Project Mapping

Use the Project Mapping feature to view the project site address in Google Maps, by selecting the 'Show on a map' icon in Project List.

*Synergy Enterprise Feature* 

ClosedGetting Started

Setup required before use

 Who can use it? Where is it?

Create projects

User

Assistant Project Manager

Project Manager

Director

Administrator

System Administrator

 Project List > Show on a map

What is the Project Mapping tool?

Use the Project Mapping tool to view the location of one or many projects in Google Maps. When viewing a single project address, also view your office location and the project contacts addresses on the same map. View multiple project addresses on a map, to see projects that are in a similar location.NEW 4.8

Why use the Project Mapping tool?

View what projects are nearby the project you are currently working on. Also determine where the project site address is in comparison to your office.

Actions available

ClosedSelected Project

View a single project, the project contacts and your office location on a map:

  1. Open Project List.
  2. Highlight the project you want to view on a map.
  3. Click the 'show on a map' icon .
  4. Check the 'Show Office' box to also display your office location on the map.
  5. Check the 'Include contacts' to also display the contacts attached to the highlighted project.
  6. Click 'Selected Project' button.
  7. Your default web browser will open. Login to the Synergy Cloud Services window shown.
  8. The project will be shown on a map using Google Maps. The project contacts, and your office location will also be shown if selected.

Tips:

  • The include contacts option is only available when you are viewing a single project in the mapping tool.
  • If your project has a large number of contacts attached, then the map can take a few minutes to load.
  • If your office location is not shown, get your Synergy System Administrator to get the Office settings.
ClosedSelected Projects

View the projects currently shown in Project List (including filters applied to the list e.g. Filter by Project Manager or Status or Office):

  1. Open Project List.
  2. Click the 'show on a map' icon .
  3. Click 'Selected Projects' button.
  4. Your default web browser will open. Login to the Synergy Cloud Services window shown.
  5. The projects will be shown on a map using Google Maps. Your office location will also be shown if selected.

Tip: The Map can take some time to be shown if you have selected a very large number of projects.

ClosedMy Projects

View the projects in your 'My Projects' List:

  1. Open Project List.
  2. Click the 'show on a map' icon .
  3. Check the 'Show Office' box to also display your office location on the map.
  4. Click 'My Projects' button.
  5. Your default web browser will open. Login to the Synergy Cloud Services window shown.
  6. The projects will be shown on a map using Google Maps. Your office location will also be shown if selected.

Tip: The Map can take some time to be shown if you have a very large number of projects in your My Project list.

ClosedActive Projects

View the projects which have an 'Active' status on a map:

  1. Open Project List.
  2. Click the 'show on a map' icon .
  3. Check the 'Show Office' box to also display your office location on the map.
  4. Click 'Active Projects' button.
  5. Your default web browser will open. Login to the Synergy Cloud Services window shown.
  6. The projects will be shown on a map using Google Maps. Your office location will also be shown if selected.

Tip: The Map can take some time to be shown if there is a very large number of active projects.

ClosedShow Office

Check this box before choosing your map type. This allows you to see your office location, and the project(s) locations on the same map.

ClosedInclude Contacts

Check this box to view the contact address, with the selected project site address. This option is available when you are using the 'Selected Project' option to view a single project.

Want to learn more?

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

 

© 2019 Total Synergy Pty Ltd

Open topic with navigation