UniPhi Features List

UniPhi

Portfolio & project management software

4.43/5 (21 reviews)

UniPhi Feature Summary

  • Portfolio management
  • Budget management
  • Collaboration tools
  • Project management
  • Document management
  • Financial management
  • Communication management
  • Contract management
  • Timesheet management
  • Invoice management
  • Supplier invoices
  • Quote management
  • Commitment tracking
  • Template management
  • Cost management
  • Document storage
  • Version control
  • Commenting
  • Due date tracking
  • Filtered views
  • Document templates
  • Real time data
  • Best practices repository
  • Approval process control
  • Role-based permissions
  • Permission management
  • Issue tracking
  • Assignment management
  • Escalation management
  • Risk management
  • Audit trail
  • Progress reports
  • Microsoft Outlook integration
  • Third party integrations
  • Collaborative workspace
  • Reporting & statistics
  • Lifecycle management
  • Data import/export

Project Management & Planning Feature Comparison

Most popular features of all Project Management & Planning apps

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Automatic Notifications (81 other apps)
Collaboration Tools (111 other apps)
Collaborative Workspace (77 other apps)
Commenting (78 other apps)
Drag & Drop Interface (81 other apps)
Gantt Charts (76 other apps)
Prioritizing (98 other apps)
Progress Tracking (70 other apps)
Project Management (108 other apps)
Project Planning (97 other apps)
Project Time Tracking (115 other apps)
Project Tracking (71 other apps)
Projections (280 other apps)
Task Management (73 other apps)
Task Tracking (88 other apps)
Third Party Integration (87 other apps)
Timesheets (90 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


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UniPhi Feature Reviews

20 reviewers had the following to say about UniPhi's features:

Danielle Draper

Uniphi has changed our work. We have many working in remote locations and Uniphi has become imperati

2017-07-19

It is fantastic for our job tracking and consistency in project management.

Pros

The ease to use and train new staff. The cloud based nature of the software being helpful given the remote nature of our team.

Cons

There are a number of functions we don't use in the software, more specifically around costs and forecasting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alex Ghantous

Long term user

2017-08-09

collaboration across multiple sites and geographies

Pros

Integration of multiple areas of PM functions.

Cons

Reports tab. Mobile App interface.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sonia Michael

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

2017-07-19

Systematic and fully integrated management of our project information.

Pros

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Ekaterina Abramova

Very useful for managing research projects.

2017-08-09

Ability to keep track of important dates for research and funding.

Pros

For me the most useful are the issue management features.

Cons

It is a bit frustrating that I can't simply cut and paste texts into the documents. Instead, I have to paste the text into an intermediary dialog box. I would like to be able to organize the documents attached to UniPhi document in alphabetical or any other order.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Graham Haslemore

Love the functionality of the financial management

2017-07-30

Financial management and integrity.

Pros

I find particularly the full financial management path of the programme to be very good.

Cons

Document management is an area where there can be improvements made.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Bob Coote

The UniPhi experience has been positive and it has significantly enhanced our team's productivity.

2017-07-19

Good team feedback on the introduction of a tool that improves their day-to-day activities.

Pros

Ease of use, flexibility and adaptability. Comes from a solid core with plenty of potential for functionality expansions.

Cons

User interface and navigation could be enhanced.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Judi Gardiner

Excellent, Could not run projects without it - one stop software for all aspects of project delivery

2017-08-02

One stop software for all critical aspects of project delivery.

Pros

It manages work flow, collaboration, document control, emails, risk, financials, communications, traceability and reporting.

Cons

A minor disadvantage is not seeing documents finalised and records received by date in the home screens.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Other

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew Schaeffer

Clear potential as a complete management tool and is fairly user friendly.

2017-07-20

Pros

Comprehensive tool that is capable of handling correspondence, documents and cost control - not many tools do this well.

