Self-Guided Training

• Part I - Budget and Contract Set Up

• Part II - Contract Admin

• Part III - Cashflow

• Part I - RFIs, Defects and Everything Else

• Part II - Issue and Document Workflows

• Part I - Project Controls Set Up

• Part II - Project Controls Management & Reporting

Part II - Contract Admin

• Manage variations and their link to correspondence such as RFIs

• Issue progress claims

• Track retention

• Create contract registers

• Create a project status report in under a minute

Part III - Cashflow

• Get a cash flow profile for your project budget and forecast

• Manual phasing your cash flow

• Auto phasing your cash flow

• Benchmarked cash flows

• Import cash flows from MS Excel

Part I - RFIs, Defects and Everything Else

• Log an Issue from an email

• Capture attachments, source of the RFI & RFI number

• Link to a Variation

• Link the response to the issue

• UniPhi Onsite App

• Log a defect on site from your device

• Note the location & capture a photo of the defect

• Assign actions for remediation

• Produce a Register

Part II - Issue and Document Workflows

• Issue Templates for workflows. eg. Project Plan Review

• Collaborate on the task

• Review progress

• Link the response to the issue

• Create, format and edit a document

• Link to an issue and contract

• Variation Control

• Track changes, sign-off and governance controls

• Email out a document or render to PDF

Part I - Project Controls Set Up

• Set up the Work Breakdown Structure (WBS)

• Generate the estimate

• Schedule effort and cash flow

• Derive the resource plan from the estimate

• Forecast profit and margin

• Derive change

Part II - Project Controls Management & Reporting

• Manage deliverables

• Track Earned Value

• Issue Invoices

• Get feedback on progress from timesheets

• Re-forecast

• Variation management