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
API
API: Added /api/calculatedcolumn and /api/calculatedcolumnsnapshot endpoints
API: Added ContractVariationCustomField endpoint
API: Added endpoints for contract line items cashflow and resource plan information
API: Added TPI, TPILocation and TPITime endpoints
API: ForecastToComplete endpoint now includes Commitments, Variation and Contingency fields
API: Added ContractualBillableTime endpoint
API: Added ProjectStatus endpoint
API: Created TimesheetImport endpoint
API: Added /api/EmploymentType and /api/RateMultiplier
API: Added PersonProject and PersonRole API endpoints
API: Added support for the Client Credential OAuth flow
Authentication
Charts
Contracts
Contracts: Added a Portfolio Schedule screen
Contracts: Added Assignments to Deliverable/Variation import via excel copy/paste
Contracts: Added Contract Deliverable custom fields
Contracts: Added highlight boxes for totals at the top of the Contract Value screen
Contracts: Added support for Program Time & Material contracts
Contracts: Program Time & Material expenses imports
Contracts: When reviewing assignments for deliverables or variations in revenue contracts
Contracts: Added a Contract No field
Contracts: Added Contract Custom Field template variables
Contracts: Contract summary tables now have column picking functionality
Contracts: Custom fields have been added to contracts
Contracts: Added a chart picking interface to the contract list for a project screen
Contracts: The Last Claim interface will now allow the modification of Lump Sum Deliverables and Variations
Costs/Resources/Revenue
Costs/Resources/Revenue: Added an option to automatically generate a snapshot of Cost, Resource Planning and Revenue on close of a financial period
Costs/Revenue: Added ability to track the Budget, Commitments and Uncommitted values for a project
Costs/Revenue: Added additional charts and a chart picking interface to the Costs and Revenue tabs
Costs: Added the ability to capture a Carbon budget
Documents
Documents: Added ability to optionally add specific colours to items in a custom dropdown list
Documents: A record is now taken every time a person views or downloads a UniPhi document
Documents: Added a new "Document View" license
Documents: Added a new Register tab for managing the storage, version control and transmittal of files
Documents: Added the ability to Combine PDFs in the Documents Tab
Documents: Implement column picking and column filtering in Documents tab
Documents: PDF documents which contain annotations (comments)
Expenses
Expenses: Expense Claim Approvals entered via the Timesheets tab can now optionally be pushed to the Costs module as an Actual Cost on signoff
Files
Files: Added ability to generate an issue from a File or Annotations
Issues
Issues and Risks
Issues and Risks: There is now a per-project auto number assigned to each issue and risk
Notifications
PowerBI
PowerBI Embedded: Added ability for report viewers to manually refresh the PowerBI dataset from UniPhi
PowerBI: If using PowerBI embedded, there is now a primary navigation option named "Dashboards" for easier access
PowerBI: You can now limit access to specific PowerBI files based on the viewers Organisation
PowerBI Embedded: Added export to Powerpoint and PDF function
Projects
Projects: Added ability to flag specific Roles, Project Custom Fields and Metrics
Projects: When copying a project, there is now the option to copy the schedule
Projects: The project details screen is now highly customizable
Projects: It is now possible to copy project custom fields
Projects: Added column filtering to the issue summary screen
Projects: Added column filtering to the portfolio summary screen
Rates
Rates: There is now a Cost Rate Multiplier field in Person Rate History
Reckon Integration
Reckon Integration: Added AP Invoice support
Reports
Reports: Added Lifecycle Phase Costs Report and Lifecycle Phase Costs Report Detail
Reports: Added option to export reports to Powerpoint
Reports: Added Timesheet Audit report
Reports: Added Timesheet Transactions report
Reports: Added Waiting Approval and Rejected Timesheets report
Reports: Added Weekly Project Hours by Resource report
Reports: Added Weekly Resource Allocation by Parent Project report
Reports: Created Profitability by Project and Service Code report
Reports: Created Programme Transactions to Date report
Reports: Added Programme Transactions Preview report
Reports: Added Program Earned Value report
Reports: Added Net Cash Flow by Code
Reports: Created Contract Profitability by Resource report
Reports: Created Expense Claim Export report
Reports: Added Resource Plan Export report
Resource Planning
Resource Planning: Added a bulk Clear Forecast and Clear Budget feature
Resource Planning: Added a Plan vs Capacity chart
Resource Planning: Added ability to compare to a portfolio resource plan snapshot
Resources
Resources: Added excel copy/paste interface for resource charge and cost rates
Resources: Classifications now have a rate history
Resources: Added # of contracts count and value to organisation view in resources dashboard all projects
Templates
Templates: Added a Summary output for both the Contract EoT and Variation registers
Templates: Issue Detail template control now has additional columns and improved column picking functionality
Templates: Issue Summary template control now has additional columns and improved column picking functionality
Templates: Project Milestones template control now has additional columns and improved column picking functionality
Templates: Risk Register template control now has additional columns and improved column picking functionality
Templates: Added a "Set Project Phase on Document Signoff" optional setting to templates
Time
Time: Added new Timeline view
Timesheets
Timesheets: Added a new "Timesheet Administrator" license
Timesheets: 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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