Detailed information on what each of the My Synergy plugin's is used for on the dashboard. Review the access level listed to see if you can use this plugin.
Getting Started
|
Setup required before use |
Who Can Use It? | Where Is It? |
|---|---|---|
|
See each plugin for details |
My Synergy dashboard > Configure icon |
Tips:
Use the Aged Debtors plugin to view a breakdown of all the unpaid invoices in Synergy, grouped by the number of days payment is overdue.
Invoice Date - 
MOST COMMON
Aged Debt is shown based on the Invoice Date entered on the invoice. For example, the invoices shown as 0-30 days group have been generated within this month. Use the aged debt bands to view a breakdown of the percentage of total overdue invoices, which are outstanding for each aged debt period.
Due Date
The aged debt is shown grouped by the Invoice Due Date. The Due Date is calculated as the (Invoice Date + the Invoice Terms). For example if the invoice date is the 1st March, and the invoice terms are 30 days, then invoice is due on the 31st March.
If an invoice is raised today and has 30 day terms, then it won't appear in the Aged Debtors (Due date) 0-30 outstanding for a further 30 days. Instead it will be shown within the 'Current' grouping, as the invoice is not yet Overdue. Once the invoice has been unpaid for greater than 30 days (or the payment terms selected on the invoice), it will be shown in the other aged debt groupings.
Tip: For these plugin's to show accurate data, you must either importing payments via Connect, or manually enter payments into Synergy. Locate Connect Payments overview to learn more. Or if you have never added payments to Invoices, please contact Synergy for assistance or Locate Make a payment topic to learn more.
Who can use it?
Director, Administrator, System Administrator
The ageing period for all work that has been completed, and has not yet been invoiced to your clients is displayed. The aged WIP is grouped into defined aging periods, to help you see at a glance the percentage of chargeable work for each aged period that could be overdue for invoicing.
Who can use it?
Director, Administrator, System Administrator
Based on your Synergy access level the relevant alerts are shown.
Example
For example if you are a User or Assistant Project Manager, only the Missing Timesheets alert is shown. However if you are Project Manager (or higher) then the Alerts plugin is made up of several different sections. You will also see Alerts for Staff you manage. The Alerts displayed will vary based upon your staff access level, and which Alerts are enabled within the System Settings.
Double click on an alert to open the linked item, such as a project or invoice.
Tips:
Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
Use broadcast messages to send a message to a particular access level (i.e. just project managers), or to notify all staff at the one time. The message can have priority set, and has an expiry set that will automatically remove the message from the users dashboard.
Locate Broadcast Messages topic to learn more.
Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
Insert your company logo. The image should be a .bmp, .jpeg, .gif or .tif file. You may need to consider resizing the image, before it is imported to Synergy, to ensure that it fits in the required area on the My Synergy dashboard. Note: The Company Logo plugin can also be resized on the My Synergy dashboard to better display the logo.
Locate Company Logo topic to find out more.
Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
View a summary of the Forward Loading
management report. This summary is reviewing all the active projects in
Synergy and what the current WIP value is for all projects. Based on the current number of staff employed and the WIP value, a number of months is shown in the forward loading panel to represent how long your company can continue to pay all the staff salaries with the current project workload. 
NEW 4.8
Click on the plugin to open the Forward Loading report, and review the report used to calculate this figure.
To learn more about the Management Report review the Forward Loading report topic.
Who can use it?
Director, Administrator, System Administrator
*Synergy Enterprise Feature*
The plugin is displaying the graph from the Revenue tab in the graph section of the Cost vs Revenue Management Report. This is the company wide invoice totals for the last 12
months (including GST). NEW 4.8
Click on the plugin to open the management report, to see how these figures were calculated. This action is available for Director, Administrator, and System Administrator access levels. The Project Manager has no access to Management reports, so this click through action has been disabled. To learn more about the Management Report review the Cost vs Revenue topic.
Tips:
Who can use it?
Project manager, Director, Administrator, System Administrator
Use the My Projects plugin to show a quick list of your current projects. My Projects are defined within Projects List, and they are your most frequently used projects. Adding the My Projects plugin to your dashboard allows you to quickly open a project and view/update the details, send documents to the Project Contacts, and access the Project Folders.
Actions available
Opens the project
folders in explorer, for the selected project.
Opens a pop-up window which lists
the contacts attached to the project. Use this window to send a letter,
fax or email the selected contact.
Remove the selected project from
your 'My Projects' list.Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
Reminders are attached to a projects or to a notes, to remind you to complete a task. Use this plugin to view all your reminders, and use the actions to snooze (postpone) or delete the reminders. Reminders which are attached to a note can also appear in the "Notes and Reminders" plugin. To learn how to create reminders. Locate My Reminders topic to learn more.
Actions available
Snooze will allow you to postpone the task to a future date.
