Dockets group Resource Usages (Timesheet entries) with a Company supplying services. Dockets can also be associated with Invoices and Purchase Orders to assist in the reconciliation of services provided.

• Resource Usages record hours worked and People, Equipment, and Other materials used in the process of completing work.

• One or more Resource Usage(s) can be grouped to a single Docket. Typically this is on a per-day basis, but can span longer timeframes.

• Dockets can optionally link to Invoices and Purchase Orders*, as shown in the diagram.

• Invoices can be locked, with the ‘locked’ status cascading to lock Dockets and Resource Usages linked to the Invoice as well.

All Dockets can be viewed, assigned, and edited via a central hub. Their status can also be updated here, however more options are available in the Docket Inbox.

1. Click on Dockets > All Dockets.

   

2. Set a Date Range, add any filters as needed, then click on Filter.

   • Alternatively, enter a Docket’s details in the Search box.

3. Click on the check box next to a chosen Docket, or click on Select All.

4. Click Assign to assign a Docket to an Invoice, or click Remove Invoice Reference to clear it.

5. Click on the icon to edit a Docket’s details, click Receive, Reject, or Approve to update the Docket’s status, then click Update Docket.

6. Click Export Filtered or Export All to export the data as a spreadsheet.

7. To export the Original Docket Submissions, click Export All Original Submissions.

8. To export as Invoice line items, filter by Company, then click Export Filtered as Line Items.

   • This option is only available after filtering by Company.

Add Docket

Dockets can be added via the All Dockets page, created via SYNCHRO Perform Mobile*, created in bulk via the Resource Usage Bulk Create function**, or automatically created for each Resource with a Usage.

1. Click Dockets > All Dockets.

   

2. Click Add Docket.

3. Enter the Docket Reference, Docket Date, and Company (required).

4. Select an Invoice Reference Number, Purchase Order Reference Number, and enter a Description as needed.

5. Click Create Docket

   .

Alternatively to automatically generate Dockets

1. Click Settings > Project > General.

   

2. Click Edit, then select or deselect the Automatically Create Dockets… checkbox as needed.

3. This creates Dockets for Resources with Usage entered in both SYNCHRO Perform and SYNCHRO Perform Mobile

Docket Inbox

Dockets can be edited in the Docket Inbox, and processed through various workflow states. Depending on project configurations, changing a Docket’s status can trigger email notifications to select Users.

1. Click Dockets > Docket Inbox.

   

2. Set the Docket Date to a chosen date, enter a First Receiver, set the Status to 'Entered’, select a Company, then click Filter.

3. Click on a Docket’s check box to select it.

4. Confirm that the hours in the Work Reference (Cost Codes) section are correct.

5. If a Work Reference is incorrect, click Add > Work References.

6. Enter the correct reference in the Work Reference box, click Search, select the reference, then click Add Selection.

7. Reallocate the hours correctly; when all Work References are correct, click the check box in the Docket cell, then click Change Status.

8. Click an option in Change Docket Status to change the Docket’s status, then repeat this process for any remaining Dockets.

Clicking a button in Change Docket Status alters the Docket's status in these ways:

Re-Enter  -  Entered

Receive   -  Received

Approve   -  Approved

Reject      -  Rejected

A Docket's status displays in its cell; Dockets can change to any status, regardless of current status.

1. If a Work Reference or Resource is no longer needed, click the column or row to select it, then click Remove > Remove Resource(s) / Work Reference(s).
2. Alternatively, to remove all Resources or Work References, click on Reset Resources or Reset Work References.
   • This action cannot be undone, and any Resources or Work References will need to be manually re-added after this step

Note:  Removing Resources or Work References does not delete their information from the system.

Any removed Resources or Work References will still be recorded in SYNCHRO Perform. However, they will not display in the Docket Inbox.

Purchase Orders

Purchase Orders can be recorded and tracked against Dockets to assist with financial reconciliation,
and also exported as a spreadsheet for use in records or with third-party systems.

1. Click Dockets > Purchase Orders.
   

2. Click  Add Purchase Order to create new Purchase Order references*.

3. Enter the Purchase Order Reference, Company, Raised On date, and Amount (required).

4. Enter the Description, Opened On, and Closed On date as needed.

5. Click Add Purchase Order.

6. To find a chosen Order, enter its details in the Search box, or choose one from the list.

7. Click on an Order’s Purchase Order Reference to view its details.

8. Click  Edit Purchase Order to update its details.

9. Click Export to create a spreadsheet of all Purchase Orders, then click the download link that appears.

* This does not create a Purchase Order, but is instead a record of a Purchase Order’s reference number.

Invoices

Invoices can be referenced against Dockets to record amounts payable to contractors and companies to assist with financial reconciliation. These references can also be edited and updated, and exported as a spreadsheet.

1. Click Dockets > Invoices.
   

2. To create an Invoice, click  Add Invoice.

3. Enter the Invoice Reference, Acknowledged On date, and Company (required); enter other details as needed.

   1. Acknowledged on date is the date on which receipt of the Invoice is acknowledged by the buyer.
   2. Issued on date is the date on which the invoice was sent to the buyer.
   3. Payable on date is the date which the invoice is due for payment by the buyer.

4. Click Create Invoice.

5. Use the Search bar to find a chosen Invoice.

6. Click on the Invoice’s Invoice Reference to open it.

7. Click Edit Invoice to change its details, then click Update Invoice to save changes.

8. Click Process to process the Invoice.

9. This will Lock the Invoice; to unlock, click Unprocess*.

10. For a spreadsheet of Invoices, click Export, then click on the download link that appears.

* Only those with a User profile of Project Config status or higher can Unprocess an Invoice.

Note:  This process does not create an Invoice from a procurement perspective, but instead creates a reference to an Invoice Number.