UniPhi 20 to UniPhi 22 - New Features
- Jul 29, 2025
- 5 min read
Updated: Jul 13
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/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
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
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
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 / Resources / Revenue
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
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
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 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
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
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
Rates
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 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 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
Templates
NEW Issue Detail: Added additional column options including Date Logged, Logged By, Closed By and Modified Date
Timesheets
NEW Timesheet Administrators may now use the copy/paste timesheet import
Xero
NEW It is now possible to connect to multiple Xero Organisations from the one UniPhi deployment
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