UniPhi Features

UniPhi

Portfolio & project management software

4.06/5 (50 reviews)

UniPhi Feature Summary

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

Project Management & Planning Feature Comparison

Most popular features of all Project Management & Planning apps

API (201 other apps)
Activity Dashboard (129 other apps)
Activity Tracking (121 other apps)
Automatic Notifications (122 other apps)
Collaboration Tools (156 other apps)
Drag & Drop Interface (123 other apps)
Gantt Charts (113 other apps)
Multiple Projects (105 other apps)
Prioritizing (139 other apps)
Progress Tracking (122 other apps)
Project Management (162 other apps)
Project Planning (124 other apps)
Project Time Tracking (165 other apps)
Project Tracking (117 other apps)
Projections (335 other apps)
Task Management (137 other apps)
Task Planning (107 other apps)
Task Tracking (140 other apps)
Third Party Integration (128 other apps)
Timesheets (113 other apps)

Competitor Feature Comparison

API
Access Control
Accounting Integration
Activity Dashboard
Activity Tracking
Approval Process Control
Assignment Management
Attendance Tracking
Audit Trail
Automated Billing
Automatic Notifications
Availability Indicator
Availability Management
Billable Hours Tracking
Billing & Invoicing
Budget Control
Budgeting
CRM Integration
Campaign Scheduling
Categorization
Client Portal
Collaboration Tools
Collaborative Review
Collaborative Workspace
Commenting
Communication Management
Configuration Management
Contract Management
Cost Estimating
Cost Tracking
Custom Fields
Data Import/Export
Deadline Management
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Email Integration
Email Templates
Escalation Management
Estimating
Event Triggered Actions
Expense Claims
Expense Tracking
File Transfer
Filtered Views
Financial Analysis
Financial Management
Forecasting
Gantt Charts
General Ledger
Help Desk Integration
Help Desk Management
Incident Management
Invoice Management
Invoice Processing
Issue Tracking
Lead Assignment
Lead Distribution
Lifecycle Management
Microsoft Outlook Integration
Mobile Integration
Monitoring
Multiple Projects
Performance Reports
Permission Management
Planning Tools
Portfolio Management
Prioritizing
Profitability Analysis
Progress Reports
Progress Tracking
Project Accounting
Project Budgeting
Project Estimating
Project Management
Project Planning
Project Templates
Project Time Tracking
Project Tracking
Projections
QuickBooks Integration
Quote Management
Real Time Analytics
Real Time Data
Real Time Reporting
Real Time Updates
Reporting & Statistics
Resource Allocation
Resource Management
Role-Based Permissions
Sales Forecasting
Search Functionality
Self Service Portal
Status Reporting
Task Management
Task Planning
Task Tracking
Template Management
Third Party Integration
Time & Expense Tracking
Timer
Timesheets
Version Control
Learn moreCompare App
API
Access Control
Accounting Integration
Activity Dashboard
Activity Tracking
Approval Process Control
Assignment Management
Attendance Tracking
Audit Trail
Automated Billing
Automatic Notifications
Availability Indicator
Availability Management
Billable Hours Tracking
Billing & Invoicing
Budget Control
Budgeting
CRM Integration
Campaign Scheduling
Categorization
Client Portal
Collaboration Tools
Collaborative Review
Collaborative Workspace
Commenting
Communication Management
Configuration Management
Contract Management
Cost Estimating
Cost Tracking
Custom Fields
Data Import/Export
Deadline Management
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Email Integration
Email Templates
Escalation Management
Estimating
Event Triggered Actions
Expense Claims
Expense Tracking
File Transfer
Filtered Views
Financial Analysis
Financial Management
Forecasting
Gantt Charts
General Ledger
Help Desk Integration
Help Desk Management
Incident Management
Invoice Management
Invoice Processing
Issue Tracking
Lead Assignment
Lead Distribution
Lifecycle Management
Microsoft Outlook Integration
Mobile Integration
Monitoring
Multiple Projects
Performance Reports
Permission Management
Planning Tools
Portfolio Management
Prioritizing
Profitability Analysis
Progress Reports
Progress Tracking
Project Accounting
Project Budgeting
Project Estimating
Project Management
Project Planning
Project Templates
Project Time Tracking
Project Tracking
Projections
QuickBooks Integration
Quote Management
Real Time Analytics
Real Time Data
Real Time Reporting
Real Time Updates
Reporting & Statistics
Resource Allocation
Resource Management
Role-Based Permissions
Sales Forecasting
Search Functionality
Self Service Portal
Status Reporting
Task Management
Task Planning
Task Tracking
Template Management
Third Party Integration
Time & Expense Tracking
Timer
Timesheets
Version Control
Visit WebsiteCompare App
API
Access Control
Accounting Integration
Activity Dashboard
Activity Tracking
Approval Process Control
Assignment Management
Attendance Tracking
Audit Trail
Automated Billing
Automatic Notifications
Availability Indicator
Availability Management
Billable Hours Tracking
Billing & Invoicing
Budget Control
Budgeting
CRM Integration
Campaign Scheduling
Categorization
Client Portal
Collaboration Tools
Collaborative Review
Collaborative Workspace
Commenting
Communication Management
Configuration Management
Contract Management
Cost Estimating
Cost Tracking
Custom Fields
Data Import/Export
Deadline Management
Document Management
Document Storage
Document Templates
Drag & Drop Interface
Email Integration
Email Templates
Escalation Management
Estimating
Event Triggered Actions
Expense Claims
Expense Tracking
File Transfer
Filtered Views
Financial Analysis
Financial Management
Forecasting
Gantt Charts
General Ledger
Help Desk Integration
Help Desk Management
Incident Management
Invoice Management
Invoice Processing
Issue Tracking
Lead Assignment
Lead Distribution
Lifecycle Management
Microsoft Outlook Integration
Mobile Integration
Monitoring
Multiple Projects
Performance Reports
Permission Management
Planning Tools
Portfolio Management
Prioritizing
Profitability Analysis
Progress Reports
Progress Tracking
Project Accounting
Project Budgeting
Project Estimating
Project Management
Project Planning
Project Templates
Project Time Tracking
Project Tracking
Projections
QuickBooks Integration
Quote Management
Real Time Analytics
Real Time Data
Real Time Reporting
Real Time Updates
Reporting & Statistics
Resource Allocation
Resource Management
Role-Based Permissions
Sales Forecasting
Search Functionality
Self Service Portal
Status Reporting
Task Management
Task Planning
Task Tracking
Template Management
Third Party Integration
Time & Expense Tracking
Timer
Timesheets
Version Control
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

