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Project Plus - User Manual

Project plus has 2 feature :

Under the Project / Setup / Project menu there is the Free Fields hyperlink. This link includes the standard Project Card Free Fields and our additional Free Fields that are a part of this tool. Projfree

Standard in Synergy Enterprise, there is a limited set of free fields with limited functionality. Our tool extends the number and functionality of the free fields within this module. All the free field types have the same features as a standard free field but are enhanced as described below.

With this tool, we have added 180 new fields:

  • 35 free text fields for a total of 40
  • 45 free date fields for a total of 50
  • 20 free yes/no fields for a total of 25
  • 20 free number fields for a total of 25
  • 25 free Numint fields for a total of 25
  • 25 free GUID fields for a total of 25
  • 10 free Comment fields for a total of al 10

Add our Fields to the Project Card in the same manner that you would link the standard free fields to other Cards, such as Items, Contacts, Opportunities, Resources, or Projects.

All of the Free Text Fields for the Project Card are provided with more functionality than standard Synergy Enterprise. Including the standard 5 Free Text Field. Instead of just a label for the free field, we provide much of the same functionality that we use with our Workflow Plus module for Free Fields.

In the first selection box, a resource is allowed to create a drop-down list with values, similar to workflow requests.

The reference drop-down list allows this field to search for Items, Units, VATs, or Projects, with the following selection box to be used for filtering on the drop-down value selected.

The File Path checkbox makes it possible to store a file path on the Project Card to alert other Resources to the location of a related document, which is not stored in Synergy, but linked together.

To use this function, the Resource must be in the Edit mode of Project Card, at which time they are able to browse and select a specific path on the drive.

Projfretext

The reference drop-down list allows this field to search for requests, documents, Accounts, or Contacts, with the following selection box to be used for filtering on the drop-down value selected.

Projguidfield

In the first selection box, a resource is allowed to create a drop-down list with values, similar to a workflow request.

The Reference drop-down list allows this field to search for people (Resources) or Assortment, with the following selection box to be used for filtering on the drop-down value selected.

Projnumintfield

All of our Free Fields within this tool may be used in Standard Synergy Search Screens for both the Criteria and the Result Displayed.

Projsearch

Linking Free Fields for Reporting Purposes

Section titled “Linking Free Fields for Reporting Purposes”

All of the Free Fields within our tool have been saved in the SQL table labelled “GLMSysProjects”

This table was created to allow for any modifications that Exact Software would make in their standard Project Card table (PRPProjects) would not affect the use of our tool.

To link any data from a Project using our Free Fields for reporting purposes, please use the following link:

PRProject -> GLMSysProjects
ProjectNR -> ProjectCode

All the Free fields with our tool are stored in the table GLMSysProjects

Request Field Description in Free Fields ScreenColumn Name in SQL Table
TextField6TextField6
TextField7TextField7
TextField8TextField8
TextField9TextField9
TextField10TextField10
TextField11TextField11
TextField12TextField12
TextField13TextField13
TextField14TextField14
TextField15TextField15
TextField16TextField16
TextField17TextField17
TextField18TextField18
TextField19TextField19
TextField20TextField20
TextField21TextField21
TextField22TextField22
TextField23TextField23
TextField24TextField24
TextField25TextField25
TextField26TextField26
TextField27TextField27
TextField28TextField28
TextField29TextField29
TextField30TextField30
TextField31TextField31
TextField32TextField32
TextField33TextField33
TextField34TextField34
TextField35TextField35
TextField36TextField36
TextField37TextField37
TextField38TextField38
TextField39TextField39
TextField40TextField40
DateField6DateField6
DateField7DateField7
DateField8DateField8
DateField9DateField9
DateField10DateField10
DateField11DateField11
DateField12DateField12
DateField13DateField13
DateField14DateField14
DateField15DateField15
DateField16DateField16
DateField17DateField17
DateField18DateField18
DateField19DateField19
DateField20DateField20
DateField21DateField21
DateField22DateField22
DateField23DateField23
DateField24DateField24
DateField25DateField25
DateField26DateField26
DateField27DateField27
DateField28DateField28
DateField29DateField29
DateField30DateField30
DateField31DateField31
DateField32DateField32
DateField33DateField33
DateField34DateField34
DateField35DateField35
DateField36DateField36
DateField37DateField37
DateField38DateField38
DateField39DateField39
DateField40DateField40
DateField41DateField41
DateField42DateField42
DateField43DateField43
DateField44DateField44
DateField45DateField45
DateField46DateField46
DateField47DateField47
DateField48DateField48
DateField49DateField49
DateField50DateField50
YesNoField6YesNoField6
YesNoField7YesNoField7
YesNoField8YesNoField8
YesNoField9YesNoField9
YesNoField10YesNoField10
YesNoField11YesNoField11
YesNoField12YesNoField12
YesNoField13YesNoField13
YesNoField14YesNoField14
YesNoField15YesNoField15
YesNoField16YesNoField16
YesNoField17YesNoField17
YesNoField18YesNoField18
YesNoField19YesNoField19
YesNoField20YesNoField20
YesNoField21YesNoField21
YesNoField22YesNoField22
YesNoField23YesNoField23
YesNoField24YesNoField24
YesNoField25YesNoField25
NumberField6NumberField6
NumberField7NumberField7
NumberField8NumberField8
NumberField9NumberField9
NumberField10NumberField10
NumberField11NumberField11
NumberField12NumberField12
NumberField13NumberField13
NumberField14NumberField14
NumberField15NumberField15
NumberField16NumberField16
NumberField17NumberField17
NumberField18NumberField18
NumberField19NumberField19
NumberField20NumberField20
NumberField21NumberField21
NumberField22NumberField22
NumberField23NumberField23
NumberField24NumberField24
NumberField25NumberField25
NumIntField1NumIntField1
NumIntField2NumIntField2
NumIntField3NumIntField3
NumIntField4NumIntField4
NumIntField5NumIntField5
NumIntField6NumIntField6
NumIntField7NumIntField7
NumIntField8NumIntField8
NumIntField9NumIntField9
NumIntField10NumIntField10
NumIntField11NumIntField11
NumIntField12NumIntField12
NumIntField13NumIntField13
NumIntField14NumIntField14
NumIntField15NumIntField15
NumIntField16NumIntField16
NumIntField17NumIntField17
NumIntField18NumIntField18
NumIntField19NumIntField19
NumIntField20NumIntField20
NumIntField21NumIntField21
NumIntField22NumIntField22
NumIntField23NumIntField23
NumIntField24NumIntField24
NumIntField25NumIntField25
GUIDField1GUIDField1
GUIDField2GUIDField2
GUIDField3GUIDField3
GUIDField4GUIDField4
GUIDField5GUIDField5
GUIDField6GUIDField6
GUIDField7GUIDField7
GUIDField8GUIDField8
GUIDField9GUIDField9
GUIDField10GUIDField10
GUIDField11GUIDField11
GUIDField12GUIDField12
GUIDField13GUIDField13
GUIDField14GUIDField14
GUIDField15GUIDField15
GUIDField16GUIDField16
GUIDField17GUIDField17
GUIDField18GUIDField18
GUIDField19GUIDField19
GUIDField20GUIDField20
GUIDField21GUIDField21
GUIDField22GUIDField22
GUIDField23GUIDField23
GUIDField24GUIDField24
GUIDField25GUIDField25
CommentField1CommentField1
CommentField2CommentField2
CommentField3CommentField3
CommentField4CommentField4
CommentField5CommentField5
CommentField6CommentField6
CommentField7CommentField7
CommentField8CommentField8
CommentField9CommentField9
CommentField10CommentField10