UniPhi 19 Feature: Automated reporting just got easier

Most project managers, when it comes to progress reporting, are stuck with the task of copying or transposing data from various disparate systems into a PowerPoint deck of MS Word document. This task is so labour intensive that it can take up to 1 day per month per project. If you're a client side PM working on 5 projects then this task alone is 25% of your monthly workload.

As the name suggests, UniPhi eliminates this onerous task through the integration of all it's modules into one reporting platform - the template system. Each template contains template controls that pull data from a module for reporting purposes. Multiple controls combine together to produce PDF reports in minutes rather than days.

The challenge with this approach is to provide the breadth of options required to cover all the reporting needs of our users as well as the flexibility in design to enable subsets of the data to be displayed. Iterative improvements have been made in every UniPhi release and UniPhi 19 has the most significant improvements in years. 

All document template controls have been improved with simpler interfaces and the ability to customise table columns, display charts and format images so your reports look slick and communicate accurate information to your clients.

Dive into this outline of our favourite template controls in UniPhi 19. These new additions speed up the process of template configuration making your systems administrator's life easier. The result is a smooth generation of monthly progress reports, site reports, cost reports or even "Strip and assess" reports. 

Below are three videos showing these new template controls in action.

Customise Table Columns - too easy:

Just the click of a button, you can view all the available columns to include in your table. Now have fun choosing! By checking or un-checking the boxes next to the columns you decide what you want. This feature is now in the Issues, Risks, and Variation Registers - too easy and no longer a time labouring task.

Charismatic Charts:

Out-dated graphics are gone. The charts you need in your documents will populate direct from the Dashboard and Charts in your UniPhi system. A real time charted document looking as current and charismatic as the data it captures!

File Upload:

It's easy to change the layout of attachments in your document. Each change is seen in the preview box to immediately check if this is the best layout for your template. Very useful for several images, as now you choose how they are displayed.

Watch this short clip to see this feature at work.

Want to know what other features UniPhi 19 has to offer? Explore the UniPhi 19 webinar or contact us to find out more.

 

UniPhi 19 Feature: Data Capture Efficiencies

One of the ongoing challenges to the creation of web applications is the streamlining of data capture. Desktop applications such as MS Excel and Word have been built for flexibility in data capture and manipulation. However, the unstructured nature of this data capture complicates the consolidation and analysis capability. Similarly the challenges of sharing and collaborating with these files quickly eliminates the productiveness of these solutions.

The UniPhi development team are constantly implementing new features to improve the efficiency of data capture. Recent additions include a copy/paste from excel function that operates across the platform for importing new projects, cashflow, risks, contract deliverables, resource plans, contacts and more.

UniPhi 19 continues this efficiency drive with the addition of our new copy custom fields feature. This feature provides one click copy capability that cascades the meta data captured in project custom fields of a parent project to its underlying children. This is a key improvement as this meta data is used to support core bench-marking capabilities in the platform. As such, the need to enter the same meta data for each project within a program can lead to typo errors that flow through to inaccurate bench-marking. The potential of this is no more with UniPhi 19.

Your parent project information will be accurately shared across all project levels with this new Copy Custom Fields feature in UniPhi 19.

Watch this video to see it in action:

Want to know what other features UniPhi 19 has to offer? Explore the UniPhi 19 webinar or contact us to find out more.

Workation!

 

This is Panos. Not the guy at the back, that's Caleb intensely collaborating with Mitch. Panos is the guy with the smug smile sitting down. He's part of our brilliant software development team and next week he is going to be working from BALI! 

 

Yep, BALI.

Now you know why he's smiling like that.

How'd this happen? Well, one day a few months back, Panos comes into the office and casually says to our system architect Murray,  "I'm going to go to Bali in July to work for 5 weeks so I can experience life there".
 
"OK" Murray said and that was that.
Until our CEO Mark Heath found out; and when he did? He said.......
 
