UniPhi Pricing, Reviews and Features (June 2023)

UniPhi Features Show All Features

Project Management Features

Timeline ViewA project timeline is a visual list of tasks or activities placed in chronological order, which lets project managers view the entirety of the project in one place. A project timeline typically takes the form of a horizontal bar chart, where each task is given a name and a corresponding start and end date.
Project TemplatesA project template is a project that includes work packages and actions that you know you will frequently apply to various projects.
Idea ManagementIdea management is a structured process of generating, capturing, discussing and improving, organizing, evaluating and prioritizing valuable insight or alternative thinking that would otherwise not have emerged through normal processes.
Kanban BoardA kanban board is an agile project management tool designed to help visualize work, limit work-in-progress, and maximize efficiency (or flow). A kanban board helps make your work visible so you can show it to others and keep everyone on the same page.
Time & Expense TrackingTime and expense tracking is the process of recording and tracking hours worked and expenses as they relate to projects. Time and expense tracking may provide multiple timesheet and expense views, configurable work time, overtime, approval, and expense reporting policies to allow organizations to effectively collect and manage time and expenses based on their unique requirements. It enables companies to reduce errors, duplicate entries, and administrative overhead. It can also reduce the amount of time it takes to collect and report project data, manage timesheets and remote data entry.
Task ManagementTask management is the method of tracking the progress of your project's activities from start to finish. This entails constantly making choices for your tasks in order to accommodate adjustments that might arise in real-time, with the end goal of completing your tasks successfully.
Status TrackingThe term status tracking is used in most CRM systems to describe the process of tracking email delivery within the CRM. The most basic form of email status tracking is determining whether or not a recipient has opened an email. Some software also keep track of which of the email's individual URLs is clicked.
Resource ManagementResource management refers to the process of obtaining, allocating, and managing resources for a project, such as people and their expertise, budgets, technology, materials, machinery, and natural resources. Internal and external resources are used efficiently, on schedule, and under budget, thanks to resource management.
Requirement ManagementThe process of recording, reviewing, tracing, prioritizing, and deciding on specifications, as well as controlling change and interacting with relevant stakeholders, is known as requirement management. It is a continuous process that occurs over the duration of a project. A capacity to which a project result should adhere is referred to as a prerequisite.
Project PlanningProject planning is a phase in project management where the necessary paperwork is generated to ensure that the project is completed successfully. All activities taken to identify, schedule, integrate, and organize additional plans are recorded.
Portfolio ManagementPortfolio management is described as the process of managing an individual's assets in order to maximize earnings over a set period of time.
Percent-Complete TrackingPercent complete tracking is a way to track project progress and is an important part of how to manage a project. A project's percent complete refers to how far along you are with any given mission (or the project overall).
Milestone TrackingA project is only considered a success if all of the client's objectives are met. These are usually articulated in terms of the complexity of what needs to be delivered, its consistency, the costs involved, and the timeframes involved. The most effective way to manage the timescale factor is to monitor milestones. Effective project preparation concentrates on the most important deliverables, with assignments outlining how the job will be structured to meet the deadlines. Milestones are used to classify these main completion dates so that projected dates can be compared to committed dates as the project progresses. This is what's referred to as milestone tracking.
Issue ManagementThe practice of finding and addressing problems is known as issue management. Problems with employees or vendors, technological glitches, and supply shortages can all wreak havoc on your project. If the problem isn't fixed, you risk causing needless friction, delays, or even failure to meet the deadline.
Budget ManagementThe method of administering and controlling the finances associated with business ventures is known as budget management. It’s not only about coming up with a single overall number for a particular project but also about understanding the individual cost elements and the logistics of budget tracking.
Recurring Task ManagementRecurring task management involves ensuring that the recurring tasks (that happen over and over again on a regular basis) are properly managed by the project manager to ensure efficiency and productivity.
IT Project ManagementThe planning, scheduling, execution, tracking, and reporting of IT projects is known as IT project management (ITPM). Although many industries concentrate solely on IT ventures, IT is unique in that it is present in almost all, if not all, industries.

