From the depths of self-isolation and amongst the challenges of working from home, our Synergy team continues to crank out the updates for you.
This month, we build on weekly resourcing in the planning board, and we’ve made a few small changes in the reports section that give you lots of value.
Ps. You can find Part 1 of weekly resourcing here.
Planning board and schedule
Keep your eyes peeled for little tooltips in planning mode that show you what you can do when you switch over in delivery mode because it’s in delivery mode where the magic happens:
In an Excel-like, grid environment, you can manually update the hours for your resource in the planning board, one week at a time. Read more.
Unsure how your resource plan is looking for the rest of your stage compared to your budget… check out the info in the tooltip and the icons will show you how you’re tracking. Read more.
Changes to the availability calculations
Your resourcing might look a bit different, this is because we updated our calculations to no longer factor in your availability factor. It's all in the comms we sent out earlier in the month.
Grouping and sorting
You can now group your reports by 4, that’s right, 4 levels of grouping! This gives you added flexibility to report on what you want, how you want.
Filters and sorting and grouping on run report
When a report is shared, users can now view the filters and the grouping and sorting settings through the details section. If the report owner/creator has given you access, you can also edit.
Merge row duplicates
We’re all about reducing ambiguity here and the default Merge duplicae row totals option is the ‘Same as totals’ will do whatever the function is in the ‘Grouping / reports totals’ field.
Introducing the Distinct option. If any of the columns marked with this function have the same value across the rows, then Synergy will merge those rows together.
Staff filter in reports
We’ve added an autofill function in the staff filter that searches for what you type in the field, as you type. Now you can find Steve even if he is listed as Stephen in the staff list.
New to-do report
Get on top of your organisation's to-dos with the new To-dos report. You can now view a list of all to-dos and filter them by completed or due date. Super helpful to keep on top of things.
Multi-office organisations can attach bills to offices. When synching these bills to MyOB and using tracking categories (future Xero and QBO), these bills will have the office tracking category attached.