UniPhi 17 to UniPhi 21 - New Features
- Jul 16, 2024
- 7 min read
Updated: Jul 30, 2025
⚙️ 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
Administrators can now control which authentication options are available
🆕 Connecting to UniPhi API from Excel or PowerBI possible via "Organizational Account" (Entra ID / Microsoft 365 account)
🆕 SSO using Entra ID / Microsoft 365 account enabled by default and supports logins from any Entra tenant
📊 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
🆕 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 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
Added ability to flag specific Roles, Project Custom Fields and Metrics
When copying a project, there is now the option to copy the schedule
The project details screen is now highly customizable
It is now possible to copy project custom fields
💲 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
📑 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
i like it