Mark a reminder as completed. This hides the item from all the overdue filters. NEW 4.9.4
Delete this reminder.Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
Use this plugin to easily run your most commonly used Synergy reports. My Reports displays a list of your customised reports, which are saved as within the Reports function. Reports can be customised to automatically run to On Screen, or Export the data to Excel or PDF.
Double click to run a report.
You can save the report to display the filters to be used before it is run. Locate custom reports topic to learn more.
Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
View the
project tasks scheduled for you to work on in either a day, week or month view. NEW 4.8 The default view is weekly view, to allow you to view quickly all the tasks you have scheduled for you to complete this week.
*Synergy Enterprise Feature*
Toggle to a different date using the calendar drop down and arrow keys, to see what work you are scheduled to complete next month. The project tasks are scheduled within the Resource Management module (*Synergy Enterprise clients only*).
When the project manager allocates you to the project task for a set date and time range, the item is shown in your 'My Schedule' plugin. The read only details shown for each scheduled task are the Project Number, Project Title, Sub Project Name, and Task. Hover the mouse over the task and extra details are shown for the scheduled task. The mouse hover details shown are the Project Number, Project Title, Sub Project Name, Rate, Task, Length of the scheduled task in hours.
Examples
|
Day View |
Week View |
Month View |
|
Click the image above to view the Day View |
Click the image above to view the Week View |
Click the image above to view the Month View |
Actions available
Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
Tip: The My Schedule plugin is only available if the Resource and Capacity Management module is enabled on your Synergy license.Contact the Total Synergy Support Team to request the Resource and Capacity Management module.
Compare your time spent on timesheet tasks which were utilised (linked to chargeable project tasks) or non-utilised (linked to internal <Office> or Admin tasks). These plugin's are populated once you have completed timesheets for the period shown. There are three plugin's available to check your utilisation on your My Synergy dashboard.
My Utilisation
Displays a summary of the last 12 months of your timesheet entries, to show the number of hours entered within Synergy timesheets for both utilised or non-utilised tasks.
My Utilisation (Last Month)
Displays as a pie chart view to show what percentage of Last Months timesheet tasks were utilised vs non-utilised.
My Utilisation (This Month)
Displays as a pie chart view to show what percentage of Last Months timesheet tasks were utilised vs non-utilised. If your job role is measured on achieving a certain number of billable hours, it can be useful to keep this plugin on your dashboard to check if you are on-track.
Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
New Notes and Reminders that you are Linked to will appear here. Also if a user adds a comment to a note that you are Linked to, then the Note will be shown here. Notes and reminders can be created via project, sub project, contact, personnel and contract. Locate Create notes topic to find out more.
Double click to open the note.
Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
Displays the Office name, phone, fax and address, website and email addresses, for the office which the user is linked. The office details are defined in Office Settings. Locate Office Settings topic to learn more.
Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
There are four plugin's that you can use to view the Project Profit by month, to view the Management Report 'Project Profit'. Choose if you will view the Project Profit information as a percentage of a dollar value, and if you will view the information using Standard or Actual Costs.
NEW 4.8
*Synergy Enterprise Feature*
Click on the plugin to open the Management Report 'Project Profit', to review the data used to calculate this graph, or apply additional filters to the report.
To learn more about the Management Report review the Project Profit Report topic.
Actual Cost Plugin's
Standard Cost Plugin's
Who can use it?
Director and System Administrator can add both Standard and Actual Cost plugin's. Administrator can add the Standard Cost plugin's only.
Use the Project Manager Aged Debtors plugin to view a breakdown of the total unpaid invoices, for only the Projects that you are linked to as a Project Manager.
Invoice Date MOST COMMON
Aged Debt is shown based on the Invoice Date entered on the invoice. For example, the invoices shown as 0-30 days group have been generated within this month. Use the aged debt bands to view a breakdown of the percentage of total overdue invoices, which are outstanding for each aged debt period.
Due Date
The aged debt is shown grouped by the Invoice Due Date. The Due Date is calculated as the (Invoice Date + the Invoice Terms). For example if the invoice date is the 1st March, and the invoice terms are 30 days, then invoice is due on the 31st March.
If an invoice is raised today and has 30 day terms, then it won't appear in the Aged Debtors (Due date) 0-30 outstanding for a further 30 days. Instead it will be shown within the 'Current' grouping, as the invoice is not yet Overdue. Once the invoice has been unpaid for greater than 30 days (or the payment terms selected on the invoice), it will be shown in the other aged debt groupings.
Tip: For these plugin's to show accurate data, you must either importing payments via Connect, or manually enter payments into Synergy. locate Connect Payments overview to learn more. Or if you have never added payments to Invoices, please contact Synergy for assistance or locate Make a payment topic to learn more.
Who can use it?
Project manager, Director, Administrator, System Administrator
This displays the aged WIP attached to all projects where you are assigned
as the Project Manager. This allows you to see a summary of the work that
has been completed, and has not yet been invoiced to your clients. The
aged WIP is grouped into defined aging periods, to help you see at a glance
how many days the WIP has been overdue for invoicing. NEW 4.8
Who can use it?
