API
Added an IsCarbon flag to ChartOfAccounts
Added Baseline Hours, Baseline Cost and Baseline Charge fields to /api/contractdeliverableresourceplan and /api/contractvariationresourceplan
Added fields related to timesheet submittal, approval and rejection to /api/timesheet endpoint
Added modifiedAfter filter to /api/timesheets, /api/timesheetaudit and /api/resourceplan endpoints
Added snapshotStartDate, snapshotEndDate, isMonthEndSnapshot and isPortfolioSnapshot filters to /api/resourceplansnapshot endpoint, such that specific types of snapshots or month end ranges can be requested in isolation, keeping the data volume as low as possible
Added StatusInternal and StatusExternal fields to the Project 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. This can significantly reduce the size of the data being sent to and processed by PowerBI and similar tools.
When timesheets are successfully imported via /api/timesheetimport, people who were not already on the project team will be added to the team in the default role
Authentication
Enabling and disabling of Microsoft Authentication is now audited and who and when makes a change is visible
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
Charts
Cashflow charts which had a Budget and Actual line with the same values now show the Actual line on top of the Budget
Configuration
Enabling and disabling of Microsoft Authentication is now audited and who and when makes a change is visible
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 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.
Deliverables with a status flagged as Provisional but not Committed will now appear in Pending Contract totals instead of Original Contract totals
Display the Customer or Supplier Organisation name at the top of various panels in contract tabs
Display who last edited contract effort phasing
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
Indicate assignments for deleted resources with an *
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
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
When adding a new contract, the Revenue and Cost types may only be selected if a chart of accounts matching those respective types exists
A single Progress Claim or Recommendation document may now be generated for multiple contracts with different suppliers, if the template is configured for use with Project Cost contracts only
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 importing into the Invoice view from Excel in the "Assessment" view, you can now import the "Reasons" field
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
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.
Costs/Revenue
Added "All Projects" option when creating a portfolio snapshot
Documents
Added column picking functionality to the Project Costs template control
Added IssueNo and RiskNo columns to Issue Summary and Risk Register template controls
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
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 multi file upload template control now has a two-column layout mode for image/photo thumbnails
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
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
Scanned signature images now have a maximum width of 200px in the user profile screen, html view and pdf output of documents
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
It is now possible to Unsubscribe from future notifications about a specific issue
Filters
Project Types can now be linked to multiple Sectors, instead of just one Sector
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 by by the lifecycle start date, rather than the project start date
Invoices
Invoices can now be marked as "Unpaid" in the Contracts -> Completed Claims interface
Issue Summary
Implemented interface for Administrators to add/remove columns in the Issues tab, including the ability for drag and drop re-ordering
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
Navigation
The Reporting option formerly known as "Dashboards" is now known as "Charts", likewise "PowerBI Dashboards" are now just simply "Dashboards"
PowerBI Embedded: Navigation layout changed such that pages of each report/dashboard are now listed down the left hand side of the screen
PowerBI
When exporting to PPT or PDF, you can now choose to export All Pages or just the Current Page
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
Reports
Added "Qty Claimed to Date" column to Contract Progress Detail report
Added a Project filter to Weekly Timesheet reports
Cashflow: Net Cash Flow By Project now includes cumulative totals
Progress Claim Register now includes Revenue invoices
Resource Details report now has columns for First Timesheet date and Position
Timesheet Export report now includes the resources classification
Timesheet Transactions report now displays who submitted and approved each record
Variation Register is now sorted by VariationNo ascending instead of descending
Variation Register now includes Variation Custom Fields
Various reports with hierarchies, such as charts of accounts, contract deliverable levels, etc. now have clearer differentiation between the levels through the use of bold 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' and 'Open Post-Award Phases' lifecycle options
Progress Claim Register report now includes PO Number as a column.
Resource Plan Export report now has an option to export either Act/Fcst or Budget
Sales Pipeline report now allows Open phases to be selected in addition to Pre-Award phases, as well as the grouped selectors of all Pre-Award Phases or all Open Post-Award Phases
Sales Pipeline report now includes Contract Total and Contract Adjusted columns
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
Resources
A warning will now be displayed if you attempt to either add or update a Person to have the same Contact ID 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
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
Organisations now have separate fields for Tax Number and Company Number. The existing ABN field is now labelled as Tax Number.
Resource Planning filters will now be maintained when switching between projects or activities, rather than resetting to the default
Sites within Organisations can now have a CompanyNumber and TaxNumber entered, to cater for cases where different Offices within an Organisation are different legal entities
Added the ability to Clear and Offset resource planning from a specified Start Date, instead of only the entire project timeline
When deleting a person, if they have submitted timesheets this fact is now included in the confirm delete dialog box
Revenue
Allow phasing directly against Revenue Untendered amounts as well as Revenue Deliverables/Variations in the Revenue Phasing screen
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.
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 by by the lifecycle start date, rather than the project start date
Timesheets
Added a Standard/Overtime subtotals if there is overtime booked during the week
Added an IsOvertime flag to penalty rates
Approval screen will now display subtotals for Normal and Overtime hours if relevant
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
Penalty Rate codes now have an editable history, just like other rate components
The Approval screen will now display a line for "Other Projects" for each Person such that the reviewer can see the total hours the Person booked during the week
When creating standard timesheet task lists, they are now sorted by ID by default and can be sorted by all other fields, this should help in managing very long lists
Expense Types can now have a default Unit and Tax defined
Increased the maximum length for a timesheet task code ID from 20 to 255 characters
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
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