About UniPhi

UniPhi is a web-based portfolio and project management software that incorporates all aspects of project management, including document management, financial management, project collaboration, risk management, issue management, and resource planning. The UniPhi solution also features time management, cost management, and contract management functionality alongside dashboards and reports.

UniPhi allows users to store, create and manage documents in a single location. Users can also track and manage contracts, communicate contract variations, and progress payments from UniPhi’s centralised platform. With cost benchmarking, forecasting, and reporting technology plus timesheets and timesheet approvals, users can manage project costs and financials. UniPhi features portfolio dashboards and progress reports which enable users to gain insight into project performance.

Users can raise, assign, and monitor risks and issues across portfolios, programs, or projects. UniPhi’s real-time communication and collaboration tools allow users to manage projects, portfolios and tasks, and the software can be integrated with applications including Microsoft Outlook, SugarCRM, and MYOB. UniPhi serves to streamline resource planning and time management with real-time utilisation, location technology, delivery date and due date tracking.

Pricing starting from:

$10.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of UniPhi

  • UniPhi offers a scalable solution, allowing users to expand their UniPhi system at any time by choosing the specific modules their business requires.

  • As a cloud-based solution, users can access UniPhi via any web browser, or through the native iOS and Android mobile apps.

  • UniPhi facilitates distributed data capture, enabling project teams to update tasks, generate invoices, pay suppliers, monitor risks, and resolve issues automatically without needing to write up status reports.

  • UniPhi supports third-party integration with applications such as Microsoft Outlook, Microsoft Excel, and MYOB.

  • UniPhi provides a centralized and transparent platform from which to view information related to individual projects or across an entire portfolio, giving team members their own perspective of issues, risks, documents, tasks and budgets.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premises

    Markets

    Australia, New Zealand, South Africa, United Arab Emirates, United Kingdom and 1 others

    Supported Languages

    English

    Pricing starting from:

    $10.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    UniPhi Software - Store, create & manage documents in one location
    UniPhi Software - View project IDs & track project due dates
    UniPhi Software - Manage cost benchmarks, forecasting & reports
    UniPhi Software - Raise issues & assign to resources for review
    UniPhi Software - Track project status
    UniPhi Software - Generate summary, time or submission reports & visualize data
    View 9 more
    UniPhi video
    UniPhi video
    UniPhi video
    UniPhi Software - Store, create & manage documents in one location
    UniPhi Software - View project IDs & track project due dates
    UniPhi Software - Manage cost benchmarks, forecasting & reports
    UniPhi Software - Raise issues & assign to resources for review
    UniPhi Software - Track project status
    UniPhi Software - Generate summary, time or submission reports & visualize data

