Edition: Professional, Business, Enterprise
User-level: Assistant Project Manager and up.
This article explains the different project and stage statuses, their uses, and provides instructions on how to change them
What is the project status?
Statuses in Synergy will define what can and cannot be done to an item. A project status will determine if that project is visible on lists, if you can create invoices for it, if it will be forecasted, and much more.
Status types
There are 6 status types in Synergy. Under each status type, you will have sub statuses. The status types are:
Proposal: This is the default status for new prospective jobs. You can enter timesheets and track the likelihood of winning the work. Statuses under the proposal.
Active: Indicates the client has accepted the proposal and the job is live. You can enter timesheets and create invoices for active projects/stages.
Pending Invoice: Indicates the project or stage is ready for invoicing. Used when the budget has been reached and the work is complete. You can invoice stages with the status pending invoice.
Hold: Prevents invoicing and timesheet/expense entries.
Unsuccessful: Indicates the project/stage was lost. Allows analysis of win/loss ratios. Any WIP transactions are written off, but can be reversed.
Complete: Indicates all work is finished and invoiced. Prevents further transactions. WIP transactions are written off, but can be reversed.
The status types cannot be modified, removed, or added to. The statuses underneath the status types can. You can have as many as you like. For more details about creating custom statuses, see Using Custom Project Statuses.
How to change the project/stage status from the project details screen
Organisation menu > projects
Open the project you want to change the status of
Click the edit pencil to the right of the project status
Select the checkboxes to the left of the project and or stages you want to change the status of. Select the status from the menu on the right-hand side.
Click save and close to finalise your status update.
Tip: Use the 'select all' checkbox in the bottom left to select the project and all stages.
How to change the project/stage status from the work breakdown
Organisation menu > projects
Open the project you want to change the status of
Project menu > Plan > Work breakdown
Select the status column on the stage
Select the checkboxes to the left of the project and stages you want to change the status of. Select the status from the menu on the right-hand side.
Click save and close to finalise your status update.
Tip: Use the 'select all' checkbox in the bottom left to select the project and all stages.
Actions available for each status option
Actions | Proposal | Active | Pending Invoice | Complete | Hold | Unsuccessful |
Create proposal document | Y | Y | N | N | N | N |
Add transactions | Y | Y | N | N | N | N |
WIP transfer | Y | Y | N | N | N | N |
Delete project (or stage) | Y | N | N | N | N | N |
Edit or delete the budget | Y | Y | N | N | N | N |
Create invoices | N | Y | Y | N | N | N |
Include in the forecast | Y | Y | Y | N | Y | N |