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UniPhi Blog

UniPhi 14 - Custom Filtering of Issues

Mark Heath, 13 Jul 2018

To round off an exciting week of issue templates and derivatives for retention, we would like to circle back to the issues module for feature 13: custom filtering of issues.

The issues management functionality in UniPhi is one of its most useful features for running projects. This module allows for increased project visibility and effective collaboration due to issues being visible to all members of a project team. These issues can be easily navigated by filtering them according to their status (open, closed, and awaiting review), or their category (as defined by your organisations administrator). Furthermore, you can sort your issues according to the column headings such as; Rating (High, Medium, Low), Due Date (oldest / newest) and Assigned To (A-Z), allowing for quick and versatile filtering of project issues.

Despite this versatility, there are times, however, where even with all of those options, you still need the ability to further narrow down your list of issues. One of the frustrating things in previous versions of UniPhi, was that it allowed you to associate lists to issues but not filter by them. Though now you can do precisely that and have it set up and functioning in just a couple of quick and easy steps, which are listed below. 

To create and use custom issue filters you need to first create your own custom list. This can be accomplished by going into the hamburger navigation on the top left-hand side of the screen and selecting "Custom Lists" from the "Configuration" tab.


Once in the custom lists tab, simply create a custom drop-down list, as shown below and hit save.


This creates a list of filterable options that must now be linked to a custom field and category. This is done by, once again, going into the "Configuration" tab and selecting "Issues". 


Once there, go into "Issue Custom Fields" and create your issue custom field. Fill out the required information, optionally link it to an issue category and select the custom list that you just created from the drop-down list (highlighted below).

Tick the box that says your issue custom field should be filterable.


Go to your Issues tab, and filter for your issues. First by Category,



Then by the custom list filters that you created.


This will result in you being able to quickly and easily associate issues to custom lists and painlessly search for them, making the whole process a lot more efficient!

We still have 12 more features to reveal, so don't miss out on an update by following us on LinkedIn and Twitter.

 

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UniPhi 14 - Derivatives for Retention

Mark Heath, 12 Jul 2018

If you have been following us on LinkedIn and Twitter you will know that it is day two in the countdown to UniPhi 14. Yesterday we posted about issue templates and how to apply them to existing issues, but today we move across to the contracts module where our feature of the day (feature 14) is: derivatives for retention!

Retention is part and parcel of many large cost contracts. The purpose of retention is to withhold a portion of the earned cost from the supplier in order to ensure that the supplier completes the activities required of them under the terms of the contract.

UniPhi has two methods that you can use to help manage your retention. Firstly, and most simply is the standard adjustment method where a $ value is entered for the contract and the current claim. Secondly, we now have a new derivative calculation method, which actually calculates the retention value per claim for you, saving you time and effort.

You will find a number of options available within the derivative function for managing contract retention. For starters, UniPhi offers you a number of pre-configured adjustment types. These options are a time saving feature which simply provide you with standard descriptions that will appear in your contract, and in all progress claim documents. You can change these default descriptions as and when required. Furthermore, you have full flexibility around how you apply the formula to calculate your retention. As seen in the screen shot below, you can choose:
  • The derivative percentage
  • Whether it applies to the original contract value, or the adjusted contract value (including variations)
  • The percentage retained per claim
  • And the budget code line that the retention is related to (Note that you can have more than one retention amounts against specific budget code lines, if necessary)
Claim Adjustments

Once your details have been entered, the retention value will calculate and be presented in your output documentation (e.g. Certified Progress Claim). You and your project team will now know exactly what is being retained, and your supplier will also be aware of the retained amount once each claim has been authorized for payment. You will no longer need calculators and external spreadsheets, as UniPhi will automatically calculate for you, reducing time and errors!

To keep up to date with what other time saving enhancements we have in store for you, follow us on LinkedIn and Twitter.

 

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UniPhi 14 - Issue Templates

Mark Heath, 11 Jul 2018

Today marks the day that we begin the countdown of new features in UniPhi and so we would like to begin with feature 15: applying issues templates to existing issues.

As our more experienced users may already know, UniPhi uses the Issues module as the central hub for project-based collaboration. It is the engine room for identifying, tracking, and managing the activities required to make progress with a project. 

