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Trial migration sandbox

What is your trial sandbox for and what should you do in it?

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: All levels

Previous steps: N/A


Overview

As part of your migration from Total Synergy desktop to Synergy cloud, Total Synergy will run a trial migration of your database.

Synergy cloud is significantly different to what you'd be used to in v4. It's important that you spend sufficient time in your trial to understand any changes to your day to day process and what to expect when you go live.

Recommendations

The below list are some suggested actions you may want to consider during your trial, depending on what features and modules you intend to adopt upon going live.

System Admin

Project Manager

Everyone

Create a new project

YES

YES

Set up fees/budgets/schedule in planning vs delivery mode

YES

YES

Add a contact to a project

YES

YES

YES

Create a proposal document

YES

YES

Add and adjust your resourcing

YES

YES

Forecast fees

YES

YES

Add a milestone, task, to-do

YES

YES

Enter a timesheet

YES

YES

YES

Add a cash expense

YES

YES

YES

Add a travel expense

YES

YES

Approve a timesheet

YES

YES

Enter a bill

YES

YES

YES

Disburse a bill

YES

YES

YES

WIP transfer

YES

YES

Assign WIP to an existing invoice

YES

YES

Create an invoice

YES

YES

Work to be done in sandbox

System admin

Project Manager

Everyone

Create custom reports

YES

YES

YES

Create document templates

YES

Where to next?

What other features does this relate to?

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