See all iPhone Apps

Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

See all Android Apps

UniPhi Feature Reviews

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

Graham Eldridge

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

2019-11-01

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.

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.

Cons

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.

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
Hao Sun

Good system

2018-12-10

Very good softaware to track project time

Pros

easy to use and easy to track System is faster than the others.

Cons

If possible, I would like to check all the chargers time for several projects.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nandika Seneviratne

UniPhi review

2019-11-11

Pros

The software manages a multiple projects and assists the user to track design issues, budget and milestones effectively

Cons

Visual aspect can be improved, especially by providing the user maybe a summarised homepage on the projects allocated to him and the milestones required

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
Patrick Stark

Good product for efficient project management

2019-10-31

Great experiences on driving efficiency on our project, satisfied customer

Pros

Streamlines activity and consolidates PM functions into one software program

Cons

Interface can be somewhat confusing and not overly aesthetically appealing

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Sandra Pendavingh

UniPhi EXPERIENCES

2019-10-31

Uniphi has changed this Company's operations - it has emerged details into one system, helped the company to cope with growth. Set structure foundation to allow growth. Helped changed our image to a more professional business.

Pros

The great management of project scopes and finance - it enables live project movement.

Cons

Reports - report terminology isn't easy to understand what reports it refers to.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
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
Ryan Cox

Useful tool for managing project invoicing

2019-10-31

Amending an invoice once submitted can not be done, you need to prepare a credit note which caused cost plan issues initially, however it does mean you become more prompt with getting these activities done within the allocated time.

Pros

You can easily input the project cash flow and amend if required.

Cons

Setting up a project or new client is quite tricky until you understand how the software works, the different tabs etc can be confusing.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Julia Baumann

Functional product--Does what it says it will

2019-11-10

I can see how much work my team is doing for internal and external clients.

Pros

All information about a project can be input and tracked in UniPhi.

Cons

As a 'regular' user, I have to depend on others to customise reports. For example, I can only check on the team one team member at a time.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
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
Scott Phillips

Easy to use

2019-10-31

It's great that you can store the whole projects information all in the one place.

Pros

The program is easy to use.

Cons

To find the project manager for each project takes a few clicks, it would be good if there was a quick snapshot of who the main contact/project manager is.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
James McCafferty

Overall, I wouldn't recommend this product

2019-11-06

I have had no dealings with Uniphi, but I request minor tweaks on a monthly basis, through our graduate QS who is in contact with Uniphi and these changes never seem to happen

Pros

It is a reasonable project management tool and should be sold to PM's, not QS'

Cons

This programme is too complicated, yet lacks basic functionality and is completely unfit for purpose.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

0/10
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
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
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: Occasionally

Likelihood to recommend

10/10
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
Neil Boughey

UniPhi - Gain back control of your Projects

2019-11-06

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
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
Rebecca Cribbes

Review

2019-11-06

Pros

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
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
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
Tina Blackam

A user-friendly project management system that can be customised to individual business needs

2019-11-05

Very good, happy with the product.

Pros

Records and manages issues, tracking payments and budgets/forecasts, ability to run various customisable reports.

Cons

The business implementing it should undertake a review before using the system to ensure they know exactly what is required before implementing to avoid multiple attempts at refining it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Allison Crunden

Uniphi could do better

2019-10-31

We have multiple projects that we are trying to manage through Uniphi.

Pros

It generally provides good storage of documentation. The ability to develop and use templates and contracts is useful

Cons

Very poor customer support. The reporting is woeful and does not provide our organisation with the data we need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Amanda Hunt

its Not a real cashflow

2019-11-05

I think you have cost our business a lot if money due to not being able to forecast and scenario model our projects effectively, and then you bury your head in the sand when we give feedback

Pros

Online approvals are great. Instant approvals are good

Cons

The cashflow is a disgrace Numbers change by themselves I can’t scenario model my project for potential changes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

0/10
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
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