have contract or account code levels so it is clearer what is a summary line

• 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)

• 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)

• It is now possible to edit the document name of a signed-off document

• It is now possible to have a single-column photo layout with descriptions optionally underneath each photo

• 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

• Page breaks are now visible in the HTML / on-screen view of a document

• PDF Table of Contents and Bookmarks now only generate from Heading1, rather than Heading1, Heading2 and Heading3

• Replaced text-based buttons with icon buttons to save space and reduce extra clicks

• Scanned signature images now have a maximum width of 200px in the user profile screen, HTML view, and PDF output of documents

• Tables in the HTML view of a document will now neatly fit the screen width

• 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"

• The Issue Summary template control now has optional columns for Issue Actions

• The issue selector template control may now also optionally output the actions for each selected issue

• The multi-file upload template control now has a two-column layout mode for image/photo thumbnails

• Tidied up the "sign on behalf of" interface

• 🆕 Added new template variables for claim documents: $Document.Claim.RemainingOriginalContractValue and $Document.Claim.RemainingAdjustedContractValue

• 🆕 Added template variables for custom fields of contract Customers, Suppliers and Care Of contacts

• 🆕 Custom Checklist Template Control: Added ability to Show or Hide unchecked items in documents

• 🆕 It is now possible to show and hide individual fields in a Progress Claim header

• 🆕 Signatures that were tall now have a max height of 60px

• 🆕 The "Display Signatures" template control now displays signatures from formal digital signatures only

• 🆕 The File Transmittal document will now order by File No

• 🆕 The Rich Text Editor now includes additional font sizes to choose from

• 🆕 The Variation template control has an option to hide the Variation Order No field on output

• 🆕 When ticking rows in Files and Annotations pages, the option to create a new issue is available when All Projects is selected

⏰ 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

• Included a new section in email notifications for timesheets awaiting your approval

• Project ID will now be included in emails if the system is configured to append Project ID to Project Name

• It is now possible to Unsubscribe from future notifications about a specific issue

• 🆕 Issues Closed and Awaiting Review are now grouped separately

📆 Financial Periods

• Added separate options for "Reporting Closed" and "Period Closed"

• Removed constraint requiring a financial period to be closed for actuals before it can be closed for reporting (triggering a snapshot)

📊 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

• Added an option to sort by Project Start or Project ID / Name

• When sorting by Actual/Forecast and filtering for a specific lifecycle, the sort will now be by the lifecycle start date, rather than the project start date

  
  

🧾 Invoices

• Added configurable setting to allow editing of invoice line item descriptions while creating the invoice document

• Added payment term options for 15 and 20 days

• If the Site associated with the Contract Supplier has remittance details, use those instead of the Organisation's details

• 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

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🚩 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

• Issue Templates are now known as Workflows

• Comments generated by saving emails into UniPhi from Outlook are now presented in a more compact/neater manner

• It is now possible to bulk-assign issues with All Projects selected

• 🆕 The Add New Issue button is now available on Register and Actions pages when All Projects is selected

• 🆕 The Issue Change Log now includes changes to issue category and custom fields

💻 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

• The Reporting option formerly known as "Dashboards" is now known as "Charts", likewise "PowerBI Dashboards" are now just simply "Dashboards"

• Navigation layout changed such that pages of each report/dashboard are now listed down the left hand side of the screen

  
  

📈 PowerBI

• 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

• Your filter settings are now remembered

• When exporting to PPT or PDF, you can now choose to export All Pages or just the Current Page

• 🆕 Optimised screen space for embedded dashboards

📤 Project Import

• You may now specify a parent project as part of an excel import

🧮 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

• Added "Qty Claimed to Date" column to Contract Progress Detail report

• Added a Project filter to Weekly Timesheet reports

• Added Adjustments and Cumulative Adjustments columns to Progress Claim Register reports

• Added Customer column to Project Analysis report

• Added Organisation column to License Count

• Added Person Custom Fields to Resource Details report

• Added Project Baseline, Forecast and Actual Start and Finish dates to Project Summary Export report

