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How to create a new project from the project list
How to create a new project from the project list
Updated over a week ago

To add a new project in Synergy, go to the Project List and follow the steps below:

  1. Click the 'add' button in the top right corner.

  2. Type a Project Name to describe the project works.

  3. (Optional) Choose the Project Type to describe the portfolio type for the project.

  4. (Optional) Type a Scope of Works to describe what tasks are to be completed or quoted on for the entire project.

  5. Enter the project Fee Value. This is the total value that will appear on the proposal or invoice for this new project.

  6. (Optional) The Project Manager will default to the user creating the project. If you are not the project manager, then click the 'X' next to your name and select an alternate staff member from the list. Only users with a Project Manager access level or higher can be selected as a project manager.

  7. (Optional) Choose who the Primary Contact is for the project. They will be sent proposal or invoice documents by default.

  8. (Optional) Enter the Project Site Address to display on project documents.

  9. Save.


  • Projects can only be created by users with the Project Manager access level or higher.

Read a process overview of how to create a new proposal project in Synergy.

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