UniPhi 21 to UniPhi 22 - Changes

Accounting Integration

• MYOB integration now allows invoices to be exported with a Cost Centre ID derived from a Sector Code / Project Type Code / Service Line Code / Location Code, or from the value of a List type custom field

  
  

API

• Improved the performance of the ARInvoice and APInvoice endpoints where there are a large number of customers or suppliers defined in UniPhi

  
  

Communications

• Added column filtering to the Communications module

• Improved the performance of the Communications module when performing a search

  
  

Configuration

• Improved the interface for managing Standard Timesheet Tasks

  
  

Contracts

• Added Original and Approved Budget columns as options to the Contract -> Schedule -> Effort module

• Deliverable and Variation Assignments are now ordered by Classification and then Person Name, making it clear which Classification a Person belongs to

• Deliverables and Variations in the Contract Value and Invoice modules now have their Description columns frozen when horizontal scrolling

• Improved the performance of the Contract -> Effort module when autophasing is enabled

• Improved the performance when saving a change in the Last Claim interface

• Invoices will now have their address populated based on the Site selected in the Contract, rather than the Primary Site of the Customer

• Invoices: When creating an AR Invoice, contract line items without a Claimed to Date value will no longer be ticked / included in the invoice output by default

• Schedule: Added the ability to view snapshots in the Act/Fcst view, plus a "Use as Forecast" action to set that snapshot as the current forecast

• Schedule: When changing dates on deliverables/variations linked to lifecycles, the cascade to subsequent lifecycle phases has been removed

• The "Committed Contracts Locks Deliverables" permission now applies flexibly if you approve only a portion of a contract in any given purchase order

• The Remaining Amount for Contract Deliverables and Variations is now calculated as Committed - Prev Claim, rather than Committed - Actuals, such that Balancing Claims are included in the calculation

• The Status column is now editable in the Contracts -> Schedule module

• When a person adds themselves to a Deliverable or Variation via the Timesheets module, they will inherit the Classification Rate from that Deliverable or Variation if one exists

• When assigning a Contract Supplier, Care Of or Customer, the entire resource pool may now be searched, regardless of the "License Required to Manage Resources" setting

• When raising a Program Invoice for All Projects using a Contract WBS, the invoice document will now contain just a summary of the claim values, rather than a line by line breakdown. This improves the generation time and provides a more human readable invoice document. The full detail is still available in the Program Invoice report

• You may now create additional Variation Statuses

  
  

Costs / Revenue

• Budget Transfers now have a Possible Status option

• Budget Transfers now show additional From, To and Net columns to provide additional visual clarity of the budget changes being made

• The Budget Transfers feature no longer requires a configuration option to enable. You may continue to manage Budgets using the existing workflow, or choose to use the Budget Transfer methodology once an Approved Budget is established

• The Phasing module will now default to the "Chart of Accounts" Depth

• The Phasing module will no longer paginate if there are more than 250 rows to be displayed

  
  

Documents

• Added $Contract.SupplierMobile and $Contract.PrincipalMobile template variables

• Added a "Date Closed" column to the Issue Summary template control

• Added a Milestone Category filter to the Project Milestones template control

• The "Risk Register" template control now includes a column for "Existing Controls"

• The ability to control who can view Documents may now be set based on Project Roles, rather than UniPhi License

• When creating a new document from the Budget or Budget Transfers screen, budget templates are now filtered based on the type of chart of accounts selected in the budget / budget transfers screen

  
  

Email Notifications

• Added the ability to subscribe to the UniPhi newsletter in your profile page

• Added email notifications for New and Modified Risks and Risk Mitigations

  
  

Feasibility

• The Net Cashflow calculation will now calculate based on the selected Project Cost, Internal Cost and Revenue charts of accounts for the project, rather than being hard coded to any Internal Cost and Revenue charts of accounts

  
  

Files

• Annotations can now be extracted from PDF documents which are not standards compliant

• Enabled the ability to upload files greater than 2GB in size

• It is now clearer when uploading a file if you are choosing to Replace an existing version

• The multiple file uploader has a fresh new look

  
  

Invoices

• Line items with a Prev Claim value will no longer be ticked by default

  
  

Issues

• Added Date Closed and Closed By columns to the Issues module

• Issue Custom Fields now have a user entered order number

• Team Members may now only see issues which they created, are Assigned to, or have an Action assigned to them

• The Issue Export functionality now has filters for Issue Category and List Custom Fields

• When drilled into an issue, the Actions section can now be customised with additional optional columns: Logged By, Logged Date, Completed By, Completed Date

  
  

OnSite

• UniPhi OnSite now supports authentication using your Microsoft Account or UniPhi ID

  
  

P6 Integration

• Baseline Dates are now read from BaselineProject -> Activity -> Start and Finish, instead of Project -> Activity -> PlannedStart and PlannedFinish

• UniPhi will no longer roll up the min/max start and finish dates within the WBS during import

  
  

Phasing

• Improved the tab order when using volume columns such as Hrs / Week, % Alloc, etc.

  
  

Rates

• When using project specific rates, if you choose to inherit the rates from the all project level, any future resources who are added to the project team will have their rates copied from all projects, rather than defaulting to having no rates on the project

  
  

Reports

• Added an Account Code column to the Net Cash Flow by Code report

• Documents Awaiting Signoff has been added to the Project Manager+ reports

• Resource Rate History Export: added ModifiedDate and ModifiedBy columns

• Timesheet Export reports now include columns for who Submitted, Approved and/or Rejected each timesheet record, and the date and time at which it occurred

  
  

Resources

• Added Actual and Phased Forecast columns to the Resource Planning module

• The email and login fields now allow up to 320 characters

  
  

Risks

• Existing Control and Risk Mitigation records now have a Modified date, this is exposed via the API

• Team Members may now only see Risks where they are the creator, are assigned to the Risk, or are assigned to a Mitigation action

  
  

Time

• Milestones created from, or updated from, MSP or P6 schedule uploads will now use the Status Date from the external schedule for the UniPhi Milestone History, instead of today's date. If there is no status date on the external schedule, then today's date will still be used

• You may now enter a duration for each lifecycle phase

  
  

Timesheets

• A Penalty Rate List may now be flagged as the default; this will be selected on any newly created projects

• Added a setting to control if users can manually update the remaining effort on a project, deliverable or variation via their Timesheet

• Approving or Rejecting timesheets may now be performed in bulk by checking multiple resources

• If a Deliverable or Variation has been closed for Timesheeting, back dated adjustments may now only be performed up to and including the Forecast Effort End Date

• It is now possible for users to update the remaining effort on a project; this can be automatically reflected in resource planning if autophasing is in place

• Re-submitting a timesheet which was previously approved will no longer require re-approval if the hours are unchanged

• Timesheet Approvals are now configurable per project role, rather than being tied to a license level

• Timesheet Approvals may now be configured on a person by person basis, to handle the scenario where approvals are performed by a line manager rather than a project manager

• Timesheets which are imported may now be routed through the timesheet approval workflow; use the "Auto Approve Imported Timesheets" setting for this function

• Your timesheet will now be ordered by Project, Task and Penalty Rate code, rather than just Project and Task