UniPhi 19 to UniPhi 22 - Changes

API

• 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

• Added DeliverableID and VariationID to GET /api/expenseimport

• Added the ability to groupBy week to /api/ContractDeliverableResourcePlan and /api/ContractVariationResourcePlan

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

  
  

Accounting Integration

• NEW 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

  
  

Authentication

• 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

  
  

Contacts

• Delegations for approving Contract Variations can now be based either on the value of the Variation(s), or on the Adjusted Contract Value

  
  

Communications

• NEW Added column filtering to the Communications module

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

  
  

Configuration

• Improved the configuration interface for defining Workflows related to Issues

• NEW Improved the interface for managing Standard Timesheet Tasks

  
  

Contracts

• 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 Variation 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

• Added a Clear Forecast and Clear Baseline button to the Contracts -> Schedule interface when All Projects is selected

• Added Phased Total and Variance columns for the Baseline view and Total Hours and Variance columns to the Act/Fcst view

• Added an import button on the contract effort page to allow importing forecast or baseline effort for that specific contract only

• Clearing Cashflow or Phased effort at a parent deliverable or variation will now cascade down to lower levels

• Contract Custom fields can now be entered during creation of a contract

• Contract Deliverable and Variation Status: Can Timesheet is no longer a Yes/No option, there are now three options: No, If Assigned, Anyone

• Deliverable and Variation excel exports on the Value and Invoice screens now include the contract's currency code as a column

• Improved the clarity of the user interface when defining Contract Claim Adjustments (eg: Retention)

• It is now possible to clear an AccountCode for a Deliverable or Variation

• Progress Claims: Added a new optional Contractor's Works To Date field to progress claim documents

• Dramatically improved the performance of the Cashflow view in the Contracts -> Schedule screen

• Settings: Added a new "Actuals Post Based On" field for actuals posting dates on progress claim documents

• Timesheet Hours preview in the Invoice tab of Revenue contracts will now group by Task first and Person second, toggle option added

• When new Assignments are added to Contract Deliverables and Variations, they default to Qty 0 and Unit Hours

• Raising program wide client claims now includes all committed deliverables, not only those with a Claimed to Date value

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

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

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

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

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

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

• NEW 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

• NEW 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

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

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

• NEW 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

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

• NEW 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

• NEW 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

• NEW 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

• NEW You may now create additional Variation Statuses

  
  

Costs

• 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

• Reinstated informational columns relating to Contract Values in the Forecast to Complete screen

• Allow Actuals To month selectors to select closed financial periods

• Improved the performance of the Manual Phasing screen

• NEW Budget Transfers now have a Possible Status option

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

• NEW 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

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

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

  
  

Documents

• 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

• Added new template variables for claim documents: $Document.Claim.RemainingOriginalContractValue and $Document.Claim.RemainingAdjustedContractValue

• Added template variables for custom fields of contract Customers, Suppliers and Care Of contacts

• Custom Checklist Template Control: Added ability to Show or Hide unchecked items in documents

• It is now possible to show and hide individual fields in a Progress Claim header

• Signatures that were tall now have a max height of 60px

• The "Display Signatures" template control now displays signatures from formal digital signatures only

• The File Transmittal document will now order by File No

• The Rich Text Editor now includes additional font sizes to choose from

• The Variation template control has an option to hide the Variation Order No field on output

• When ticking rows in Files and Annotations pages, the option to create a new issue is available when All Projects is selected

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

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

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

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

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

• NEW 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

  
  

Feasibility

• NEW 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

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

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

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

• NEW The multiple file uploader has a fresh new look

  
  

Filters

• Project Types can now be linked to multiple Sectors, instead of just one Sector

  
  

Email Notifications

• Issues Closed and Awaiting Review are now grouped separately

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

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

  
  

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 be 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

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

  
  

Issues

• Comments generated by saving emails into UniPhi from Outlook are now presented in a more compact/neater manner

• The Add New Issue button is now available on Register and Actions pages when All Projects is selected

• The Issue Change Log now includes changes to issue category and custom fields

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

• NEW Issue Custom Fields now have a user entered order number

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

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

• NEW 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

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

  
  

P6 Integration

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

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

  
  

Phasing

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

  
  

PowerBI

• When exporting to PPT or PDF, you can now choose to export All Pages or just the Current Page

• Optimised screen space for embedded dashboards

  
  

Projects

• Added "Current Budget Margin" as a selectable column in the Portfolio Summary screen, it is calculated as 1 - (Internal Actual Cost / Revenue Budget)

• Columns relating to resource Budget, Actual and Remaining resource Hours, Cost and Charge can now be added to the Portfolio Summary screen dashboards

• The default page displayed when viewing a specific project is now its project details dashboard, rather than the project edit screen

  
  

Rates

• NEW 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 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

• Added "Current Week" and "Last Week" to the report viewer "Date Filter" list

• Added a "None" option for Chart of Accounts filters

• Added Login as a column in the License Count report

• Added uncapped hour columns to the Programme Transactions Preview report

• Admin: Programme Invoice: Expenses tab now includes TransactionID, Invoice No and Task Code

• My Reports is now easier to access and defaults to the Report tab for users with reports added

• Program Transactions Preview report now includes an Organisation column for Expenses

• Project Hours by Resource: Added filter to switch between Cost Rate and Charge Rate

• Resource Hours by Project: Added filter to switch between Cost Rate and Charge Rate

• Resource Planning: Added "Actuals To" filter replacing previous logic

• Resource Rate Exceptions report now separates Actual timesheet hours from Forecast and Budget resource plans

• Resource Rate Profitability Check includes only people with an active License

• Contract Progress Detail report now includes Variations

• Timesheet Export report includes all Person custom fields

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

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

• NEW Resource Rate History Export: added ModifiedDate and ModifiedBy columns

• NEW 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 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

• Added ability to bulk update Organisation and Site assignments for resources across all current projects

• Hovering over a Person in Project Team page shows contact details tooltip

• Person Excel copy/paste import now includes Start Date, Standard Hours, Login and License

• "Reallocate" function in Resource Planning now more flexible; works for Forecast and Budget, no longer constrained within Classification

• Excel copy/paste import for resource rates can now configure calculation methods for Classification and Salary Multiplier, also direct Cost and Charge rate settings

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

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

  
  

Revenue

• Allow Actuals To month selectors to select closed financial periods (also applies to Costs, Feasibility, Contracts)

  
  

Risks

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

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

  
  

Summary

• The "Signoff" tab will now indicate the number of items awaiting your signoff in brackets

  
  

Time

• 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 be by the lifecycle start date, rather than the project start date

• Milestones: When updating the progress of a milestone to 100%, the Act/Fcst Date will no longer be updated with today's date

• NEW 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

• NEW You may now enter a duration for each lifecycle phase

  
  

Timesheets

• Added a Standard/Overtime subtotal 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

• Administrators can now Re-Open (Rollback) Submitted Timesheets directly

• Program Managers can view but not modify other resources' timesheets with the "View Timesheet From" filter

• Timesheet setting "Timesheet to any Deliverable/Variation" removed, replaced by the Can Timesheet setting on deliverable/variation status

• Timesheet Admins may now manage Timesheets of resources in the same Sites, not restricted to primary Organisation

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

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

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

• NEW 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

• NEW 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

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

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

• NEW 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

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

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