Projects
45 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
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
Projects and the Security MatrixEverything you need to know about the security matrix and projects.
Fee Types OverviewAll fee types available in Synergy
Apply a Template to an Existing ProjectHow to add a template to an existing project.
Sending a Document as an EmailSending files from Synergy via your email is simple! Here's how:
Exporting the Project ScheduleHow to export a project schedule
Change the Project OfficeEdit 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
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
Re-Sending a Share Email for Project DocumentsHow to re-send a share email
File Versions OverviewEverything you need to know about file versions
Updating Stage or Task ProgressThis article explains updating the progress on a stage or task
Adding Staff to ProjectsHow to add project contacts
Milestone Report OverviewHow to get an Overview of all milestones on a project
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.
Project Invoices FolderAutomatically stores documents related to invoices and credits.
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
Uploading a New File RevisionThis article explains how to upload a new version of a document
Project Contacts OverviewEverything you need to know about project contacts
Why Can’t I Select a Role When Adding Staff or Contacts to a ProjectWhat to do when you are unable to select the desired role for a staff or project contact
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.
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.