Issues Module

While projects are, by definition, unique undertakings with specific start and end dates and a defined scope, there are occasions where the same actions are required across numerous projects. For example, an RFI will typically require the same series and sequence of actions to be completed within a defined time period by various project team members

Creating a set of actions can be time consuming to do each and every time and so to simplify this process, UniPhi allows you to create issue templates. An issue template is essentially a list of defined actions, due dates, and tasks assigned by role. Any number of these templates can be created and configured according to the needs and requirements of your organisation. Once a template has been created, you can use it whenever you create an issue and UniPhi will automatically assign actions with defined due dates to the relevant team members - a simple time saving feature that our clients love!

Issue Templates

So why are issue templates the feature of today? Well that is because, due to client feedback, we know there are times when issues that arise may not immediately require any or all of the actions which have been defined within an issue template. A template has therefore not been used when creating an issue, but may be needed later.

For example, you may receive details about a tender that you would like to submit a response. You are not certain that it fits your strategic target, and hence your first step is to conduct a review without bringing your colleagues and stakeholders into the issue. Once you have reviewed the tender in more detail though, you decide to proceed, and will need input from members of your project team. But if you have already created an issue, how can you apply an issue template to it?

Tender issue without a template

Well, now, UniPhi has been enhanced to allow you to do exactly that. You can apply your issue template to an existing issue by simply clicking the template option in the right-hand corner and selecting the appropriate template (as seen in the image below). 

Selecting a template

Once you select a template, actions are automatically added, assigned and given a due date. 
Automatically created template

With this new feature, UniPhi does all the time consuming administrative work for you so you can focus on more important things.

Find out what other features we have in store for you by following us on LinkedIn and Twitter and make sure you don't miss out on tomorrow's update!

 

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UniPhi 14 - The countdown has begun!

Mark Heath, 10 Jul 2018

There's only 20 more sleeps until we release the next version of UniPhi. To celebrate, we'll be posting short blogs about one new feature every working day up until the release date. That's 15 new things to get excited about, including:

  • Enhanced contract admin functions to save you time, allowing you to work on more productive project matters and eliminate more spreadsheets!
  • New dashboard reporting that leverages off our API to improve the visual experience. This is a term you'll hear much more of in UniPhi 15, but you'll have to wait until November for that!
As we don't want to give away all of the grand excitement today, we won't include any more and will leave you guessing as to what will be coming next...


To not miss out on your daily update, watch this space or follow us on LinkedIn and Twitter as we work our way towards the biggest and best updates. Let the countdown begin!

 

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UniPhi 14 - August 1 Release Date Set

UniPhi Software, 06 Jun 2018

Earlier this year we sent out a survey to our end users, asking what new features they would like in UniPhi 14. We received a lot of useful feedback (the results were posted back in April) which has helped us greatly with developing the new release. It has now been two months since then and we don't want to put pressure on the software developers but the release date has been set for August, so they better get cracking.

One of the top requested updates we received was for resource planning and so we have gone ahead and added:
  • Ability to forecast future timesheets which is then integrated with resource planning. Forecast timesheet hours will now be added to or replace the existing forecast resource planning information on that day.
  • “Offset” functionality to allow for a resource or all resources on a project, tactical plan. This new feature allows for a resource plan to be broken down into a more detailed and itemized day or week view, as opposed to the current more strategic monthly project overview.
  • Copy a resource profile enables to set up one phased allocation profile and copy it to others on the project.
  • Faster bulk updating of resource allocation by clicking the apply changes and submit buttons
  • Enhanced reporting See who is over and under allocated both next week and over the next x months.
New forecast timesheet screen
Besides resource planning, there were a bunch of other features that were requested, including feasibility, API capabilities and new visualization dashboards, amongst other. Based on these request, we have also:
  • Upgraded outlook integration with drag and drop filing.
  • Enhanced accounting integration including allocation of disbursements captured in the accounting system to an invoice and the creation of a debtors dashboard.
  • Tweaked the new interface updates such as speed and improved navigation. Its amazing the affect some of these simple tweaks have had on early adopters of UniPhi 14.
  • Cost/benefit analysis capability via enhanced integration between metrics, revenue and costs module including deriving revenue and costs from metrics. 
  • Added API capabilities which allow users to directly access UniPhi data through Microsoft Power BI and create their own dashboards and visuals. This is a lot more efficient for end users as they no longer have to download an excel spreadsheet and re-upload to create custom dashboards! It is also, conveniently, a two for one solution for users wanting to integrate apps and produce new visualization capabilities.
  • Enhanced mobile optimization to make UniPhi more accessible from anywhere, on the move
We will be providing a dedicated blog entry to each of the above over the next two months as we prepare to go live. The more expansive features will also get their very own webinar. Make sure you register your attendance.

If you wish to receive an early release of UniPhi 14, send your request to info@uniphi.com.au

 

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