UniPhi 19 to UniPhi 21 - 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.

🔐 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

⚙️ Configuration

• 🆕 Improved the configuration interface for defining Workflows related to Issues.

📃 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 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

• 🆕 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 a 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 Claimed to Date value

💸 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.

📁 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

🔍 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

📊 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

🚩 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

📈 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

📊 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 default 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 active License

• 🆕 Contract Progress Detail report now includes Variations

• 🆕 Timesheet Export report includes all Person custom fields

👤 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

  
  

💵 Revenue

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

  
  

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

⏲️ 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

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

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

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

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

🔄 Xero Integration

• AP Invoices sent to Xero will now also include the Contractor's Invoice as a file attachment