What if my resource is not in the list? If a resource is not shown in the resource list you will need to enter them in to your resources database. To do this, Go to Portfolio > Resources. Optional Fields: Not all fields are relevant to all projects / portfolios and can be ignored. If a field is mandatory you will not be able to create the new project and will be notified with a red warning message. Parent Project: UniPhi allows for a program of works within a portfolio to have an unlimited number of “child” projects underneath it. This is managed through selecting the Parent Project that the newly created project belongs to. Parent projects will consolidate budgets and contract costs and revenue for all children allocated to it. The Parent project will also display issues and risks that exist across the program (i.e. within each child) The resulting project filter will look like this: Priority: Companies can devise their own Project Prioritisation Framework which the user creating the project can complete to establish a projects’ priority. The prioritisation framework is displayed at the bottom of the create project screen. If you complete the Project Prioritisation Framework the result will automatically populate in this field once the project is created. Alternatively you can enter in a priority manually. Project prioritisation allows team members to make discretionary decisions over work that needs to be completed at the same time. Knowing which project has a greater priority to the organisation can assist in the decision making, reducing the management time required to review and prioritise tasks. If this box is ticked only resources assigned to the project can view it. Use great caution Private Project: when selecting a project to become private as it is possible for the project to become invisible, i.e. if no resources are assigned to a project and it becomes Private. Win %: As explained in the introduction to the session, projects are generally created when a quote or proposal is required. When Revenue, costs and hours are estimated, UniPhi will automatically adjust these Revenue in reports by the win % allocated to the project. The win % represents the probability that the organisation will win the job. The end result is a risk adjusted resource plan and cash flow forecast for the business. Win/loss ratios displayed in the Submissions dashboard can assist the user in determining a value for this particular field. Revenue %: The Revenue % functions the same as the win % thereby compounding the risk adjustment factor. The Revenue % adjustment reflects the likely reduction in Revenue that will occur through contract negotiation phase.
What if my resource is not in the list? If a resource is not shown in the resource list you will need to enter them in to your resources database. To do this, Go to Portfolio > Resources. Optional Fields: Not all fields are relevant to all projects / portfolios and can be ignored. If a field is mandatory you will not be able to create the new project and will be notified with a red warning message. Parent Project: UniPhi allows for a program of works within a portfolio to have an unlimited number of “child” projects underneath it. This is managed through selecting the Parent Project that the newly created project belongs to. Parent projects will consolidate budgets and contract costs and revenue for all children allocated to it. The Parent project will also display issues and risks that exist across the program (i.e. within each child) The resulting project filter will look like this: Priority: Companies can devise their own Project Prioritisation Framework which the user creating the project can complete to establish a projects’ priority. The prioritisation framework is displayed at the bottom of the create project screen. If you complete the Project Prioritisation Framework the result will automatically populate in this field once the project is created. Alternatively you can enter in a priority manually. Project prioritisation allows team members to make discretionary decisions over work that needs to be completed at the same time. Knowing which project has a greater priority to the organisation can assist in the decision making, reducing the management time required to review and prioritise tasks. Private Project: If this box is ticked only resources assigned to the project can view it. Use great caution when selecting a project to become private as it is possible for the project to become invisible, i.e. if no resources are assigned to a project and it becomes Private. Win %: As explained in the introduction to the session, projects are generally created when a quote or proposal is required. When Revenue, costs and hours are estimated, UniPhi will automatically adjust these Revenue in reports by the win % allocated to the project. The win % represents the probability that the organisation will win the job. The end result is a risk adjusted resource plan and cash flow forecast for the business. Win/loss ratios displayed in the Submissions dashboard can assist the user in determining a value for this particular field. Revenue %: The Revenue % functions the same as the win % thereby compounding the risk adjustment factor. The Revenue % adjustment reflects the likely reduction in Revenue that will occur through contract negotiation phase.