Managing projects under pressure can often lead to the approval process for many tasks being addressed verbally and without records as a result. Weeks later the reason for the approval is forgotten and the project manager is faced with an additional challenge of recalling past conversations. UniPhi provides for approval workflows that make the transition from sticky notes and verbal approvals to a documented process easy. Based on the standard […]

One of the most powerful features of UniPhi is the Rich Text Box element in a UniPhi Document Template. Documents in UniPhi are then available to generate a PDF version for emailing or printing for distribution to clients and team members. Within that Rich Text Box you can create tables for presentation of information as a part of the document preparation. While this is similar to the many word processing […]

Change Requests relate to the Scope of a Project. Generally a Change Request is used as a method to discuss, review and evaluate potential Scope Changes. Assuming that a Project Scoping document exists in either a Contract or a Project Proposal type document then that document provides the original Project Scope. Subsequent changes are managed through the Change Request system. For an organisations internal project this provides a central location […]

Timesheets may appear as closed even when the user did not Submit the Timesheet themselves. Closing a Financial Period Automatically Closes Timesheets Timesheets are controlled as a part of the financial period settings that the UniPhi Administrator manages. As financial periods are processed and closed, so the Timesheet periods will be closed. If a team member has not completed and sumbitted their timesheets in a period before the financial period […]

One of the issues that we are regularly asked about is how to deal with past periods in timesheets. The example would be where an installation of UniPhi is used for project management but not practice management for a period of time and then the timesheet processes are introduced. If the financial periods are not closed then the ‘current timesheet period’ will be the first the open financial period which […]

The My Work Summary page in UniPhi is the default view when a UniPhi user first opens up their system. The purpose of this page is to provide a summary of all current and future activities that require some action by the user. This can include items that are simply assigned to the user, may have a due date set (future dates in black and overdue dates in red), or […]