Create a plan for internal projects and tasks using a non billable project. This will create a cut-down version of a project aimed at planning tasks, and tracking time spent on tasks. Invoicing is not available for a non billable project.
| Setup required before use | Who can use it? | Where is it? |
|---|---|---|
|
User* Assistant Project Manager* Project Manager Director Access System Administrator
*Can view projects only. Project Manager level or higher required to add new projects. |
Timesheet and expense entry |
Tip: Learn more about a non-billable project, to create a project plan to track time staff spend on internal tasks.
What is the internal project?
The internal project is a 'non billable' project provided with Synergy, which can be used to track time or expense costs related to internal tasks. The internal project is shown in the 'project' drop down list to let you enter items such as
- time off work for annual leave
- time spent in team meetings
- time spent at external training courses
- Costs for purchasing lunch for the team
- Costs for purchasing office supplies like tea or coffee
The stages and tasks for the internal project are setup in Settings > Timesheet lists > Internal stages and tasks. The internal stages are used to group together the internal tasks, and are available for all staff to use when entering timesheets or expenses in Synergy.
Each internal stage is setup as a 'no billing' fee type. All transactions allocated to internal project are automatically written off, and will not show any value in the 'invoice value' column in Synergy reports. The cost for the staff completing the work or the expense cost is displayed in the 'transaction cost' column in reports.
Learn more about entering timesheets for the internal project.
Why use internal <office> project?
Enter timesheets or expenses for indirect items that are not linked to a project.
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