"Ok".
And this is the way things are here, at UniPhi, which may also explain why the average employee's tenure is 10 years. 

UniPhi is a fun, flexible place to work. If you're interested in this kind of work life plus Our Vision that we are the best of the best work anywhere, cloud based portfolio and project management software.  Then please contact us and tell us why you would be a great fit with UniPhi.

Oh and here's where your career could take you, with Management's "Ok". 

UniPhi 19 Feature: Issue workflows - Change management made simple

Change management can be a big issue and complex to navigate. It is often a challenge for a project team member to know who exactly should be notified of an issue that has occurred during their work on a project. The result is a cc list on an email longer than the project team. The resulting email reply chain can drive people to despair. Added to this is the need to log all these issues in a register to ensure they are not missed in reviews and are closed out as the project progresses.

 

UniPhi's issues module has always been a great module to resolve these issues (pardon the pun) with integration to Outlook and cloud based collaboration enabling each issue to be tracked in one location. The resulting register is automatic and can be tracked with ease. However, this module did not assist in the accurate allocation of that work. UniPhi 19's new workflow feature streamlines the escalation process, making sure the key people and only the key people are being notified about an issue.

The key benefit of this feature is the certainty and accuracy of tasks and communication, that the right people are aware of the change and their responsibilities. For example, you can now differentiate between design, cost, or time issues with different resources being notified based off a series of questions asked of the end user.

Book your upgrade for this must have feature, to enjoy simple and effective change management.

Watch this short video to see it in action:

UniPhi Celebrates EOFY

UniPhi streaks across the EOFY finish line

Our CEO Mark Heath loves a flutter now and then, so an appropriate reference and UniPhi feeling for June 2023, a very successful month.  

With another financial year closed, the UniPhi team gathers to celebrate our fantastic accomplishments, despite the challenging economic and working climate. 

With the latest version of UniPhi finally released, the onboarding of several new clients that we are excited to be working with, the sponsorship of the Project controls expo in 2 countries, and so much more, the team has a lots to be proud of. 

As per usual, we will be celebrating over our monthly lunch. Unfortunately, as flu season kicks in, a number of the team is out for the count but we will eat extra food on their behalf!

July 2023 - despite flu season, we have the UniPhi jettsetters club commencing with our own CEO flying out Saturday 8 July.  Two of our developers are off to the UK and Bali.  Watch this space for the Bali series as he works and lives there for 5 weeks. Great work life balance at UniPhi.

New Biz and New UniPhi 19 release what a month!

Software that outpaces the pack in functionality and innovation

UniPhi 19 Feature: UTC - you logged an issue at what time?!

UniPhi 19, allows you to select any time zone you need. This changes the display time of logged comments, modified documents, email transmittals and more. A User chooses their time zone so what is shown in UniPhi 19 is real time at your location. 

Simply go to your profile, select the time zone  to suit you. Moving? Frequent traveller? No problem! Change time zones as often as you need to keep your work in UniPhi 19 synchronised in real time all the time.

Watch this short video to see how it works.

Keep coming back to this blog for our daily UniPhi 19 updates or follow us on LinkedIn

UniPhi 19 Feature: Columns, columns and more columns!

Going with the theme of usability, the first UniPhi 19 feature we want to share is the Edit Columns button. UniPhi recognises that not all portfolios are run the same! What may be relevant to some, might be irrelevant to others. 

You can now configure the columns on the Summary, Issues, and Risks modules to have as many or as few columns as you like. 

Add/Remove columns

Once you have customised the columns to your liking, you can also rearrange the columns in any order that makes sense to you. Simply drag and drop the column headings to the appropriate spot on the page.

Drag and drop columns

Watch this short video to see this feature in action!

UniPhi 19 is Available Now!

You have been asking and we have listened as well as adding our own extra features we think you'll love. Developers have been hard at work to deliver the best out of UniPhi and now it is available to you! 

Join us for this month's webinar to see in-depth how UniPhi 19 can benefit you.

