UniPhi 19 to Uniphi 21 - New Features
- apavel6
- Jul 16, 2024
- 5 min read
Updated: Jul 30
⚙️ 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)
🔌 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/contract
🆕 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
🔐 Authentication
🆕 Connecting to UniPhi API from Excel or PowerBI possible via "Organizational Account" (Entra ID / Microsoft 365 account)
🆕 SSO using Entra ID / Microsoft 365 account 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
💸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
📁 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
Implement column picking and column filtering in 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
💵 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 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
🧾 Invoices
🆕 Added ability to add prefix to invoice numbers under Configuration -> Contracts -> Settings
📂 Files
Added ability to generate an issue from a File or Annotations, linking the two together for collaboration
🚩 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
📧 Email Notifications
🆕 Profile option to include Overdue and Upcoming Tasks in notifications
📌 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
💻 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
👥Resource Module
Rates for Classifications and People can now be defined on a per-project basis
Column filtering added to resources tables
⚠️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
🕒 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
🖥️ 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.
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