Synergy release - 8 March 2020

We're picking up speed as we enter March. It starts off at the dashboard where we have a new win/loss panel which makes this month’s feature video. Accompanying the panel are reports that allow you to filter by project status and a new filter type. Keep your eyes open for the new access level which allows you to give more responsibility in Synergy to your support staff. Lastly, have a look at the first iteration of our time-saving changes to the planning board and the tweaks we made to the project documents folder.

Win/Loss panel

The win/loss panel in the dashboard allows directors, assistant administrators* and system administrators to compare how many projects they’ve won compared to what they’ve lost or proposed.

*A brand-spanking-new security access level, see below…

Reporting

• To accompany the panel, you can also filter by status change in your Project and Stage reports. Read more.
• We also created six new standard reports related to win/loss.
• The Project win/loss reports give an overview of projects that are won/lost/proposed within a particular month along with the total project fee.
• The Status win/loss reports give you more detailed information into exactly what stages of a project are won/lost/proposed and give a total on stage fees.

1. Project - list by status – won. This report uses filters to display your projects considered won within a set timeframe.
2. Project - list by status – lost. This report uses filters to display your projects considered unsuccessful within a set timeframe.
3. Project - list by status – proposed. You guessed it. This report uses filters to display your proposed projects within a set timeframe.
4. Stage - List by Status - Won. Lists project stages that are considered 'won' within a selected month
   grouped by Project Manager and Project.
5. Stage - List by Status - Lost. Lists project stages that are considered 'Lost' within a selected month
   grouped by Project Manager and Project
6. Stage - List by Status - Proposed. Lists project stages that are considered 'Proposed' within a selected month grouped by Project Manager and Project

• You can now also filter reports by ‘is empty’ / ‘is not empty’. This comes in especially handy when you use project notes or custom fields.
• You can now export reports with two levels of grouping (expanded) to Excel. 

New security access level  – assistant administrator

• We added the new security access level assistant administrator, this access type is similar to system administrator. The differences are that the following pages containing sensitive organization information are hidden:
  • Actual costs
  • Organisation configuration
  • Financial controls
  • Rates
  • Overtime rates
  • Taxes
  • Other staff details. Read more
• This change affects the staff security matrix and it is recommended Synergy Enterprise customers review their custom user settings.

Document folder administration

• If you make changes to your project documents folder template, you can apply these changes to your existing projects with a click of a button. Read more.

SharePoint Integration

• If you enable this option, when you create a new project, Synergy will generate the document folder structure in both Synergy and SharePoint. The SharePoint folder is for your working documents, and the Synergy folder is for the immutable copy of your shared, version-controlled documents.
• You can also open your SharePoint working-folder right from your Synergy project documents folder. Read more.

Planning board – weekly resourcing

This is the first iteration of week-level resourcing in the planning board. Be sure to stay tuned, as there will be a lot more exciting developments over the next few months. In the planning board, Synergy Enterprise users can now progress from long-term capacity planning, to resourcing at a more granular level. Instead of simply applying a resource to the team on a stage while in delivery mode, you can now specify different levels of effort at different times across the stage.

• Adjust the resourcing using Gantt style drag and drop.

• Assign resources for a segment of time during a stage.

• Assign a resource multiple times during a stage.
• Refine an individual's resourcing down to the effort in a single week.