• Added Site filter to Timesheet Compliance report

• License Count report: Currently Allocated License section will now show users without a login as 'Timesheet' instead of their license level name

• Progress Claim Register now includes Revenue invoices

• Resource Details report now has columns for First Timesheet date and Position

• Resource Details: Added Classification Code, Multiplier Code and Employment Type Code columns

• Resource Details: Added Login column

• Resource Planning: Project Allocation by Resource now allows data to be displayed as Cost, Revenue and Percent Allocation as well as by Hours

• Timesheet Compliance report now includes timesheets which are submitted but not approved, including who has not approved it

• Timesheet Compliance: Added Organisation and Site columns

• Timesheet Compliance: Report will no longer include resources without a login, even if they have a license (for admin-entered timesheeting purposes)

• Variation Register is now sorted by VariationNo ascending instead of descending

• Variation Register now includes Variation Custom Fields

• Various reports with hierarchies (e.g., charts of accounts, contract deliverable levels) now have clearer differentiation between levels through bold text and indentation

• Waiting Approval and Rejected Timesheets report now includes Submitted date/time for timesheets that have been submitted and are awaiting approval

• Added a Contract filter to Project Hours by Resource and Resource Hours by Project

• Added a standard task filter to Project Hours by Resource and Resource Hours by Project

• Added background colours to risk rating columns in the Risk Management Plan and Risk Register reports

• Admin: Expense Claim Export now includes 'Pre-Award Phases' and 'Open Post-Award Phases' lifecycle options

• Programme: Contract Summary now includes 'Pre-Award Phases'

• 🆕 Added "Current Week" and "Last Week" to the report viewer "Date Filter" list

• 🆕 Added a "None" option for Chart of Accounts filters

• 🆕 Added Login as a column in the License Count report

• 🆕 Added uncapped hour columns to the Programme Transactions Preview report

• 🆕 Admin: Programme Invoice: Expenses tab now includes TransactionID, Invoice No and Task Code

• 🆕 My Reports is now easier to access and default Report tab for users with reports added

• 🆕 Program Transactions Preview report now includes an Organisation column for Expenses

• 🆕 Project Hours by Resource: Added filter to switch between Cost Rate and Charge Rate

• 🆕 Resource Hours by Project: Added filter to switch between Cost Rate and Charge Rate

• 🆕 Resource Planning: Added "Actuals To" filter replacing previous logic

• 🆕 Resource Rate Exceptions report now separates Actual timesheet hours from Forecast and Budget resource plans

• 🆕 Resource Rate Profitability Check includes only people with active License

• 🆕 Contract Progress Detail report now includes Variations

• 🆕 Timesheet Export report includes all Person custom fields

📋 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

• Added ability to filter for rows which have values in the visible period (aka "active resources")

• Added an option to see resources grouped by Classification when using the Bulk Add functionality

• Capture and display who and when the resource plan for a project was last changed

👤 Resources

• A warning will now be displayed if you attempt to either add or update a Person to have the same Contact ID as a different Person within the same Organisation

• A warning will now be presented if creating a resource with an email address the same as a pre-existing resource

• Contact ID is now a searchable column when viewing the resource pool

• Dramatically improved the performance of the Resource Planning screen for larger project teams

• Implemented interface for Administrators to add/remove columns in the Resources → Contact view, including the ability for drag and drop re-ordering

• Implemented interface for Administrators to add/remove columns in the Resources → Organisation view, including the ability for drag and drop re-ordering

• Implemented interface for Administrators to add/remove columns in the Resources → Site view, including the ability for drag and drop re-ordering

• It is now possible to delete a manually created portfolio-wide resource plan snapshot

• Moved Import Resource Planning button to All Projects → Resources → Resource Planning

• Organisations now have separate fields for Tax Number and Company Number. The existing ABN field is now labelled as Tax Number

• Resource import (paste from Excel) can now update existing contacts by matching on Contact ID

• Resource Planning filters will now be maintained when switching between projects or activities, rather than resetting to the default

