Projects
37 articles
Creating a New Billable ProjectHow to create a new billable project
Creating a New Non-Billable ProjectHow to create a new non-billable project
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
Editing the Work BreakdownHow to edit, add and delete phases, stages and tasks.
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
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.