27 articles
Check-out and Check-in FilesAll you need to know about how to Check-out and Check-in project files and documents.
Archiving and Deleting ProjectsHow to archive a project or delete it from Synergy
Fee Types OverviewAll fee types available in Synergy
Apply a template to an existing projectHow to add a template to an existing project.
Project Schedule ExportHow to export a project schedule
How to change the office on a projectEdit the project office, change the project office, project offices
Applying a template to a new projectThis article explains how to apply a template to a new project
Approving WIP in the transaction screenLearn how to approve WIP whilst in the transactions screen.
Stage ManagementManaging your project stages within Synergy
Update stage or task progressThis article explains updating the progress on a stage or task
Adding Staff to ProjectsHow to add project contacts
How to change the Project ManagerFind out how to change the project manager of an existing project.
How to delete a stageHow to delete a stage
Editing the work breakdownHow to edit, add and delete phases, stages and tasks.
Actions Available for Files in the Project Document RegisterAll editing options for files in the Document Register
Changing project and stage statusesHow to change project and stage statuses
How do I adjust the number of hours for a staff member in the schedule?Change staff allocated hours in project schedule
Managing active contractorsHow to manage contractors in your organisation
Project Contacts overviewEverything you need to know about project contacts
Why can't I select a role when adding staff to a project?What to do when you are unable to select the desired role for a staff or project contact
How to 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.
WIP TransferHow to do a WIP transfer in Synergy.
Transaction Write-offsHow to write-off, and undo write-off on Transactions.
Adding & Editing Write-off Reason Codes.Create, 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.