• 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

• Sites within Organisations can now have a Company Number and Tax Number entered, to cater for cases where different Offices within an Organisation are different legal entities

• When deleting a person, if they have submitted timesheets this fact is now included in the confirm delete dialog box

• 🆕 Added ability to bulk update Organisation and Site assignments for resources across all current projects

• 🆕 Hovering over a Person in Project Team page shows contact details tooltip

• 🆕 Person Excel copy/paste import now includes Start Date, Standard Hours, Login and License

• 🆕 "Reallocate" function in Resource Planning now more flexible; works for Forecast and Budget, no longer constrained within Classification

• 🆕 Excel copy/paste import for resource rates can now configure calculation methods for Classification and Salary Multiplier, also direct Cost and Charge rate settings

💵 Revenue

• Allow phasing directly against Revenue Untendered amounts as well as Revenue Deliverables/Variations in the Revenue Phasing screen

• 🆕 Allow Actuals To month selectors to select closed financial periods (also applies to Costs, Feasibility, Contracts)

✍️ Rich Text Editor

• Calibri and Calibri Light fonts are now available

⚠️ 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

• Buttons with text have been replaced with neater buttons with icons

📑 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

• Editing column headings for templates is a far more pleasant experience, with more space available and support for line breaks

• It is now possible to re-order items in custom checklists

• Monthly Updates now has functionality to include/exclude specific custom fields as rows, rather than just being able to filter by Category

  
  

⏳ 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

• The portfolio Gantt chart and Timeline visuals are now sorted by Project, rather than by start date

• 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

• 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 be by the lifecycle start date, rather than the project start date

• Milestones: When updating the progress of a milestone to 100%, the Act/Fcst Date will no longer be updated with today's date

  
  

⏲️ Timesheets

• Added a check all option when adding tasks to your timesheet

• Added Standard/Overtime subtotals if there is overtime booked during the week

• Added an "Approved Hours" column to the bulk submit timesheet admin screen

• Added an IsOvertime flag to penalty rates

• Allow administrators to control which access levels are used for timesheet approval

• Approval screen will now display subtotals for Normal and Overtime hours if relevant

• Display Deliverable and Variation Ref in the TaskID column, as well as the equivalent column in Timesheet reports

• Expense Types can now have a default Unit and Tax defined

• Immediate email is now sent if a user's timesheet is rejected

• If you specify a Start Date for a person, their timesheet will now be closed/submitted prior to that date

• If you use the Day View, this choice will now be remembered next time you enter your timesheet

• Improved the readability of dates

• It is now possible to configure if you want to timesheet as hours, %, or have either as a choice

• Penalty Rate codes now have an editable history, just like other rate components

• Penalty rates may now have a separate cost and charge multiplier

• Removed character limit from timesheet comments

• Significantly improved the UI for timesheet approvals, including groupings per resource and subtotals

• Switching to Day View in timesheets should take you to the first open day of the week, if that week is half submitted

• The Approval screen will now display a line for "Other Projects" for each person, so the reviewer can see the total hours the person booked during the week

• When adding a task to your timesheet, it is now possible to sort by Task ID

• When creating standard timesheet task lists, they are now sorted by ID by default and can be sorted by all other fields—helpful for managing very long lists

• When performing a rollback, an audit entry will be created immediately, rather than on re-submission of that timesheet

• 🆕 Administrators can now Re-Open (Rollback) Submitted Timesheets directly

• 🆕 Program Managers can view but not modify other resources' timesheets with "View Timesheet From" filter

• 🆕 Timesheet setting "Timesheet to any Deliverable/Variation" removed, replaced by Can Timesheet setting on deliverable/variation status

• 🆕 Timesheet Admins may now manage Timesheets of resources in the same Sites, not restricted to primary Organisation

👍 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

• AP Invoices sent to Xero will now also include the Contractor's Invoice as a file attachment

• AP Invoices will now use the Contractors Claim Date rather than the Processed Date as the Invoice Date in Xero