Project manager, Director, Administrator, System Administrator
The invoice totals for the last 12 months (including GST), for the projects that you are linked to as a Project Manager are shown. If credit notes (tax adjustments) have been dated in a particular month, they will also be taken into account in the monthly totals.
Click on the plugin to open the management report, which is automatically
filtered to only show the invoices for the Project's you manage. NEW 4.8
This action is available for Director, Administrator, and System Administrator access levels. The Assistant Project Manager and Project Manager access levels do not have access to Management reports, so this click through action has been disabled.
Tip: Want to recreate the data shown in this plugin as a Synergy report? Locate Reporting monthly invoice totals to learn more.
Who can use it?
Assistant project manager, Project manager, Director, Administrator, System Administrator
A graph view of how many new projects were created in each month, and how many of these projects were Won (when they are converted from Proposal to Active project status), and how many of these were Lost (when changed to be Unsuccessful project status).NEW 4.8
Click on the plugin to open the Management Report 'Project Won V Lost', to review the data used to calculate this graph, or apply additional filters to the report.
To learn more about the Management report please review the Project Win Loss Report topic.
Who can use it?
Director, Administrator, System Administrator
A summary graph of the management report 'Revenue per Utilised Hour' is shown. The graph is displays a $$ value for each utilised hour worked. This value is calculated as the total revenue for the month divided by the total utilised hours for the month. The graph shows the last 12 months of data, which are the current month and the 11 previous months. NEW 4.8
*Synergy Enterprise Feature*
Click on the plugin to open the Management Report 'Revenue per Utilised Hour', to review the data used to calculate this graph, or apply additional filters to the report.
To learn more about the Management Report please review the Revenue per Utilised Hour topic.
Who can use it?
Director, Administrator, System Administrator
A summary graph view for the management report 'Revenue per Staff' is shown. The graph shows the 'Total Invoiced value' divided by 'the Number of Staff employed for each month. There are 12 months of data shown, which are the current month and the 11 previous months. NEW 4.8
*Synergy Enterprise Feature*
Click on the plugin to open the Management Report 'Revenue vs Staff', to review the data used to calculate this graph, or apply additional filters to the report.
To learn more about the Management report review the Revenue per Staff Report topic.
Who can use it?
Director, Administrator, System Administrator
Search the database for any keyword. Searches projects, contacts, personnel, notes, messages, invoices, staff and contracts.
Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
A list of internal staff are shown in this plugin, to display a quick list of phone numbers and email addresses. The staff details listed are entered within Practice > Staff and Application Security function, and can be updated by a system administrator or director of Synergy if required. Locate staff maintenance topic to find out more.
Actions available
Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
The last 12 months of utilised vs non-utilised time for all staff at that you manage is displayed. If you do not have any staff reporting to you in Synergy (Configure in Practice > Staff and Application Security) then this graph will be blank.
This graph is display a month by month breakdown, where the red colour is the non-utilised time (non project or non chargeable work) and the blue colour is the utilised time (project work that can be chargeable). The total number of hours within all staff timesheets for the month is shown on the left side of the graph, with each month displayed along the bottom.
Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
The last 12 months of utilised vs non-utilised time for all staff at the company is shown. This graph is display a month by month breakdown, where the red colour is the non-utilised time (non project or non chargeable work) and the blue colour is the utilised time (project work that can be chargeable). The total number of hours within all staff timesheets for the month is shown on the left side of the graph, with each month displayed along the bottom.
Who can use it?
Director, Administrator, System Administrator
The invoice totals for the last 12 months (including GST), for the projects that you are linked to as a Sub Project Manager are shown. If credit notes (tax adjustments) have been dated in a particular month, they will also be taken into account in the monthly totals.
Click on the plugin to open the management report, which is automatically
filtered to only show the invoices for the Sub Project's you manage. NEW 4.8 This action is available for Director, Administrator, and System Administrator access levels. The Assistant Project Manager and Project Manager access levels do not have access to Management reports, so this click through action has been disabled.
Tip: Want to recreate the data shown in this plugin as a Synergy report? Locate Reporting monthly invoice totals to learn more.
Who can use it?
Assistant project manager, Project manager, Director, Administrator, System Administrator
The user name, access level, office name, and the company logo is shown. The Simple user welcome will display only the users name and access level (displayed below).
Who can use it?
User, Assistant project manager, Project manager, Director, Administrator, System Administrator
The percentage of utilised hours worked in a month (compared to non-utilised hours) for all staff members. The graph is shown for the last 12 months.To learn more about the Management Report view the Utilised Hours Report topic. NEW 4.8
*Synergy Enterprise Feature*
Click on the plugin to open the management report. The Management Report 'Utilised Hours' will show the same graph, and that data used to calculate it.
Who can use it?
Director, Administrator, System Administrator
Looking for more help? Try reviewing the following topics: View Topics
© 2019 Total Synergy Pty Ltd
