UniPhi 19 to Uniphi 22 - New Features

Abilities

• Added French translation

• Added ability to define multiple working day Calendars to handle holidays in multiple jurisdictions, each project may have one Calendar

• Added ability to create and update projects via the API (also listed under API)

• NEW Added Spanish, Portuguese and Mesopotamian Arabic translations

  
  

Accounting Integration

• NEW 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

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

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

  
  

API

• Added /api/EmploymentType and /api/RateMultiplier

• Added PersonProject and PersonRole API endpoints to manage resources on UniPhi projects

• Added support for the Client Credential OAuth flow, this is intended to replace the deprecated Basic Authentication and the Password OAuth flow

• Added /api/personorganisation endpoint

• Added EffortModifiedByID, EffortModifiedByName and EffortModifiedDate fields to /api/contracteffort

• Added PUT, POST and DELETE methods for /api/milestone and /api/milestonehistory

• Added PUT, POST and DELETE options for /api/lifecyclephase, /api/location, /api/projecttype, /api/region, /api/sector and /api/serviceline

• Implemented api/timesheettask and api/timesheettasklist endpoints

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

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

• NEW Added /api/ContrectEffortSnapshotHeader endpoint

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

  
  

Authentication

• Administrators can now control which authentication options are available per Organisation. It is recommended that you transition from Legacy Forms Authentication to either Microsoft Authentication or the new UniPhi ID authentication method

• It is now possible to log in using a UniPhi ID, one login for any UniPhi deployment with enhanced 2FA security

• Connecting to the UniPhi API from Excel or PowerBI is possible via "Organizational Account" (Entra ID / Microsoft 365 account)

• SSO using an Entra ID / Microsoft 365 account is enabled by default and supports logins from any Entra tenant

  
  

Charts

• Embedded charts in the Documents, Issues and Risks tabs will now be filtered by all column filters on the associated tables of data in those screens

  
  

Contracts

• Added a chart picking interface to the contract list for a project screen

• Added a configuration setting to specify the next AR Invoice No

• Added Contract Custom Field template variables

• Contract summary tables now have column picking functionality

• Custom fields have been added to contracts

• The Last Claim interface will now allow the modification of Lump Sum Deliverables and Variations

• Added a new Contract Adjustment Derivative method based on % of Amount Complete

• Added ability to link Contract Deliverables with Issues

• Added ability to perform Excel copy/paste import to create Contracts

• Added ability to perform Excel copy/paste import to create or update Contract Deliverables and Variations across all projects at once

• Imported expenses may now be mapped to a Contract Deliverable or Variation as Disbursement items

• Timesheet Preview in Revenue Contracts filtered by context when drilled into Deliverable or Variation

• Progress Claim template control can batch process all claims for all suppliers on a project in the month

• NEW 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

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

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

• NEW 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

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

• NEW 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

• Added additional charts and a chart picking interface to the Costs and Revenue tabs

• Added ability to add a comment against each budget line

• Added the ability to clear the current Budget across a portfolio of projects

• It is now possible to import Untendered forecast via the Excel copy/paste

• Added transactional method for Budget Changes (Budget Transfers) (optional feature)

• Added per-lifecycle filtering to Project Costs template control

• NEW 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

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

  
  

Documents

• A record is now taken every time a person views or downloads a UniPhi document

• Added a new "Document View" license which allows you to share specific UniPhi documents with external parties by sending them an email link

• Added a new Register tab for managing the storage, version control and transmittal of files such as design drawings

• Added the ability to Combine PDFs in the Documents Tab, Contracts Completed Claims tab, and when saving an individual document to pdf

• Implemented column picking and column filtering in the Documents tab

• PDF documents which contain annotations (comments) will have those automatically extracted when uploaded into the Document -> Register tab

• Added "Display Signatures" template control

• Added a "plain" table style without borders or header formatting

• Added a new "Transmittal" Layout to the File Upload (Multi) template control

• Added a Register interface showing who has had files transmitted, viewed or downloaded

