Project General Tab

Setup required before use	Who can use it?	Where is it?
Sub Project Templates Project Prefix Staff & Access levels Custom status Project teams	User (read only) Assistant Project Manager Project Manager Director Administrator System Administrator	Projects > Open a Project > General Tab

To change the project status (by Project Manager access level or higher):

1. Click the Project Status icon .
2. Select a project status from the list.
3. To also update the Sub Project, check the 'update all the sub projects with the same status' box.
4. Click Save.

View the Project status topic to learn more about how they are used.

1. Open the project.
2. On the general tab locate the map icon in the bottom right corner.
3. Click the icon and the address will be displayed in Google Maps using your default web browser.

Show all Synergy users what type of project they are working on by setting a Project Image to be shown on the General tab. Any image in the project directory can be the project image shown in the bottom right corner of the General tab.

Select a project image by:

1. Open the Project > Documents tab.
2. Navigate to the project folder that the image file is stored within.
3. Highlight the image file in the document list panel.
4. Click the 'Set project image ' button in the toolbar.
5. The image will now be shown on the Project > General tab in the bottom right corner as the project image.

Remove the project image by:

1. Open the Project.
2. Select the Action menu.
3. Choose ' Clear project image' from the list.
4. The General tab will be refreshed and the project image will no longer be shown in the bottom right corner.

To change the project directory (by Assistant Project Manager or higher):

1. Open the project.
2. Select the icon shown in the 'project directory field, or select the Documents menu > Change Project folders location.
3. Select custom folder location.
4. Click the browse icon , and navigate to the new location.
5. Click OK.
6. Click Save.

To change the project directory (by Director or higher):

1. Open the project.
2. Click the Action Menu > Change the office the project is linked to.
3. Select the new office from the list.
4. Optional - Select if the project files and MS Word® invoices will be moved.
   Tip: This step is only required if the network location of the project folder will be a different office.
5. Click Save.

View the Multi Office topic to learn more.

A project can only be deleted if it is at proposal status, and if no timesheets or expense entries exist. To delete a project:

1. Remove all timesheet and expense entries.
2. Change the status of the project to Proposal.
3. Click the File Menu > choose Delete.
4. Click Yes, to confirm you want to delete the project.
5. The project will be deleted, and return you to viewing Project List.

1. Project #The project number listed, and can be changed to a different number by typing an alternate number in the field. Save of a new project number will only be allowed if the number entered is valid for the prefix shown. This is a mandatory field. View the Project Numbering topic to learn more.
2. OfficeA read only view of the office selected during project creation is shown. View the action steps above to learn how to change the office that the project is linked to. This is a mandatory field.
3. Project TitleEnter a title of the project. I.e. the formal name of the project as it's known by external parties or as per your contract. Mostly this field is used to appear on documents created in Synergy. This is a mandatory field.
4. Reference NameEnter the name that the project will be referred to as in your company. This may be the name of the building or company that the project is for, instead of the site address. This is a mandatory field. If you want the 'reference name' to be auto populated with the 'project title' the system administrator can update this setting for all Synergy users. View the Project System Settings topic to learn more.
5. ManagerWhich internal staff member is the Project Manager. This is a mandatory field.
6. StatusThe current status of this project is shown here. You must be a Project Manager access level (or higher) to be able to change the status. This is a mandatory field.
7. Project DirectoryThe location for where documents will be saved to for this project. This is known as the 'project folder'. To change this location see the action steps in the previous section.
8. Client Reference #Enter a client reference number for this project, which you can add to be shown on Synergy created client documents.
9. Scope of WorkEnter a description of the work to be completed for this project. This is an overview of the project work, and can be shown on Synergy documents and reports.
10. Site AddressEnter the location of the project site using the following fields: Address Line 1, Address Line 2, Suburb\Town, State, Post Code, Country.
11. Latitude/Longitude NEW 4.8 Enter the exact location of the project site. These fields are available as extra columns for project reports, and as bookmarks to add to Synergy document templates.
12. Project ImageThe image selected in the Project > Documents tab as the 'project image' is displayed in the bottom right corner of the Project General tab. This image is shown to all user access levels, and can be used to show the users what type of project they are working on.