Edition: Professional, Business, Enterprise
User-level: Project Manager, Director, Assistant Administrator and System Administrator
Use Synergy's project auditing function to identify key project information changes/updates relating to project details, stages, contacts etc.
Getting to the project audit page
Open a project from the 'Projects' page
Project Menu > Details > Audit
Viewing the project audit page
View and read the following project information:
Project changes
Documents
Add new documents to the project
Check-out a file for edit
Check-in of a new file version
Contacts
Add new contact
Primary contact
Invoice contact(s)
C / O invoice contact(s)
Portal access granted contacts
Edit of a project contact
Delete of a project contact
Transaction changes
Written-off
Transaction automatic write-off from the stage fee type.
Transaction manual write-off.
Queried
When the transaction was queried by the project manager and sent back to the staff member for review. The details of the queried transaction(s) are also shown.
Delete
When the transaction was deleted by a project manager, and what the details of the deleted transaction were.
Locked
When the transaction was locked to stop any future edits of the item as it will be included on a invoice. The details of the locked transaction are shown.
Approved
Transactions can be approved when they are 'unlocked' or resubmitted after a transaction query. The details of the approved transaction are shown.
Document changes
New
New file or document is uploaded.
Document is created from a Synergy document template.
Tracks uploads for the projects, contacts and staff documents.
Tracks uploads in the project image gallery.
Versions
New file versions uploaded for each document or image.
Document templates created or re-built are tracked as new versions.
Delete
Any documents or images deleted.
Tracks deletes from the project, contact, and staff document libraries.
Draft invoices
Each new invoice created has a word document created automatically. This is tracked in the audit automatically with the file name 'draft.docx' shown until the invoice is finalized.
Finalised invoices
The date and time that the invoice or credit note is finalized is tracked.
The document created as the invoice was finalized is tracked as a new file version, which displays the finalized invoice number instead of the 'draft' invoice label.
The project audit shows who made the change, when the change was made, and where possible what the details where before the change was made.