Project Plan Tab

The project plan tab is used to define what are each of the sub projects, and what tasks need to be completed for each of the sub projects. Also add budgets for costs and time to define how long each sub project or task will take to complete, and then schedule a staff member to complete the task. NEW 4.8

Getting Started

Setup required before use	Who can use it?	Where is it?
Sub Project Templates Staff access levels Project folders	User Assistant Project Manager Project Manager Director Administrator System Administrator	Projects > Project Plan

Setup required before use

Who can use it?

Where is it?

Sub Project Templates

Staff access levels

Project folders

User

Assistant Project Manager

Project Manager

Director

Administrator

System Administrator

Projects > Project Plan

Tip: The Project Plan tab is only shown if the Resource and Capacity Management module is enabled. If this module is OFF, then the Sub Projects Tab will be shown, but the Project Plan, Work Breakdown and Schedule tabs are not shown. Contact the Total Synergy Support Team to request the Resource and Capacity Management module.

What is the Project Plan?

The project plan is made up of three tabs, which are used for the following purposes:

Sub ProjectsDefine what sub projects are required to complete the scope of the project. Sub projects provide you with the ability to breakdown the project into multiple stages with different fees and/or fee types for each.
Work Breakdown - NEW 4.8Define the tasks that make up each sub project, and budget how long each will take to complete. Add details of any expected costs for the sub project or tasks. *Synergy Enterprise clients only - Resource and Capacity Management module*
Schedule - NEW 4.8Define when each task for the sub project will be completed, and assign which staff member will complete the task. *Synergy Enterprise clients only - Resource and Capacity Management module*

Why use the Project Plan?

Use the Project Plan tab to view what work is required to compete the project, what the project budget is to complete the work, and which staff members are working on the project tasks.

Actions available

Sub Projects - Use the Sub Project tab to view what Sub Projects are already attached to a Project. Learn more about how to add a Sub Project.
Work Breakdown - Use the work break down tab to define the tasks that make up the sub project, and setup the budgets for time and costs. Learn more about how to use the work breakdown structure.
Schedule - Use the schedule tab to define when the sub projects and related tasks will be completed. Learn more about how to setup the project schedule.

Want to learn more?

Looking for more help? Try reviewing the following Micro Level topics about Planning at the Project level: View Topics

Or try reviewing the following Macro Level topics to plan at a Company level: View Topics

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