UniPhi 20 to UniPhi 21 - Changes

🔌 API

• 🆕 Added DeliverableID and VariationID to GET /api/expenseimport.

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

⚙️ Configuration

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

  
  

📃 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 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/ 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.

📁 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

📧 Email Notifications

• 🆕 Issues Closed and Awaiting Review are now grouped separately

🚩 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

📈 PowerBI

• 🆕 Optimised screen space for embedded dashboards

📊 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 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 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)

⏲️ Timesheets

• 🆕 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