A New Tool is being created by www.synergyexpert.com which will allow Synergy Resources to create New Projects” based upon a Workflow request.” 

This tool was developed as a result of a customer needing to ensure that each Project created would have data validated during the entry process through a series of drop down responses. 

Creating a new project in Synergy allows the Project Manager to use date fields, number fields, yes/no fields and text fields.  There are five of each category within a new project.

The tool will function like this example:  A Resource will create a “New Project” workflow request.  Within the Request, there will be the User Defined Fields that will be specific to the Project.  A Synergy System Manager will create this request and may elect to have some of the User defined fields considered mandatory.

Once the Request has been created (and “Approved” if required), Exact’s Event Manager will begin the process of creating the Project.  Once the Project has been created – resources can be added or Child Projects can be created.  The Event Manager is required for this tool to function.

This tool is expected to be placed on our website for sale by October 1st.  A brochure and Presentation will be created to demonstrate its functionality.

Additional personalizations of this tool may be made by our Development Team to allow for specific requirements which may be necessary for your organization in the process of Creating New Projects.