WIP transfer

Move transactions from one sub project to another - or even from project to another project.

ClosedGetting Started
Who can use it? Where is it?

Assistant project manager

Project Manager

Director

Administrator

System Administrator

 Project > Transactions toolbar > WIP transfer

Tip: All WIP transfers are recorded in the project audit log.

Transfer transactions

  1. All transactions that are WIP will appear in the window.
  2. Select a sub project from the list above in the Transfer from section.
  3. Select a sub project from the list above in the Transfer to section.
  4. Click the Select all button OR check the checkbox to the left of the transaction(s) to be transferred.
  5. Save.

Printout transferred transactions

Select the checkbox Show printout on save. The transfer will take place and then a report will be displayed, which you can then print. 

Tip: When doing a WIP transfer out of a sub project with the fee type No Bill, the transactions will be restored as WIP - providing the sub project they've been transferred to has a Proposal or Active status. Similarly when transferring WIP into the No Bill fee type, the transactions will be written off automatically. 

Unallocated costs NEW 4.9.7

The unallocated costs sub project is available for staff to add their timesheets or expenses expense, when they cannot find the matching / correct sub project for their transaction to be attached against.

The unallocated costs sub project shows in Synergy if your System Administrator has allowed for it to be used in system settings > time and expenses tab. If all of the below settings for unallocated costs are disabled, then you will not see the unallocated costs sub project in WIP transfer:

Tip: If any one of the above settings are on, then you will see the unallocated costs sub project in wip transfer.

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

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