2 tier jobs

Jo Grant -

2 tier phase structure can be enable on the advanced tab of company settings. It can either be set as the default for all new jobs, or just as an option to be selected on a job by job basis:

This set up allows for a more complex use of Synergist, giving an extra level to the phases.

When enabled, a tick box can be found on the job header details tab:

Once estimates and / or real costs exist, the option is greyed out and it can neither be selected or deselected.

Costs can not be assigned to a phase of a 2 tier job until at least one stage has been added via the phase level schedule tab.

Estimating on 2 tier phase structure jobs
Stages can only be added at phase level on 2 tier jobs, via the schedule tab:

Once your stages are set up within your schedule you can create estimates and add costs.
In both of these areas (Estimating and Time & Materials) you will now find you have an additional drop down to select the relevant stage. You must select a stage before being able to progress:

These stages then again need to be selected when adding actual time and materials.

Stages can be included on reporting from within the data viewer section.

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk