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UniPhi 17 to UniPhi 21 - New Features

Updated: Jul 30

⚙️ Abilities


  • Added ability to mark project custom field file or image attachment as "Is Public"

  • Added ability to use deployment-specific business rules as well as snapshot timesheet records when creating the invoice document

  • Added ability to configure a contract template to move the contract/deliverable status to any specified status on signoff

  • Added ability to create Disbursement lines which are auto calculated Derivatives

  • Added ability to edit the certified hours and amount for the previous invoice when using program time & material contracts via a "Last Claim" tab

  • Added ability to edit the last signed off invoice transactions via the Last Claim contract tab for contracts using the Claim Time or Portfolio Wide Invoice methodology

  • Added ability to import contract level resource planning

  • Added ability to import/update Variations via Excel copy/paste

  • Added ability to track the Budget, Commitments and Uncommitted values for a project per-lifecycle phase as well as for the entire project

  • Added ability to filter for a budget version in the contracted view for a project

  • Added ability to make different reports visible to users with different license levels

  • Added ability to generate a month end snapshot of contract effort and cashflow data on close of a financial period for reporting

  • Added ability to capture a URL against each contract

  • Added ability to compare to a portfolio resource plan snapshot in the All Projects view of Resource Planning

  • Added ability to resource plan by classification

  • Added ability to flag Standard Timesheet Tasks as Open/Closed

  • Added ability to create and update projects via the API

  • Added ability to clear the current Budget across a portfolio of projects

  • Added ability to add a comment against each budget line

  • Added ability to copy project custom fields from a parent project to its children, or from a child project to its parent

  • Added ability to add charts to the Portfolio Summary screen

  • 🆕 Added French translation

  • 🆕 Added ability to define multiple working day Calendars to handle holidays in multiple jurisdictions, each project may have one Calendar

  • 🆕 Added ability to create and update projects via the API (also listed under API)


🔌 API


  • Added /api/calculatedcolumn and /api/calculatedcolumnsnapshot endpoints

  • Added ContractVariationCustomField endpoint

  • Added endpoints for contract line items cashflow and resource plan information

  • Added TPI, TPILocation and TPITime endpoints

  • ForecastToComplete endpoint now includes Commitments, Variation and Contingency fields

  • Added ContractualBillableTime endpoint

  • Added ProjectStatus endpoint

  • Created TimesheetImport endpoint

  • Added /api/EmploymentType and /api/RateMultiplier

  • Added PersonProject and PersonRole API endpoints

  • Added support for the Client Credential OAuth flow

  • 🆕 Added /api/personorganisation endpoint

  • 🆕 Added EffortModifiedByID, EffortModifiedByName and EffortModifiedDate fields to /api/contract

  • 🆕 Added PUT, POST and DELETE methods for /api/milestone and /api/milestonehistory

  • 🆕 Added PUT, POST and DELETE options for /api/lifecyclephase, /api/location, /api/projecttype, /api/region, /api/sector and /api/serviceline

  • 🆕 Implemented api/timesheettask and api/timesheettasklist endpoints


🔐 Authentication



📊 Charts



📃 Contracts


  • Added a Portfolio Schedule screen

  • Added Assignments to Deliverable/Variation import via Excel copy/paste

  • Added Contract Deliverable custom fields

  • Added highlight boxes for totals at the top of the Contract Value screen

  • Added support for Program Time & Material contracts

  • Program Time & Material expenses imports

  • When reviewing assignments for deliverables or variations in revenue contracts

  • Added a Contract No field

  • Added Contract Custom Field template variables

  • Contract summary tables now have column picking functionality

  • Custom fields have been added to contracts

  • Added a chart picking interface to the contract list for a project screen

  • The Last Claim interface will now allow the modification of Lump Sum Deliverables and Variations

  • 🆕 Added a new Contract Adjustment Derivative method based on % of Amount Complete

  • 🆕 Added ability to link Contract Deliverables with Issues

  • 🆕 Added ability to perform Excel copy/paste import to create Contracts

  • 🆕 Added ability to perform Excel copy/paste import to create or update Contract Deliverables and Variations across all projects at once

  • 🆕 Imported expenses may now be mapped to a Contract Deliverable or Variation as Disbursement items

  • 🆕 Timesheet Preview in Revenue Contracts filtered by context when drilled into Deliverable or Variation

  • 🆕 Progress Claim template control can batch process all claims for all suppliers on a project in the month


💸 Costs/Resources/Revenue


  • Added an option to automatically generate a snapshot of Cost, Resource Planning and Revenue on close of a financial period

  • Added ability to track the Budget, Commitments and Uncommitted values for a project

  • Added additional charts and a chart picking interface to the Costs and Revenue tabs

  • Added the ability to capture a Carbon budget

  • 🆕 Added transactional method for Budget Changes (Budget Transfers) (optional feature)

  • 🆕 Added per-lifecycle filtering to Project Costs template control


📁 Documents


  • Added ability to optionally add specific colours to items in a custom dropdown list

