UniPhi 21 to UniPhi 22 - New Features

Abilities

• Added Spanish, Portuguese and Mesopotamian Arabic translations

  
  

Accounting Integration

• There is now an out of the box Excel copy/paste accounting integration, with support for apportioning transactions to a project ledger (UniPhi Chart of Accounts) if the source system does not support such a concept

  
  

AI

• Added the ability to generate an AI Summary of a Document

• Added the ability to generate an AI Summary of an Issue

API

• Added /api/asset and /api/assetproject endpoints

• Added /api/contracturalbillabletimesnapshot, which will be taken when generating a month end snapshot or portfolio wide snapshot which includes resource planning

• Added /api/ContrectEffortSnapshotHeader endpoint

• Added /api/externalschedule endpoint, which returns Tasks and Milestones uploaded from P6 and Microsoft Project

  
  

Contracts

• Added a "Show Hierarchy" switch to the Contract -> Effort module, which will always show the contract structure, even after drilling into a summary level or separable portion

• Added the ability to capture Budget Cashflow at the Contract level

• Added Cashflow and Resource Planning charts to the Contract -> Schedule module

• Added the ability to tag changes in the Last Claim interface with a Status of Reclaim, Fix Original or In Dispute. In Dispute items will have their Certified Values carried forward to the next claim, significantly improving the workflow when records may remain in dispute for some months

• Budget Contract Cashflow may now be imported from the Excel copy/paste routine

• Improved support for tracking Timesheets against Lump Sum and Upper Limit Fee Deliverables and Variations by divorcing Contract Value from Contract Invoice Value

  
  

Costs / Revenue

• The Phasing module now has a "Show Blanks" switch, so you may hide account codes without a Budget or Forecast which needs to be timephased

• You may now build your own Views in the Costs and Revenue modules

  
  

Documents

• Added Contract Resource Plan template control

• Enhanced and harmonised the Budget, Net Budget, Project Costs and Project Costs Net template controls, giving greater control over the format and data output by each

• The background image of the Coversheet stylesheet can now be set per project by uploading an image to a Project Custom Field named "Cover Image"

• The Extension of Time (EOT) template control output is now highly configurable

  
  

Issues

• Added a Days Open field which counts the number of days the issue has been open for

  
  

Microsoft Project Integration

• The Critical flag on Tasks and Milestones is now captured on import and can be used as a filter when mapping the Project WBS to the UniPhi WBS

  
  

P6 Integration

• Tasks and Milestones where the EarlyStartDate = LateStartDate are now marked as Critical and have a filter option in the Time -> External Schedule module

  
  

Phasing

• Overhauled the interfaces for Timephasing Resource Planning, Costs and Revenue, both at the Project level and the Contract level

  
  

Rates

• It is now possible to create Rate Custom Fields. These can be populated in a resource's rate history and can be incorporated into Timesheet Penalty Rate calculations

  
  

Reports

• Added a range of Cashflow reports to the Project Manager report tab

• Added Budget Transfers report

• Added Claim Reconciliation report, which provides per-claim transactions from Program Time and Material Invoices, plus any Unclaimed Transactions and Adjustments

• Added Progress Claim by Code report

• Added Project Costs Report and Project Costs Report Detail reports to the Project Manager report folder

• Added Project Timesheet Tasks report, which lists which timesheet tasks are available on each project

• Added Weekly Resource Allocation by Contract report

  
  

Resource Planning

• Overhauled the Resource Planning interfaces, implementing more options for quickly establishing and managing the resource plan

  
  

Templates

• Issue Detail: Added additional column options including Date Logged, Logged By, Closed By and Modified Date

  
  

Timesheets

• Timesheet Administrators may now use the copy/paste timesheet import

  
  

Xero

• It is now possible to connect to multiple Xero Organisations from the one UniPhi deployment
  

→ UniPhi 21 to UniPhi 22 - Changes