    Features

    Total features of UniPhi: 160

    • API
    • Access Controls/Permissions
    • Accounting Integration
    • Activity Dashboard
    • Activity Tracking
    • Agile Methodologies
    • Alerts/Notifications
    • Annotations
    • Approval Process Control
    • Archiving & Retention
    • Assignment Management
    • Attendance Tracking
    • Audit Management
    • Audit Trail
    • Automatic Time Capture
    • Bid Management
    • Billable & Non-Billable Hours
    • Billing & Invoicing
    • Budget Management
    • Budget Tracking
    • Budgeting/Forecasting
    • Buy Side (Suppliers)
    • CRM
    • Calendar Management
    • Capacity Management
    • Change Management
    • Change Order Management
    • Client Portal
    • Clock In/Out
    • Collaboration Tools
    • Commenting/Notes
    • Commercial
    • Completion Tracking
    • Compliance Tracking
    • Configurable Workflow
    • Contact Management
    • Content Management
    • Contract Drafting
    • Contract Lifecycle Management
    • Contract/License Management
    • Contractor Management
    • Cost-to-Completion Tracking
    • Customisable Branding
    • Customizable Fields
    • Customizable Reports
    • Customizable Templates
    • Dashboard
    • Data Extraction
    • Data Import/Export
    • Data Visualization
    • Deadline Management
    • Demand Forecasting
    • Digital Signature
    • Document Automation
    • Document Capture
    • Document Classification
    • Document Generation
    • Document Management
    • Document Review
    • Document Storage
    • Drag & Drop
    • Electronic Signature
    • Email Management
    • Employee Database
    • Employee Management
    • Employee Scheduling
    • Employee Time Tracking
    • Equipment Tracking
    • Estimating
    • File Conversion
    • File Recovery
    • File Sharing
    • For AEC Industry
    • Forecasting
    • Forms Management
    • Full Text Search
    • Gantt/Timeline View
    • Government Contracts
    • Idea Management
    • Incident Reporting
    • Inventory Management
    • Issue Management
    • Job Costing
    • Kanban Board
    • Leave Tracking
    • Milestone Tracking
    • Mobile Access
    • Mobile Time Tracking
    • Monitoring
    • Multiple Billing Rates
    • Multiple Projects
    • Offline Access
    • Offline Time Tracking
    • Online Time Clock
    • Online Time Tracking Software
    • Optical Character Recognition
    • Overtime Calculation
    • Payment Processing
    • Payroll Management
    • Percent-Complete Tracking
    • Permit Management
    • Planning Tools
    • Portfolio Management
    • Pre-built Templates
    • Prioritization
    • Progress Tracking
    • Project Estimating
    • Project Management
    • Project Planning
    • Project Planning/Scheduling
    • Project Templates
    • Project Time Tracking
    • Project Tracking
    • Project Workflow
    • Projections
    • Purchase Order Management
    • RFI & Submittals
    • ROI Tracking
    • Real Time Data
    • Real Time Notifications
    • Real Time Reporting
    • Real Time Updates
    • Reminders
    • Renewal Management
    • Reporting & Statistics
    • Reporting/Analytics
    • Reporting/Project Tracking
    • Requirements Management
    • Residential
    • Resource Allocation & Planning
    • Resource Management
    • Resource Request
    • Resource Scheduling
    • Risk Management
    • SSL Security
    • Scheduling
    • Search/Filter
    • Secure Data Storage
    • Sell Side (Customers)
    • Sick Leave Tracking
    • Skills Tracking
    • Specialty Contracts
    • Status Tracking
    • Subcontractor Management
    • Supplier Management
    • Task Management
    • Task Progress Tracking
    • Task Scheduling
    • Team Collaboration
    • Template Management
    • Testing/QA Management
    • Third Party Integrations
    • Time & Expense Tracking
    • Time Off Requests
    • Timesheet Management
    • Traditional Methodologies
    • Utilization Reporting
    • Vacation/Leave Tracking
    • Version Control
    • Workflow Management

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    Reviews

    Overall rating

    4.1 /5
    (52)
    Value for Money
    4.0/5
    Features
    3.8/5
    Ease of Use
    3.6/5
    Customer Support
    4/5

    Already have UniPhi?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 52
    Graham
    Overall rating
    • Industry: Government Administration
    • Company size: 201–500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Ever expanding functionality which improves efficiencies, and is well supported.

    Reviewed on 01/11/2019

    UniPhi has allowed us to obtain real time data for all of our projects. The important distinction...

    UniPhi has allowed us to obtain real time data for all of our projects. The important distinction between UniPhi and other products is that UniPhi is predominantly a project “management” tool which may be used to produce reports, rather than being a project reporting tool. This is a key and fundamental difference.

    Pros

    UniPhi is like a more sophisticated and complete solution for project management and collaboration. Logging all relevant and important information regarding projects is far more efficient than use of say email, or single function task logging solutions. I like the way UniPhi allows data which has been entered to be reused many times (e.g. adding budget information, and having those same dollar amounts included into key project documents and reports)

    Cons

    Change management can be difficult (with any software deployment). Users who have used typical Gantt charts in the past will require close management, and lots of attention so that they see the personal benefits of NOT relying on a Gantt chart to manage their own workload, and the workload of their team. As more project management software products move away from the typical Gantt chart approach, this should be an easier sell.

    Neil
    Overall rating
    • Industry: Government Administration
    • Company size: 51–200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    UniPhi - Gain back control of your Projects

    Reviewed on 06/11/2019

    The company UniPhi are excellent to deal with, their consultants have a vast knowledge of different...

    The company UniPhi are excellent to deal with, their consultants have a vast knowledge of different industries and how this translates to the getting the most out of the product and ensuring a successful inmplementation. Their developers have been terrific and very understanding when we have recommended changes or found issues they have been dealt with promptly and professionally.

    Pros

    The UniPhi software provides the entire project team and senior management with great visibility of your contracts, cashflow, risks and issues which enables the team to make decisions real-time to ensure the success of the project and to provide expenditure and income forecasts.

    Cons

    As an administrator of the application i would like to see more audit trails provided that allow for visibility of who performed what functions and when. Thee are many areas of the system where users can enter comments regarding the reasons for certain changes, but this does not always provide a true audit of how and why a scenario was reached.

    Alternatives Considered

    SAP Concur

    Reasons for Switching to UniPhi

    UniPhi was the only product that met the majority of our requirements and still provided an intelligent and easy to use solution.
    Rebecca
    Overall rating
    • Industry: Architecture & Planning
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Review

    Reviewed on 06/11/2019

    Pros

    Templates. Our company has different service lines eg Access, OHS, Project Management etc and being able to create different templates for each department works well and is efficient practice.

