+61 2 9570 3160

UniPhi 14 - More and expanded template controls

Unknown, 19 Jul 2018

From the day our resident genius +Murray Stiles developed the UniPhi template system way back in 2003, we've been using it to automate project status reports. To be honest, we have had mixed success. However, as the Indian in the Clint Eastwood classic "the Outlaw Josey Wales" once prosaically stated, we must endeavour to persevere. UniPhi 14 has six key new or expanded template controls that will hopefully increase the quantity of PCG reports being produced out of UniPhi.

These new features are split into three categories for the use cases they are looking to support - 1) General improvements applicable to all types of documents, 2) Cost Plan Report changes and 3) PCG report

General Template Improvements
  1. Added the ability to auto generate document names using template variables. This is a great feature that can standardise document naming to a common convention....the holy grail!
  2. Documents: Changed the line height of list items to match that of paragraphs.
  3. Custom CheckList template control now has a four column layout option.
  4. Distribution list template control now includes the Position of the relevant contact.
  5. Added a classification column to Distribution List template control.
  6. Document templates may mandate a minimum number of individuals required to sign off each document, in addition to the signoff roles being met.
  7. If a document has both an Autonumber step and a VariationOrder No or EOT No, the Autonumber will now take precedence in the document register.
Cost Plan Report Improvements
  1. Benchmark Elements template control that compares approved budget snapshots for a selection of projects.
  2. Budget Summary template control shows the level 2 codes plus any random other lines you wish to add into the Budget screen
  3. Budget Summary Text template control shows all text entered against the level 2 elements describing any assumptions, constraints etc. Note this data can come from underlying cost estimating tools that we integrate with. Ask us which ones and how to configure - our resident cost management expert Trudi Kirk will be able to assist.
  4. Budget template control: when showing the budget for a parent project, includes an option to show the budget breakdown for each child project as well.
PCG Report Improvements
  1. Document Register template control shows the metadata for a filtered list of signed off documents including document name and ID, author, date modified, etc.
  2. Issue Summary template control will now allow multi-select for projects when used in portfolio mode
  3. Issue Summary template control will now include issue custom fields as optional columns.
  4. Periodic Issue count template control now allows a subset of categories to be included/excluded from final output.
You can see an example of a PCG report being generated here:

And comparing two cost plans here:

If you liked this post, follow us on LinkedIn to make sure you don't miss the next one!


Share this:

We have software solutions for

The enterprise
The Enterprise

Imagine being able to see your project portfolio status. The transparency of UniPhi makes this possible in real-time.

Major projects
Major Projects

There’s project management, then there’s UniPhi. Collaborate effectively as a team and get results.

Your business
Your Business

Real-time practice management, profitable results. Take control of your small to medium business today.

uniphi onsite

On-the-go doesn’t mean disconnected. Track and change project information from your iOS or Android device.

Project and Portfolio Management Software

Award-winning software to collaborate, track and report on your project portfolio.

Covers all areas of project work

Document management

Content generation with the latest version.

Financial management

Real time profitability now and at completion.


Communicate across a virtual team.

Risk management

Execute the plan. Track effectiveness.

Issues management

Focus on the problem, resolve it quickly.

Resource management

Real time utilisation and overallocation.

Time management

What project's slipping, what has slipped?

Cost management

Cost benchmarks, forecasting and reports.

Contract management

Know your commitments. Audit trail varations.

and Reports

Progress on all 9 functions in one screen.