Edition: Business, Enterprise.
User-level: All user levels can view projects work structures.
Projects in Synergy consist of Phases, Stages, Tasks, Milestones, and To-Dos. This article explains the hierarchy of these elements and how they interact with each other.
Phases
Use phases in large projects to organise related stages into groups.
Phases help keep stages with common tasks structured and manageable.
You can filter reports by phase name to view all stages within that phase.
Phases do not have fee values associated with them, instead their fee value is the total of all stages within the phase.
Stages
Stages sit under tasks and define the key components of a project that need to be completed.
Each stage can have an associated fee value, and invoices are generated at the stage level.
Common tasks can be grouped within a stage, and a budget can be set for better cost management.
You can assign cost centres and discipline details to stages for reporting and to map invoice data when using accounting add-ons.
Tasks
Tasks sit under stages and define the individual work items required to complete a stage.
Tasks can be assigned to specific staff members.
Each task can have its own budget for better cost control.
Staff select tasks when entering timesheets, allowing you to track time spent on each project task.
Milestones
Milestones also sit within stages and represent key due dates in a project.
They can only be added from the Project Schedule.
Milestones are available exclusively in the Enterprise edition of Synergy.
To-dos
To-Dos are added in the Project Schedule and are available only in the Enterprise edition of Synergy.
They help you plan project work at a more granular level.
To-Dos sit under each task and outline the specific actions required to complete the task.