UK webinar at 12pm BST on the 18th of July.

AUS webinar at 12pm AEST on the 25th of July.

Sign up for the webinar here

Here is our top 10 features from UniPhi 19 that you will see in our webinar and more:

• New template controls to get data out to non-licensed users

• New charts that tell you something

• Columns, columns and more columns

• Issue workflows escalating to the right people at the right time

• Month end snapshots - what's the point of that!

• UniPhi ID (Centralised Login server)

• Organisation and site statistics (We did how much business with them!)

• Child custom fields updating from parent

• Unsubscribe - never be notified again

• UTC - you logged an issue at what time!

To schedule an upgrade now, email us at support@uniphi.com.au.

UniPhi Sponsors Project Controls Expo in 2 Countries!

The Project Controls Expo is an annual event that brings together project management professionals, industry experts, and solution providers in the field of project controls. The expo provides a platform for attendees to engage in a range of activities, including keynote speeches, interactive sessions, workshops, panel discussions, and exhibits. These activities cover various aspects of project controls, such as cost management, scheduling, risk analysis, reporting, and data analytics. UniPhi has sponsored the Melbourne Project Controls Expo in the past. This year, we are excited to announce that we will be expanding our sponsorship, supporting both the Melbourne and London Project Controls Expo.

The Project Controls Expo: Facilitating Knowledge Sharing and Networking

The Project Controls Expo is the world's largest project controls event spanning globally across the United Kingdom, United States, and Australia. It serves as a gathering point for project professionals seeking to expand their knowledge, connect with industry peers, and stay updated on the latest developments in project controls. This annual event brings together industry leaders, experts, and solution providers, creating an environment for learning, collaboration, and innovation. Attendees can participate in sessions, engage in discussions, and explore tools and technologies that drive project success.

Our booth at last year's Melbourne Expo

Our Sponsorship:

UniPhi has been a proud sponsor of the Melbourne expo for the last 2 years. We are excited to announce our expanded sponsorship, supporting not only the Melbourne Project Controls Expo but also the London event. UniPhi will be a Gold partner at the Melbourne expo, as per last year, and a Silver partner at the London expo. This decision reflects our dedication to supporting project management professionals on a global scale. By sponsoring both expos, we aim to reach a wider audience, facilitate knowledge exchange, and contribute to the growth of the project controls community.

How to Attend:

The London event will be held on the 7th-8th of November 2023 at Wembley Stadium. Register for the London expo here and use our code EUNIP10%UK for a 10% discount on any standalone tickets and package deals!

The Melbourne event will be held on the 14th-15th of November at the Melbourne Cricket Ground. Register for the Melbourne expo here and use our code EUNIP10%_AUS for a 10% discount on any standalone tickets and package deals.

As we expand our presence to both of these events, we look forward to connecting with attendees and showcasing our software. If you are attending, we would love to hear about it on LinkedIn!

UniPhi 19 is around the corner

The date is set, developers stressed and we're gearing up for the launch of UniPhi 19. We've been providing snippets of this version at the end of each webinar over the past few months (with this month dedicating a full hour of a behind the curtain sneak peak).

The theme for UniPhi 19 is usability. Many user interfaces have been streamlined and enhanced to allow our end users to reduce clicks for data capture, display the data they need on a page and present an overall more pleasing experience. We're looking forward to feedback post launch.

Some of the highlights are.....

• New template controls to get data out to non-licensed users

• New charts that tell you something

• Columns, columns and more columns

• Issue workflows escalating to the right people at the right time

• Month end snapshots - what's the point of that!

• UniPhi ID (Centralised Login server)

• Organisation and site statistics (We did how much business with them!)

• Child custom fields updating from parent

• Unsubscribe - never be notified again

• UTC - you logged an issue at what time!

 

 All of these features and more will be presented at our May sneak peek webinar scheduled for noon AEST 24th May 2023. Register here.