Cons

Difficult to customise to suit the exact way our particular business wants to do things e.g. cost management and reporting - this is due to certain functions that are fixed across all organisations so it lack a little flexibility there.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Bronwen Gilbert

I have been using Uniphi for years and I find it quite easy to use

2017-07-20

Pros

the amount of information that can be entered to a project, like money, staff members, and the various tabs that can easily be navigated through the project

Cons

Not being able to delete superseded templates and not having a more concise way of saving all the project correspondence related to the project.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Jason Audsley

I Love Uniphi - I have had it for 5 years now and have implemented into 4 organisations

2017-07-19

huge productivity and flexibility with a web based system

Pros

Integrated document management, cost and contract management in the one interface with web browser access and the app.

Cons

Most of them are user quirks and customisations that I haven't had completed but i regularly provide feedback to the development team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brett Buckley

A very powerful project management system that is adaptable to individual business proceedures.

2017-07-25

Easy to use with well constructed input fields.

Pros

Screen layout and filters are set up so that the user can concentrate on the tasks which need to be completed first rather trolling through information which is not relevant.

Cons

The set up parameters are tailored to your business. A review of how you do business should be undertaken prior to implementation so that your deployment is up to date. The system if crafted correctly has the ability to reinforce the culture within your business.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Nick Jago

UniPhi has simplified the way I manage projects

2017-07-20

Auditable, traceable records for projects, with links between documents that reduce 'search' time if it was loose in an email account

Pros

And if you spend the right amount of time setting the system up, you reap huge rewards as your project progresses

Cons

Occasionally the screen presentation is overwhelming if you put too much info into one template. Users really need to be trained before running the system in order to get the most out of it (common sense really but causes some pain if staff turnover is high)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
David Hartigan

I have deployed UniPhi in a number of my business over the past 10 years, and will continue to.

2017-07-19

Huge gains in efficiency and productivity

Pros

I have used UniPhi as a single project delivery tool; as a complete enterprise management tool; and everything in between, in different businesses.

Cons

While the functionality is bullet proof, it can take some time to get individual users up to a high level of competency.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew Smith

System is well presented and well run.

2017-08-07

The system cut down on administration tasks such as filing, letter/ document numbering and so on which allowed more time for critical issues.

Pros

User interface is firendly and easy to follow.

Cons

The filing system is sometimes hard to follow, however, this is thought to be a user based issue more than a uniphi issue.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Amy Brooks

Uniphi is one of the most comprehensive PM software systems that is extremely easy to use.

2017-07-24

Pros

They are detailed, transparent and can be easily linked to issues that can arise on a project so that the project manager can always find out what a project expense is for and why.

Cons

There is nothing we do not like about Uniphi. We are yet to find a downside to this product and we have been using it for over 2 years.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Tricia Casey

Fairly positive. Not as much application to context of small professional services firm

2017-07-24

Pros

Its flexibility and the capacity to track hours and utilisation of resources.

Cons

It is particular in its use. I have encountered difficulties in utilising all its capabilities across the organisation due to presumed knowledge. I am also not happy about the costs structure, and the lack of information about the proposed changes (as in no further permanent licenses)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
David Hartigan

I have used UniPhi in a number of my businesses over the past ten years, and will continue to do so.

2017-07-19

Because we can run everything on the one platform, we have experienced incredible improvements in productivity.

Pros

I have deployed UniPhi to run individual projects; as an enterprise management platform for an entire manufacturing and construction business, and many points in between.

Cons

Some of the 'user experience' aspects could do with a re-fresh. While the functionality is bullet proof, it can take a while for some users to get really comfortable and become proficient.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Derryn Boland

Uniphi is a great management tool to collaborate on technically or logistically challenging projects

2017-07-24

Pros

The software enables the organisation to create templates that suit their specific contractual requirements, generating efficiencies and consistency throughout the project.

Cons

Inability for the client to manipulate document headers and footers to actively keep the format up to date.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Belinda Jones

From what I've seen in the 3 months I've been using uniphi it is very efficient and functional.

2017-07-20

Pros

I also love that multiple people can be using the program at once and it doesn't crash or time out.

Cons

I think there could be a few things added to make things a little easier and more time efficient.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Keily Bain

UniPhi stores all of our document, and managed version control, and sign off status. It's so easy!

2017-07-25

Pros

It's ease of use and ability to act as a document repository as well as a reporting system.

Cons

Nothing...I love this system and it should be used more widely! Every time we require an update or an 'out of the box' addition it's been able to be done with no issues at all.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more