Attributes Tab

Setup required before use	Who can use it?	Where is it?
Attributes	Assist. Project Manager Project Manager Director Administrator System Administrator	Projects > Attributes tab Contracts > Attributes tab

Complete the following steps

1. Click into the Value field against the attribute group.
2. Check the box or select one item from the list, enter text/numbers/dates.
3. Repeat for each Attribute that you want to add a value for.
4. Ensure that attribute values are entered for all Mandatory Attributes. These are shown with a blue attribute name.
5. Save .

An Alert is available on Date type attributes. A blue flag indicates an Alert has been setup for the date attribute to show that the date is within X days of the attribute date. This is used to remind staff to follow-up on the project record at this set time. The alert for the attribute can be configured to show in the My Synergy > Alerts panel to prompt the user to check on this project when they login to Synergy and view their My Synergy dashboard. The Alert will remain until such time the user marks the alert as complete using the white flag on the toolbar within the attributes tab.

Date attribute actions available are:

1. Complete Highlight a row that has an Date Attribute alert, and click complete to show that the task is done.
2. Active Highlight the row with a completed date attribute alert, and mark it as active to display the alert for the personnel in the My Synergy > Alerts Panel.

Use the clear toolbar button to set the attribute value back to blank, and clear the contents of the attribute value cell. Clear an attribute value by:

1. Select a attribute row.
2. Click the clear button to remove the attribute values from the selected row.
3. Repeat for each attribute value you want to remove.
4. Save .

Toggle the attributes tab to display all attributes or only the attributes that have had values saved using the Hide / Show Unused Attributes button in the toolbar.

The Hide Unused Attributes button will not display the blank attribute rows. The Show Unused Attributes button will display all attributes whether a values has been entered or not on the project attributes tab.

Search all the existing projects to create a list of all projects that has a selected attribute value defined for the project.

1. Open Projects List.
2. Select 'Search...' from the screen filter in the top right corner of the list.
3. Click the Advanced button.
4. Select an Attribute from the drop down list.
5. Type a keyword to search for into the 'Value' field, or select an attribute value from the drop down list.
6. Click the Search button.
7. The projects displayed all have the selected attribute set with the search value set on the Project > Attributes tab.

1. Attribute TypeA symbol is shown to advise what type of attribute can be entered on the project. The attribute type symbols are:Date , List , Currency, Drop Down List , and Text .
2. Attribute NameThe attribute name the 'description' field of the attribute created within Default Data > Attributes. The name is shown in grey text is the value has not been entered for this project record, and will change to black text after the attribute value has been defined.
3. ValueThis field is blank if the attribute value has not yet been defined. Click into this field to select the attribute value from a list, or to type the attribute value.
4. Alert An alert is shown if the Date Attribute shown was setup as 'Active' to warn if the date is 'within x days' or is 'more than x days ago'. Double click the Alert symbol to view more details about this attribute alert. If the alert symbol is not shown, then the attribute alert has not been triggered, as the date has not been reached.