Recommendations for setting up the My Synergy dashboard

Find out which My Synergy plugin's are recommended to be used for each Synergy access level.

Getting Started

Who Can Use It?	Where Is It?
User Assist. Project Manager Project manager Director Administrator System Administrator	My Synergy dashboard > Configure icon

Who Can Use It?

Where Is It?

User

Assist. Project Manager

Project manager

Director

Administrator

System Administrator

My Synergy dashboard > Configure icon

Recommended plugin's for each access level

Each user of Synergy can customise the My Synergy dashboard area to have their own design. Add plugin's to each of the My Synergy tabs to group together plugin's that display similar information.

The plugin's available to add to My Synergy will depend on the user access level for the login account. For example the plugin's which relate to company profits can only be viewed by accounts Director access level (or higher). Open the My Synergy plugin's security matrix topic to learn more.

Tip: Want to setup a dashboard to be shown for all your staff by default?
Use the My Synergy Profiles function (within Administration Tools) to configure the dashboard default style for all staff. Locate My Profiles topic to learn more.

View a checklist of the recommended plugin's to display on the My Synergy dashboard for each access level.

Click on the plugin name in blue to view more information about what the plugin displays.

	User	Assistant Project Manager	Project Manager	Administrator	Director	System Administrator
Aged Debtors (Due Date)
Aged Debtors (Invoice Date)
Aged WIP
Alerts
Broadcast Messages
Company Logo
Forward Loading *NEW 4.8
Monthly Invoice Total
My Projects
My Reminders
My Reports List
My Schedule *NEW 4.8
My Utilisation
My Utilisation Last Month
My Utilisation This Month
Notes and reminders
Office details
Project Actual Cost Profit $ *NEW 4.8
Project Actual Cost Profit % *NEW 4.8
Project Standard Cost Profit $ *NEW 4.8
Project Standard Cost Profit % *NEW 4.8
Project Manager Aged Debtors (Due Date)
Project Manager Aged Debtors (Invoice Date)
Project Manager Aged WIPNEW 4.8
Project Manager Invoice Total
Project Won or Lost
Revenue per Hour *NEW 4.8
Revenue per Staff *NEW 4.8
Search Synergy
Staff Contact List
Staff I Manage Utilisation
Staff Utilisation
Sub Project Manager Invoice Total
User Welcome
User Welcome (Simple)
Utilised Hours *NEW 4.8

* Synergy Enterprise Clients Only

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