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TOPIC: Costs (Estimate) not saving for Projects

Costs (Estimate) not saving for Projects #1448

  • Rush Duncan
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Hey ya'll,

I am wondering if anyone else is having this experience or can provide more background information into why it is happening. We are using Synergy 9.5.200 and have created several Projects. If you look up a Project and click the Edit button, you can enter a dollar amount in the field that says Costs (Estimate.) We click save, but it does not update the field - it does not save the data.

Is anyone else experiencing this? Any insight into what this is linked to or if there is a necessary component to setting up the functionality?

Thank you!
Superfeet Worldwide, Inc.
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Costs (Estimate) not saving for Projects #1451

  • Dkloepfer
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I do not see this field on my Synergy screen for Costs - Estimates for Projects. Is the project status - active. Are you using the wip method field? Have you changed Terms on your system?

If you could send me a PM with a screen shot - I could see what you mean and try to assist.

Dave Kloepfer
dkloepfer@synergyexpert.com
Dave Kloepfer
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[url=http://www.synergyexpert.com:2v9xq3t1]Tips, Tools & Manuals[/url]
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Costs (Estimate) not saving for Projects #1495

  • SLeete
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A screenshot would be helpful. You can load it in the forum if you like. Typically you can enter GL level budgets for projects. Projects Costs/Revenue/WIP etc. is generally only populated when used in conjunction with our Globe back office. Is it possible that you have an Interconnect project module?
Scott Leete
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Exact Software North America LLC

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Costs (Estimate) not saving for Projects #1498

  • Rush Duncan
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Thank you for the help. We are not yet using Globe which solves the mystery.
Superfeet Worldwide, Inc.
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