• Added template variable $Document.Claim.TotalIncTaxInWords compatible with progress claims

• Added ability to create Views in the Documents module

• Added contextual new document links to Issues, Risks, Budget and Time modules

• Progress Claim template: Added Customer Deduction Due Date field

• Improved email clarity when sending documents as Link, PDF or Embedded Text

• NEW Added Contract Resource Plan template control

• NEW 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

• NEW 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"

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

  
  

Expenses

• Expense Claim Approvals entered via the Timesheets tab can now optionally be pushed to the Costs module as an Actual Cost on signoff. This can be configured by turning on the "Include in Project Actual Costs" setting in the Expense Claim Approval template

• Added Expense Category and Notes fields

• Added column picking and re-ordering to the Expenses import and management interface

• Added Cost Margin and Charge Margin columns to expenses import

• Added Task Name, Line No, Comment as importable fields; Approval Ref editable

• Added ability to split imported expense transactions

• Added Transaction Type, Event Date and ability to map Expense to a Person

• Added bulk update for editable expense fields

• Timesheet Administrators can import and manage expenses for their Organisation

  
  

Files

• Added ability to generate an issue from a File or Annotations, linking the two together for collaboration

  
  

Invoices

• Added ability to add prefix to invoice numbers under Configuration -> Contracts -> Settings

  
  

Issues

• Added ability to create new Views in Issues module

• Added ability to have Workflows filtered by Category and List Custom Fields of Issues

• Added an Actions sub-navigation tab

• Added ability to export Issues and Attachments under Configuration -> Export

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

  
  

Email Notifications

• Profile option to include Overdue and Upcoming Tasks in notifications

  
  

Microsoft Project Integration

• NEW 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

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

  
  

Phasing

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

  
  

Projects

• Added ability to add charts to the Portfolio Summary screen

• Added column filtering to the issue summary screen

• Added column filtering to the portfolio summary screen

• The project details screen is now highly customisable, with the ability to select from a suite of highlight boxes and charts

  
  

Rates

• There is now a Cost Rate Multiplier field in Person Rate History, to go along with the existing Charge Rate Multiplier

• NEW 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

  
  

Reckon Integration

• Transitioned to "Reckon Web Connector" from legacy "Quickbooks Web Connector"

Reports

• Added Program Earned Value report

• Added Programme Transactions Preview report

• Added Resource Plan Export report

• Cashflow: Added Cash Flow Export report – export actual, forecast or budget values in a format which can be modified then re-imported into the Manual Phasing screen in the Cost or Revenue tab

• Added Milestone Export report

• Added Issue Workflows report

• Added Contract Resource Plan Export report

• Added Resource Rate History Export report

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

• NEW Added Budget Transfers report

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

• NEW Added Progress Claim by Code report

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

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

• NEW Added Weekly Resource Allocation by Contract report

  
  

Resource Module

• Rates for Classifications and People can now be defined on a per-project basis

• Column filtering added to resources tables

  
  

Resource Planning

• Resource planning screen viewable by Cost/Charge as well as Hours and %

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

  
  

Risks

• Added column filtering to Risks dashboard

• You may now define multiple risk rating methodologies, each UniPhi project is then assigned one methodology

  
  

Templates

• Added a "Set Project Phase on Document Signoff" optional setting to templates, such that when a document created from that template is signed off, it can act as a stage gate and automatically move the project's current lifecycle phase to the one specified in the template configuration

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

  
  

Timesheets

• Added a Timesheet Admin report folder, with reports specifically for Timesheet Admin licensed users which let them review and manage timesheets for their Organisation

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

  
  

UI

• End users can now define their own dashboard columns in the Project, Issues, Risks and Resources summary screens. Administrators can still define the system defaults

  
  

Xero

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

→ UniPhi 19 to UniPhi 22 - Changes