Contract Management Features

Specialty ContractsHelps managing specialty or formal contracts that mainly are written agreements, as a deed.
Sell Side (Customers)Sell-side is the part of the financial industry that is involved with the creation, promotion, and sale of stocks, bonds, foreign exchange, and other financial instruments to the public market.
Lifecycle ManagementThe project life cycle is a 4-step framework designed to help project managers guide their projects successfully from start to finish. The purpose of the project life cycle is to create an easy to follow framework to guide projects.
Government ContractsA government contractor is a private company that produces goods and services for public government agencies. Contractors become employed by the government by winning contracts that are out for bid.
Full Text SearchA Full text search is that which compares every word in a document, as opposed to searching an abstract or a set of keywords associated with the document. Word processors and text editors contain full-text search functions that let you find a word or phrase anywhere in the document.
Digital SignatureA digital signature is a mathematical scheme for demonstrating the authenticity of digital messages or documents. Digital signatures can provide proof of origin, time, identity, and status of a digital document. A signature confirms that the data emanated from the signer and has not been tampered with during transit.
Contract TemplatesThe Contract is the legal document which provides you and your customer a definition and Scope of Work, as well as expectations and responsibilities for all parties, schedule and terms, and procedures that are to be followed if either party breaches the terms of the Contract.
Completion TrackingHelps in setting certain completion criteria for any activity within a contract management process
Buy Side (Suppliers)The financial institutions of a free-market economy include a segment called the buy-side: firms that purchase investment securities. These include insurance firms, mutual funds, hedge funds, and pension funds, that buy securities for their own accounts or for investors with the goal of generating a return.
Approval WorkflowThe approval workflow is a common business process that requires someone to sign off on the data at a certain stage. Approval workflows require multiple checks throughout the process and from a variety of different stakeholders. Most workflows require some kind of approval built into them.
Milestone TrackingA project is only considered a success if all of the client's objectives are met. These are usually articulated in terms of the complexity of what needs to be delivered, its consistency, the costs involved, and the timeframes involved. The most effective way to manage the timescale factor is to monitor milestones. Effective project preparation concentrates on the most important deliverables, with assignments outlining how the job will be structured to meet the deadlines. Milestones are used to classify these main completion dates so that projected dates can be compared to committed dates as the project progresses. This is what's referred to as milestone tracking.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.
Document ManagementDocument management, also known as Document Management Systems (DMS), is the process of storing, managing, and tracking electronic records and electronic images of paper-based/material collected by a document scanner using a computer device and software. Document management is the process used by organizations to store, manage, and track electronic documents.
Version ControlThe process of monitoring and handling changes to software code is known as version control, also known as source control. Version control systems are automated tools that aid software development teams in managing source code changes over time. Version control systems help software teams operate quicker and smarter as development environments have accelerated.
Contract DraftingContract drafting is the act of writing down the terms and conditions of an agreement. The parties to a contract may go through several drafts and negotiation sessions before the official contract is finalized.
Auto ExtractionHelps in conducting auto scanning of data and extract the required piece of information from a contract document

