Edition: Business, Enterprise
User-level: Director and above
Previous steps: N/A
Create custom project statuses that slot into Synergy’s default status types (Proposal, Active, Pending Invoice, Hold, Unsuccessful and Complete) to be able to track the steps in your project workflow.
Adding Project Custom Statuses
Go to Organisation > Settings > Project lists > Status
Click ‘Add’ in the top right corner.
Type the 'Name' of the custom status to be shown in drop down lists and reports (Rxample: Review)
Select the Status type that the custom status will be linked to (Example: Review to fall under Proposal)
Click ‘Save’ to save this custom status and keeping adding or ‘Save and close’
NOTE: Enter a likelihood percentage (Proposal status type only) to reflect the percentage chance of winning this work. This will be used in the project weighted forecast reports to adjust the forecast fee values.
Editing Project Custom Statuses
Go to Organisation > Settings > Project lists > Status
Click the ‘pencil icon’ of the project custom status to update
Update the 'Name' of the custom status to be shown in drop down lists and reports (Example: Review)
Update the Status type that the custom status will be linked to (Example: Review to fall under Proposal)
Click ‘Save’ to update the existing project custom status
NOTE: Enter a likelihood percentage (Proposal status type only) to reflect the percentage chance of winning this work. This will be used in the project weighted forecast reports to adjust the forecast fee values.
Filtering Project Custom Statuses
Go to Organisation > Settings > Project lists > Status
Click the ‘magnify glass icon’ to:
Filter and search custom project statuses by type
View active, inactive and all custom project statuses
Return to the default view by choosing the clear button in the search bar
Those with access will be able to select custom project statuses when filters from the following screens:
Project List
Project Planning Board
Revenue Forecast Planning Board
Project Profitability Board
Deleting Project Custom Statuses
Go to Organisation > Settings > Project lists > Status
Click the ‘pencil icon’ of the project custom status to delete
Untick the ‘Active’ box
Click ‘Save and close’
Create, update, filter and delete custom project status when appropriate to better track the steps in your project workflow as you go day to day when managing projects.
Where to next?
N/A
What other features does this relate to?