Using Auto Phasing and Scheduling Fields

Overview

Auto phasing is useful when the timing of a value should be determined by scheduling information rather than manually entered month by month. Instead of entering values into each month, users define parameters such as dates or duration, and UniPhi generates the monthly distribution automatically.

This approach is often used when costs or contract values align with lifecycle phases or scheduled work periods.

Step-by-Step: Automatically phasing a value

Go to the Costs Module> Phasing screen.

Ensure your view displays scheduling columns such as:

• Lifecycle

• Start Date

• End Date

• Duration

• Phasing Method

  
  

Select the line item to phase.

Enter the relevant scheduling information.

Review the generated monthly phasing.

Save the changes.

The system will automatically distribute the total value across the defined timeframe.

Building totals using rate and duration

Totals can also be generated using structured inputs.

For example:

• Rate per month × Duration (months)

• Quantity × Rate

  
  

This is commonly used for consultant services or recurring project costs where the cost is based on a measurable unit rather than a single fixed amount.