Document Management Features

Offline AccessOffline access allows your team members to access the collaboration software even if they aren’t connected to the internet. There can be various issues like network failure, weak signals, Wifi connectivity issues, or low coverage that may hamper productivity. But offline access allows you to still interact with the software despite network issues.
File Type ConversionFile conversion is the process of taking a file of one format and changing it into another. This is especially handy since you may one day work with files which are not compatible with the different programs you need to use.
File RecoveryThe restoring or retrieval of missing or damaged files from a disc or hard drive is known as file recovery. Also known as data recovery, it involves salvaging lost, corrupted, or formatted files from a secondary storage in cases where data stored in those files cannot be accessed in the usual way.
e-SignatureAn electronic signature, also known as an e-signature, is a legal method of obtaining permission or approval on electronic documents or forms. In almost every process, it can take the place of a handwritten signature.
Document RetentionDocument retention is a system that allows you and your employees to automatically create policies and determine what should be done with particular documents or records at a certain point of time.
Document IndexingDocument indexing is the process of identifying specific attributes of a document in order to make correct document retrieval easier and faster. This is achieved by the use of an index, which is a system for making descriptive data easier to find. It's important that document indexing is performed correctly; otherwise, getting back to a scanned document would be difficult, if not impossible.
Document AssemblyThe design of systems and workflows that assist in the development of electronic documents is known called document assembly or document automation or document management. These include logic-based systems that assemble a new document from pre-existing text and/or data segments. Certain companies are gradually using this method to put together legal documents, contracts, and letters. Companies may also use document assembly to reduce data entry time, proof-reading time, and the risks associated with human error.
Document ArchivingDocument archiving involves storing documents that you don't use on a daily basis in a safe location for an extended period of time. It's a difficult process to master, and getting it wrong will leave you vulnerable to security breaches. Data archiving services will handle your records for you, reducing the risk of errors and enhancing data security.
Compliance TrackingCompliance tracking is the process of organizing and monitoring compliance-related data and activities to ensure that no detail is overlooked. Compliance tracking can keep you updated as rules and standards shift, and it can also help you better understand how to prepare for projects, resources, and deadlines in the future.
Collaboration ToolsCollaboration tools make it easier for people to work together. A collaboration tool's aim is to assist a group of two or more people in achieving a shared goal or objective. Paper, flipcharts, post-it notes, and whiteboards are examples of non-technical collaboration tools. Collaboration software, on the other hand, is a technological tool.
Version ControlThe process of monitoring and handling changes to software code is known as version control, also known as source control. Version control systems are automated tools that aid software development teams in managing source code changes over time. Version control systems help software teams operate quicker and smarter as development environments have accelerated.
Optical Character Recognition (OCR)Helps in converting scanned paper documents into editable files

Time Tracking Features

Timesheet ManagementA timesheet is a physical or virtual tool that allows you to record and keep track of your worked time. That means that, as an employer, you'll be able to see exactly how many hours each employee has worked for. Timesheets were formerly known as time books.
Multiple Billing RatesMultiple Billing rate means a temporary indirect cost rate applicable to a specified period that is used for funding, interim reimbursement, and reporting indirect costs on federal or federal pass-through awards pending the establishment of a final rate for the period.
Mobile Time TrackingMobile time tracking is the process of recording working time with mobile devices. Employees can clock in and out using a dedicated mobile app. Some mobile time tracking tools offer GPS tracking and geofencing as well.
Billable & Non-billable HoursBillable hours are the hours you spend doing tasks for a particular project. On the other hand, whenever you're doing tasks that are important for the overall success of your business, such as bookkeeping or looking for new clients, you will mark these hours as non-billable.
Employee DatabaseAn employee database contains critical information, such as each employee's personal information, as well as company-related information such as their payscale, hire date, and more. That database can be used to help you better understand your employees and make data-based decisions that push your company forward.
Leave Tracking (Vacation)A leave management system, also known as LMS, is a platform that enables a company to easily and correctly allocate, track and grant leave as well as allow for employees to request and track their own leave.
Billing and InvoicingBilling and invoicing feature allows you to bill project services directly to customers, employees and external service providers. Invoices can be created based on milestones, partial payments and final payments as well as at cost (time and material). Timesheets required in many industry sectors are generated by the system.
Overtime CalculationOvertime calculation is the calculation of the extra hours for which the employees have worked.
Offline Time TrackingOffline time tracking is the time tracking feature that is used to track the time at work, productive time, and idle time when the employee is working without an internet connection.
Automatic Time CaptureAutomatic trackers completely remove the need to manage timers or manually input data, accurately recording all your work activity for you in the background. Some even use artificial intelligence to create your daily time sheets.

UniPhi Technical details

Support

Business Hours

Customer Type

Large Enterprises Medium Business Small Business

API

Location / Phone Number

Hurstville, Australia / +61 2 9570 3160

Deployment

SaaS/Web/Cloud Mobile - Android Mobile - iOS

Official Website

http://www.uniphi-software.com/

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