Company Planning Board - Update

Update the Company Planning Board when the planned date/time of the work breakdown item changes, or to assign a different staff member to complete the work. NEW 4.8

*Synergy Enterprise Feature* 

Tips:

Why update the Company Planning Board

Update the Company Planning Board when:

  1. New Projects have been created and need to be scheduled.
  2. New Sub Projects have been created and need to be scheduled.
  3. Extra tasks have been added, or existing tasks updated within the project work breakdown structure.
  4. A scheduled task needs to be deleted.
  5. Sub Projects or Sub Project Tasks are delayed, and the work will be completed at an alternate date.
  6. The staff member assigned to the task does not have capacity to complete the work.

Tip: Adding a staff member to the scheduled task, shows the task in their My Schedule plugin on the My Synergy dashboard, and displays the task in their timesheet history on the scheduled date.

How to update the Company Planning Board

More Information

Other tips for updating the Planning Board:

Want to learn more?

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

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

 

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