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UniPhi 15 is now here!

UniPhi Software, 21 Aug 2019

Following our last major change blog entry, UniPhi 15 is now live and in the public domain with a dozen clients already upgraded. Here's a list of the new features you could be using right now!

Major Changes
Feature: Power BI: Power BI Dashboards and Reports can now be embedded inside UniPhi. This service is available as an additional add-on to your existing UniPhi service or can be configured if you have your own existing Power BI embedded subscription
Feature: Currency Rates: Added ability to import from RBA feed
Feature: Dropbox Integration: Added ability to upload documents from UniPhi to Dropbox
Feature: Added expense management functionality
Feature: API: Added API documentation to UniPhi web application
Feature: Authentication: It is now possible to configure UniPhi for Single Sign-on (SSO) using Office 365 / Azure Active Directory / Microsoft Account
Change: My Work: Removed My Work view, equivalent functionality is now available under the My Portfolio view. RIP My Work: 2005-2019.
Feature: Timesheets: Added ability to optionally define Penalty Rates, you may have multiple lists which are then either assigned per resource classification or per individual

Tweaks and enhancements
Feature: Cashflow: Added "fill down" functionality when phasing as a %, this will allow you to enter a profile at the top code or deliverable, and copy it to other codes or deliverables
Feature: Cashflow: Added ability to phase cashflow as a % as well as the existing $ methods
Feature: Contracts: When selecting a contract Principal, Supplier or Care-Of, if you already have rights to manage the project team, you may search the entire resource pool directly and do not need to first add the contact to the project team.
Feature: Resources: Added ability to Bulk Edit project roles for a specific resource after drilling into that resource and navigating to the "Project" subnav
Feature: Resources: Added ability to Bulk Edit the project team for licensed users
Feature: Resources: Added ability to paste Organisations, Sites and Contacts from an Excel file for inserts and/or updates
Feature: Risks: Added ability to move risks between projects

Change: Delegations: You may now enter delegation thresholds either including or excluding tax
Change: Contracts: Removed the "Item" deliverable type. It is no longer required since you can now hide % comp, prev claim and total comp columns in documents
Change: Contracts: When adding a contract line item, you must now select an account code, rather than having the first code in the list selected by default. This will help avoid inadvertent miscoding of deliverables and variations.
Change: Currency: Added in an "Is Base Currency" flag, the "Is Default" currency flag is now used to specify the default for new projects
Change: Currency: Made it possible to change the base currency even if rate history already exists
Change: Documents: Benchmark Elements template control: If a parent project is selected, the values shown will now be the total of the parent and its children.
Change: Documents: Cashflow template control now includes portfolio mode, allowing cashflow to be reported across a portfolio of projects rather than just the single project
Change: Documents: Display the Invoice Date as a column in the documents tab when filtering for an AP Invoice, Progress Claim or Progress Payment Recommendation template
Change: Documents: Project Costs and Accounting Costs template controls are no longer restricted to Landscape orientation only
Change: Documents: Project Costs template control now includes a Variance to Last Forecast column. Last Forecast is determined by a document selection when creating the document, defaulting to the last Signed Off document created from the template.
Change: Forecasts: The default period where actuals end and forecast starts no longer includes a check for todays date, it only looks for the latest closed financial period instead
Change: Logins: Provide feedback on how many failed attempts are remaining
Change: Metrics: Will now work across charts of accounts if you specify an 'Account Code' from another chart of accounts
Change: Microsoft Project and Primavera integration: It is now clearer that you must upload an .xml file
Change: Milestones: Implemented filtering by Milestone Categories
Change: OnSite (iOS): Added support for rich textbox steps in document templates
Change: Portfolio Filters: Added "My Role" filter
Change: Portfolio Filters: The switching between My Portfolio and Portfolio is now controlled via radio buttons instead of a "View" dropdown list
Change: Projects: Allocating a licensed user to a role on a project with an access of "None" will no longer include that project in the users my portfolio list
Change: Reports: Invoice Export Log: added a Type filter to select between AP Invoice, AR Invoice or All
Change: Reports: Issue Register will now include custom field filters
Change: Reports: Variation Register: Show Variation Submitted amount and variance to "Amount". Submitted and Variance columns will only be visible if Submitted has a value.
Change: Resource Planning: Allow data entry / view as a %
Change: Resources: Added "Locked Out" filter to Contact view for users with an Administrator license
Change: Resources: Added paging to bulk rates screen
Change: Resources: Deleting an Organisation will no longer remove the link between any Contacts and that Organisation for existing Projects and Contracts
Change: Resources: Display classification code in Employment Details card
Change: Resources: Enabled searching by ABN
Change: Resources: Streamlined process for creating new resources
Change: Resources: When adding a contact to a project, each Organisation and Site for that contact will be returned in the search results to choose from
Change: Resources: When searching for a contact, organisation or site, you may now search for custom fields
Change: Templates: Added ability to exclude including file attachments when saving a UniPhi document to pdf or sending via email
Change: Templates: Added ability to hide the "Description" column in the multi-file upload template control
Change: Templates: Added ability to specify the width of the thumbnails generated when you upload photos / images to a UniPhi document
Change: Templates: Improved interface for entering delegation thresholds
Change: Templates: Made the template preview screen actually useful

If you haven’t been attending our weekly webinars about this new release, you can watch recordings of them here http://uniphi.com.au/webinar/register.aspx


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