The access that your resource will have to the UniPhi system will depend on the licence type that you select. The five licence types available to you are: None. No access to your UniPhi deployment, the purpose of this licence type is purely to your external client information. This information can be used when generating documents, and emailing from UniPhi. A lower level of access which will allow your team members to see their issues and Team Member. actions, a view project related documents, and allocate time via their own timesheet. Project Manager. Access to issues, documents, and financial information relevant to projects they are assigned to Program Manager. High access to documents, issues, and financials across all projects. Administrator. Full access to issues, documents, financials, and methodology changes. Resources are specified as being Internal or External based on the Organisation & Sites that they are assigned to. (See below for Organisations & Sites) Organisations & Sites Organisations and sites are effectively the company or companies that a contact resource is associated with. Organisations refer to the company or business, while Sites refer to locations of that organisation. Therefore a site is always linked to an Organisation. Creating Sites & Organisations To add a new Organisation, go to the Portfolio, and the Add Organisations button As is the case when creating new contact resources, you will be presented with several detail fields that can be populated with organisation specific information. The only mandatory field that requires information at this stage is the organisation name, and the primary site details. Obviously the more details you have entered here, the more useful your resource information will be, particularly when performing tasks such as generating documents, or invoices, etc. Once you have created an organisation and primary site details, you can add additional sites by pressing the Add button under Sites.
The access that your resource will have to the UniPhi system will depend on the licence type that you select. The five licence types available to you are: None. No access to your UniPhi deployment, the purpose of this licence type is purely to your external client information. This information can be used when generating documents, and emailing from UniPhi. Team Member. A lower level of access which will allow your team members to see their issues and actions, a view project related documents, and allocate time via their own timesheet. Project Manager. Access to issues, documents, and financial information relevant to projects they are assigned to Program Manager. High access to documents, issues, and financials across all projects. Administrator. Full access to issues, documents, financials, and methodology changes. Resources are specified as being Internal or External based on the Organisation & Sites that they are assigned to. (See below for Organisations & Sites) Organisations & Sites Organisations and sites are effectively the company or companies that a contact resource is associated with. Organisations refer to the company or business, while Sites refer to locations of that organisation. Therefore a site is always linked to an Organisation. Creating Sites & Organisations To add a new Organisation, go to the Portfolio, and the Add Organisations button As is the case when creating new contact resources, you will be presented with several detail fields that can be populated with organisation specific information. The only mandatory field that requires information at this stage is the organisation name, and the primary site details. Obviously the more details you have entered here, the more useful your resource information will be, particularly when performing tasks such as generating documents, or invoices, etc. Once you have created an organisation and primary site details, you can add additional sites by pressing the Add button under Sites.
UniPhi%2013%20Cost%20Management%20Manual.docx