UniPhi
UniPhi is a cloud-based project and portfolio management system for tracking, reporting, and collaboration across projects.
What UniPhi is
UniPhi is a cloud-based project and portfolio management system for tracking, reporting, and collaboration across projects. Its scope includes documents, issues, finances, contracts, resources, risks, time, communications, and reporting, plus project-controls solutions. Automation rules, time tracking, and guest access are included. Teams can import information from Excel, MSP, P6, and other sources, connect with Microsoft Office and third-party accounting, CRM, and project-management systems, and use the REST API to send project and portfolio data to Microsoft Power BI. UniPhi OnSite supports creating and managing issues and documents on iOS and Android phones or tablets, including when mobile service is unavailable. The Outlook add-in saves emails as issues or documents, but needs a cloud-hosted UniPhi deployment and Microsoft 365 Exchange Online and does not work with shared mailboxes. Included services cover patches, upgrades, hosting for forms authentication, and backup and recovery. Pricing is on request.
Good
- Covers documents, finances, risks, and reporting
- Includes automation rules and time tracking
- Mobile issue and document management
- Connects data to Microsoft Power BI
- Supports guest access
Watch out
- Pricing is available only on request
- Outlook add-in requires Exchange Online
- Shared mailboxes are unsupported
- Routine maintenance allows one hour monthly unavailability
Who it suits
UniPhi suits project-delivery teams across industries, including office, on-site, remote, client-side, property, joint-venture, and benchmarking work. It is useful where portfolio reporting, mobile issue management, and integrations are required.
Verdict
UniPhi combines broad project-lifecycle coverage with mobile tools, imports, integrations, and Power BI reporting. Its paid, quote-based model and Outlook requirements should be checked against each team’s deployment needs.
The facts
Each one read from UniPhi's own pages, with the date it was checked.
What it does
- Audience
- The company presents UniPhi for teams delivering projects across industries, including on-site, office-based, and remote stakeholders.checked 11 Oct 2026
- Automation rules
- Yeschecked 22 Sep 2026
- Guest access
- Yeschecked 22 Sep 2026
- Included service
- The terms list software patches, reinstallations, upgrades and new releases, hosting for forms-based authentication, and data backup and recovery among included services.checked 11 Oct 2026
- Integrations
- The company says UniPhi connects with Microsoft Office, including Outlook, and with third-party accounting, CRM, and project-management systems.checked 11 Oct 2026
- Mobile
- UniPhi OnSite lets users create and manage issues and documents on iOS or Android phones and tablets, including when a mobile network is unavailable at times.checked 11 Oct 2026
- Outlook integration
- The UniPhi for Outlook add-in saves emails into UniPhi as an issue or document; it requires a cloud-hosted UniPhi deployment and Microsoft 365 Exchange Online, and does not work in shared mailboxes.checked 11 Oct 2026
- Power BI API
- UniPhi says it uses its REST API to connect project and portfolio data to Microsoft Power BI for reporting.checked 11 Oct 2026
- Pricing model
- The terms describe user subscriptions billed monthly in arrears based on licensed users who log in during the month; the opened page does not state a price.checked 11 Oct 2026
- Product
- UniPhi describes itself as a cloud-based project and portfolio management system for tracking, reporting, and collaborating across projects.checked 11 Oct 2026
- Project controls
- The product covers project controls, business management, client-side project management, joint ventures, property development, and benchmarking.checked 11 Oct 2026
- Project lifecycle
- The platform covers projects, documents, issues, finances, contracts, resources, risks, time, communications, and reporting.checked 11 Oct 2026
- Reporting and imports
- UniPhi describes reporting integrations and says users can import data from Excel, MSP, P6, and other sources.checked 11 Oct 2026
- Sales
- UniPhi invites prospective customers to request a demo and lists [email protected] and 1300 79 48 68 for questions.checked 11 Oct 2026
- Scope
- Its listed project areas include documents, issues, finances, contracts, resources, risks, time, communications, and reporting.checked 11 Oct 2026
- Security
- UniPhi's privacy and security statement says it uses SSL technology for transactions and does not store unencrypted credit card details on its server.checked 11 Oct 2026
- Security and availability
- The terms reserve one hour of service unavailability per month for routine maintenance and allow emergency maintenance without prior notice when needed to protect service security and integrity.checked 11 Oct 2026
- Support
- Users can report assistance requests or bugs through a form or submit and track requests in the support portal.checked 11 Oct 2026
- Target users
- UniPhi says its solutions support project delivery across industries, including project controls, business management, client-side project management, joint ventures, property development, and benchmarking.checked 11 Oct 2026
- Time tracking
- Yeschecked 22 Sep 2026
The company
- Company
- The site identifies the company as UniPhi (Aus) Pty. Ltd. and describes it as Sydney-based.checked 11 Oct 2026
- Headquarters
- Sydney, New South Wales, Australiachecked 28 Sep 2026
Money
- Free plan
- Nochecked 22 Sep 2026
Where it runs
- Mobile app
- UniPhi OnSite lets users create and manage issues and documents on iOS and Android phones or tablets, including when a mobile network is unavailable.checked 11 Oct 2026
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