UniPHi 20 to UniPhi 21 - 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)

  
  

🔌 API

• 🆕 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

📃 Contracts

• 🆕 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/Resources/Revenue

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

• 🆕 Added per-lifecycle filtering to Project Costs template control

📁 Documents

• 🆕 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

  
  

📧 Email Notifications

• 🆕 Profile option to include Overdue and Upcoming Tasks in notifications

💵 Expenses

• 🆕 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

🚩 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

💻 Reckon Integration

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

  
  

📈 Reports

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• 🆕 Added Milestone Export report

• 🆕 Added Issue Workflows report

• 🆕 Added Contract Resource Plan Export report

• 🆕 Added Resource Rate History Export report

📋 Resource Planning

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

→ UniPhi 20 to UniPhi 21 - Changes