  • A record is now taken every time a person views or downloads a UniPhi document

  • Added a new "Document View" license

  • Added a new Register tab for managing the storage, version control and transmittal of files

  • Added the ability to Combine PDFs in the Documents Tab

  • Implement column picking and column filtering in Documents tab

  • PDF documents which contain annotations (comments)

  • 🆕 Added "Display Signatures" template control

  • 🆕 Added a "plain" table style without borders or header formatting

  • 🆕 Added a new "Transmittal" Layout to the File Upload (Multi) template control

  • 🆕 Added a Register interface showing who has had files transmitted, viewed or downloaded

  • 🆕 Added template variable $Document.Claim.TotalIncTaxInWords compatible with progress claims

  • 🆕 Added ability to create Views in the Documents module

  • 🆕 Added contextual new document links to Issues, Risks, Budget and Time modules

  • 🆕 Progress Claim template: Added Customer Deduction Due Date field

  • 🆕 Improved email clarity when sending documents as Link, PDF or Embedded Text


📧 Email Notifications


  • 🆕 Profile option to include Overdue and Upcoming Tasks in notifications


💵 Expenses


  • Expense Claim Approvals entered via the Timesheets tab can now optionally be pushed to the Costs module as an Actual Cost on signoff

  • 🆕 Added Expense Category and Notes fields

  • 🆕 Added column picking and re-ordering to Expenses import and management interface

  • 🆕 Added Cost Margin and Charge Margin columns to expenses import

  • 🆕 Added Task Name, Line No, Comment as importable fields; Approval Ref editable

  • 🆕 Added ability to split imported expense transactions

  • 🆕 Added Transaction Type, Event Date and ability to map Expense to a Person

  • 🆕 Added bulk update for editable expense fields

  • 🆕 Timesheet Administrators can import and manage expenses for their Organisation


🧾 Invoices


  • 🆕 Added ability to add prefix to invoice numbers under Configuration -> Contracts -> Settings


📂 Files


  • Added ability to generate an issue from a File or Annotations


🚩 Issues


  • Added ability to create Guided Workflows

  • 🆕 Added ability to create new Views in Issues module

  • 🆕 Added ability to have Workflows filtered by Category and List Custom Fields of Issues

  • 🆕 Added an Actions sub-navigation tab

  • 🆕 Added ability to export Issues and Attachments under Configuration -> Export


⚠️ Issues and Risks


  • There is now a per-project auto number assigned to each issue and risk


🛎️ Notifications



📉 PowerBI


  • Added ability for report viewers to manually refresh the PowerBI dataset from UniPhi

  • If using PowerBI embedded, there is now a primary navigation option named "Dashboards" for easier access

  • You can now limit access to specific PowerBI files based on the viewers' organisation

  • Added export to PowerPoint and PDF function


📌 Projects



💲 Rates


  • There is now a Cost Rate Multiplier field in Person Rate History


💻 Reckon Integration


  • Added AP Invoice support

  • 🆕 Transitioned to "Reckon Web Connector" from legacy "Quickbooks Web Connector"


📈 Reports


  • Added Lifecycle Phase Costs Report and Lifecycle Phase Costs Report Detail

  • Added option to export reports to PowerPoint

  • Added Timesheet Audit report

  • Added Timesheet Transactions report

  • Added Waiting Approval and Rejected Timesheets report

  • Added Weekly Project Hours by Resource report

  • Added Weekly Resource Allocation by Parent Project report

  • Created Profitability by Project and Service Code report

  • Created Programme Transactions to Date report

  • Added Programme Transactions Preview report

  • Added Program Earned Value report

  • Added Net Cash Flow by Code

  • Created Contract Profitability by Resource report

  • Created Expense Claim Export report

  • Added Resource Plan Export report

  • 🆕 Added Milestone Export report

  • 🆕 Added Issue Workflows report

  • 🆕 Added Contract Resource Plan Export report

  • 🆕 Added Resource Rate History Export report


📋 Resource Planning


  • Added a bulk Clear Forecast and Clear Budget feature

  • Added a Plan vs Capacity chart

  • Added ability to compare to a portfolio resource plan snapshot

  • 🆕 Resource planning screen viewable by Cost/Charge as well as Hours and %


👥 Resources


  • Added Excel copy/paste interface for resource charge and cost rates

  • Classifications now have a rate history

  • Added # of contracts count and value to organisation view in resources dashboard all projects

  • Column filtering added to resources tables


📑 Templates


  • Added a Summary output for both the Contract EoT and Variation registers

  • Issue Detail template control now has additional columns and improved column picking functionality

  • Issue Summary template control now has additional columns and improved column picking functionality

  • Project Milestones template control now has additional columns and improved column picking functionality

  • Risk Register template control now has additional columns and improved column picking functionality

  • Added a "Set Project Phase on Document Signoff" optional setting to templates


⏳ Time


  • Added new Timeline view


🕒 Timesheets


  • Added a new "Timesheet Administrator" license

  • Allow percentage data input for timesheets if the user has standard hours


🖥️ UI


  • UI: End users can now define their own dashboard columns



 
 
 

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