Projects
38 articles
- Creating a New ProjectCreating a new Project (Billable and Non Billable)
- Archiving and Deleting ProjectsHow to archive a project or delete it from Synergy
- Projects and the Security MatrixEverything you need to know about the security matrix and projects.
- Apply a Template to an Existing ProjectHow to add a template to an existing project.
- Update stage start and end dates on the schedule pageHow to change stage start and end dates on the project schedule
- Exporting the Project ScheduleHow to export a project schedule
- Change the Project OfficeEdit the project office, change the project office, project offices
- Why can’t I see my to-dos in the schedule?Can't see to-do's in the schedule, missing to-dos from the project schedule
- Applying a Template to a New ProjectThis article explains how to apply a template to a new project
- Task CommentsAdding, viewing and editing task comments
- Approving WIP in the Transaction ScreenLearn how to approve WIP whilst in the transactions screen.
- Stage Management OverviewManaging your project stages within Synergy
- Updating Stage or Task ProgressThis article explains updating the progress on a stage or task
- Project Details Page OverviewFeatures in the Project Details page
- Editing the Project ManagerFind out how to change the project manager of an existing project.
- Delete a Project StageHow to delete a stage
- Changing Project and Stage StatusesHow to change project and stage statuses
- Project Contacts OverviewEverything you need to know about project contacts
- Bulk Assign ResourcesBulk assign resources from project schedule
- Restrict to Stage-Specific Tasks for TimesheetsAllowing staff to log time against company wide standard tasks
- Creating a Proposal DocumentThis article explains how to create proposal document in Total Synergy.
- Standard Project TasksCreating and editing standard project tasks
- Project Templates OverviewWhat are project templates and how to create them?
- Office ID RequiredError, Office ID Error, Office ID Required error
- Likelihood PercentagesEverything you need to know about Likelihood percentages
- Project FAQsProjects Q&A
- Project Rates OverviewProject rates, Stage rates
- Project Structure OverviewThis article will explain the project structure Overview
- Project Permissions (by team)Project permissions
- Customisable ColumnsCreate custom views for Project lists.
- Project Milestones OverviewMilestones, Project Milestones
- Work Breakdown Overview
- Project Breakdown OverviewLearn how to utilise the Project Breakdown to manage your project.
- Project PortfolioA single view of every project you’re responsible for, prioritised by real project health and the data you need to see.
- WIP TransferHow to do a WIP transfer in Synergy.
- Transaction Write-offsHow to write-off, and undo write-off on Transactions.
- Write-off Reason Codes OverviewCreate, edit, and delete reason codes for Write-offs.
- Project Transactions OverviewEverything you need to know about Project Transactions page, WIP approvals, transfer, split, and exporting data.