Edition: Professional, Business, Enterprise
User-level: All (with access to this page, depending on security matrix settings)
Previous steps: N/A
When reviewing project details on each of these boards, you can save custom filter sets. This means you can set up filters that provide you with the detailed project information you’re regularly reviewing, give them a custom name, and come back to them when you need to, without having to manually clear and re-filter your data each time.
Having the information you need ready at your fingertips will help you get into your work faster, so you can get on with the business of designing and successfully deliver your projects.
The project filter will allow you to single out a particular project you are wanting to view and make changes to. This filter is a great way to easily find an individual project in a sea of new and existing project you may have.
Use the Project manager filter if you are wanting to see all jobs that one particular project manager is managing in Synergy. This filter is a great way to keep track of what project managers are working on and responsible for.
Use the Stage manager filter if you are wanting to see all stages within projects that one particular staff member is managing in Synergy. This filter is a great way to keep track of what stages staff are working on and responsible for.
Use the project dates filter to see all of the projects that fall into a specific time frame you are wanting to look at.
Use the project status filter to only see projects that have a particular status. E.g. only Active projects.
Use the Project type filter to see all projects that belong to a certain category. E.g All residential or commercial projects.
Use the Stage name filter to see all of the stages across different projects which have the same name. E.g all Design stages to see which ones need to be worked on by staff.
Use the stage status filter to see stages across all projects that have a particular status. E.g. pending invoice stages if you were wanting to invoice or active stages to put resources against.
Filter the resource board by Rate to show only staff members with that primary or secondary rate
Primary rate filter
The primary rate filter will help you see all the staff members that have a particular primary rate assigned to them. This filter will make it easier to assign staff of a particular rate to stages and tasks. This filter is only available in the Resource planning board.
The Unassigned Roles filter will show Stages and the Projects that they’re in, which have a Role with no Staff assigned. You can also choose to specify whether these projects start within the next week, next month, or next quarter.
If you have multi-office set up you can use the office filter to see one or more offices at a time or filter to just the office you are in.
Use the Team filter to see a specific teams projects and stages they are working on. This filter is a great way to keep track of teams and resources across your organisation and what they're working on.
Use the cost centre filter to zone in on project with that cost centre anywhere in them.
Use the discipline filter to see all projects across a specific discipline in your organisation. E.g. Architecture
Use this filter to show only staff with the selected primary team
Where to next?
What other features does this relate to?