    Cons

    Not very flexible. Contract don't allow for additional information to be inputted such as supplier numbers or multiple names due to invoicing requirements of some of our clients. We have to manipulate the invoice with a PDF editor program. The invoice template could be more clearer and cleaner.
    Not having a dedicated customer service rep to assist with day to day issues is also an annoyance but I understand a new customer serve platform is coming soon.
    Reports. We have found that while there is a huge amount to chose from, not many are useful. Sometimes you have to refer to 3 or 4 to get the data you need. For eg there is no 1 report that tells us a) the project budget b)how much the cost is up to date c) how much we have invoiced and d) how much fee is remaining. That is important info to help manage our projects.
    Resources- have a system in place that alerts to duplicates being created would be a big improvement to the program.

    Response from UniPhi

    Hi Rebecca,

    I am sorry to hear you have not had an optimal customer service experience. In the case of your organisation, your point of contact is a UniPhi re-seller, which does place a little extra distance between us and you. However, as you mentioned, we have now launched a new chat app on our website, so you can speak directly to a team-member during business hours. Hopefully this will help alleviate day to day issues that you face.

    On the subject of reports, if you feel there is a gap in the suite of standard reports, please provide us the details via [email protected]

    As far as duplicate resources go, we do ensure you cannot have two Organisations with the same name or ABN, however for contacts it is very hard to detect what is a duplicate and what is legitimately two people with the same name, for this reason we err on the side of caution.

    Sonia
    Overall rating
    • Industry: Civil Engineering
    • Company size: 5,001–10,000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Positive Software experience, a very high level of customer support available.Can't comment on...

    Reviewed on 19/07/2017

    Systematic and fully integrated management of our project information. Great assistance with...

    Systematic and fully integrated management of our project information. Great assistance with auditing and reviewing performances.

    Pros

    As a Document Controller, the complete integration of data input, information, reporting, records management, version control, transmittals, document and methodology libraries...the traceability.

    I also really like the support. There are multiple avenues for support and learning, the UniPhi-Youtube channel with tutorials is excellent. The UniPhi website contains very helpful manuals and FAQs section. Finally our Manager Graham Eldridge is accessible and always helpful and willing to tailor solutions to needs, fix issues.
    In an offsite setting as a new to industry worker, the support is critical. I have never felt that I am asking too many questions, although I do try and go to the resources first.
    Coming from a background as a Bank Manager using dashboards, I can see that UniPhi would also produce valuable and insightful data that would assist in saving huge amount of time in preparing client reports, (although not used on our deployment).

    Cons

    I don't feel confident that filters are always providing accurate results. Filter ranges or settings feel clunky, or not providing sufficient flexibility to manipulate data sorting.
    With that said on our deployment UniPhi has not been untilised to it's true potential.... and whenever I have a problem, I never ever receive a brush off from our UniPhi Manager .. he will happily try and resolve and create workarounds.

    Nimai
    Overall rating
    • Industry: Construction
    • Company size: 201–500 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 4.0 /10

    Cloud based project management tool

    Reviewed on 05/11/2019

    UniPhi is a fantastic tool which integrates a variety of project management and cashflow tools....

    UniPhi is a fantastic tool which integrates a variety of project management and cashflow tools. It's single major flaw that UniPhi refuses to address is the inability to tie contract phasing to project schedule lifecycles. The fact that we are letting major civil construction contracts without the ability to S-curve the cashflow forecast is ludicrous and unacceptable. It is ironic that the S-curve functionality exists within UniPhi, however the company for some inexplicable reason has eliminated this option from contract phasing and have forced a flat line "Date A" to "Date B" approach for autophasing. This means if you have a $1m Contract phased over 10 months, the autophaser will forecast $100k per month spend. Everyone that has worked a day in the industry understands that construction costs are incurred on an "s-curve", not a flat line. This HAS to change UniPhi!!!!!!

    Pros

    Integration of various tool sets which exist in different pieces of software into one package.

    Cons

    Inability to S-curve cashflow forecast for contracted items.

    Showing 5 reviews of 52 Read all reviews

    UniPhi FAQs

    Below are some frequently asked questions for UniPhi.

    UniPhi offers the following pricing plans:

    • Starting from: $10.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Contact UniPhi directly for pricing details.

    UniPhi has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    UniPhi supports the following languages:

    English

    UniPhi supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    UniPhi integrates with the following applications:

    MYOB Business, Microsoft Excel, Microsoft Outlook, Microsoft Power BI, SugarCRM, Xero

    UniPhi offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for UniPhi.