UniPhi 20 to UniPhi 22 - Changes
API
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
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
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 / Revenue
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 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
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
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
Invoices
NEW Line items with a Prev Claim value will no longer be ticked by default
Issues
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
Optimised screen space for embedded dashboards
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 "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 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
Time
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
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
Comments