Edition: Enterprise
User level: Director and above
The Projects dashboard will help you keep track of key project areas like WIP, fee/Cap by different subcategories including cost centre, client, discipline and project type.
Agreed Fee/Cap by Project Manager
This shows the total Agreed fee/cap value per Project Manager for all non-internal projects.
You can use the "Display Value" filter in the bottom-right corner to change the view from 'Agreed Fee/Cap' to a different value.
Agreed Fee/Cap by Client
This widget will show the sum of the Agreed fee/cap where the client is the primary contact for all non internal projects.
You can use the "Display Value" filter in the bottom-right corner to change the view from 'Agreed Fee/Cap' to a different value.
Agreed Fee/Cap by Project Type
This shows the agreed fee/cap value grouped by project type. Does not include internal projects.
You can use the "Display Value" filter in the bottom-right corner to change the view from 'Agreed Fee/Cap' to a different value.
Agreed Fee/Cap by Cost Centre
Shows the total Agreed fee/cap value grouped by Synergy Cost Centre.
You can use the "Display Value" filter in the bottom-right corner to change the view from 'Agreed Fee/Cap' to a different value.
Agreed Fee/Cap by Discipline
Shows the total Agreed fee/cap value grouped by Stage Discipline.
You can use the "Display Value" filter in the bottom-right corner to change the view from 'Agreed Fee/Cap' to a different value.
Project Summary Table:
This widget shows a list of all projects and is a total summary (except the internal project). It can filtered by project status, stage status and office.
Clicking on the underlined project number, will open the project in a new tab.
Project Number
Project Name - Short
Stage Value
Project Status
Agreed Fee/Cap
Fee/Cap
Total Charge
Net Invoiced
Residual
WIP
Net Residual
Written off