User Security Matrix

Each staff record has an application security level assigned during initial setup. This topic explains what functions each of the different staff access levels, will be able use within Synergy.

Day to day

User

Assist. Project Manager

Project Manager

Director

Administrator

System Administrator
  Edit/Create View          

My Synergy

  • Expense Reimbursements

 

 

 

 

 

  • Approvals*

 

 

 

  • Timesheets

  • Timesheets - enter for other staff

 

 

 

¥

Projects

 

  • General tab

 

  • Project manager

 

 

 

 

  • Status

 

 

 

  • Enable Project Phases

 

 

  • Project directory

 

  • Contacts tab - add/remove

  • Attach Project teams*

 

 

 

  • Documents tab

  • Documents tab*
  • Drawing Register NEW 4.8.5
  • Project Plan tab* NEW 4.8
  • Sub Projects tab

 

  • Copy a sub project

 

 

  • Construction Costs

 

 

  • Sub Project Fees

 

 

  • Work Breakdown Structure tab* NEW 4.8
  
  • Schedule tab* NEW 4.8
  
  • Notes tab

  • Financial Summary tab

 

 

  • WIP tab

 

 

  • Profitability tab

 

 

^

^

^

  • Earned Valuations tab*

 

 

  • Rates tab

 

 

  • Budget tab

 

 

  • Forecast tab*

 

 

  • Time and expenses tab

 

 

  • WIP Write off/restore/transfer

 

 

  • Attributes tab

  • Foreign currency*

 

 

  • Reports

 

  • Project Copy NEW 4.8
      
  • Project Maps* NEW 4.8
  • Resource Management* (Planning Board and Capacity tabs) NEW 4.8
      

Contacts

Expenses Invoice

Expenses Office

Reports

‡

 

‡

Management Reports* NEW 4.8

 

 

 

 

^ Profitability: The Actuals costs and profitability can only be seen by staff access levels System Administrator and Director.

‡ Reports: Users and Assistant Project Managers have limited access to reports.

¥ Timesheets: Project manager can do and view other staff timesheets, however only when they are a 'report to' manager for a staff member.

* Synergy Enterprise feature

 

Setup Menus/advanced features User Assist. Project Manager Project Manager Director Administrator System Administrator

 

Edit/Create

View

 

 

 

 

 

Invoices

 

 

*

  • Staff profitability

 

 

 

 

  • Pre-billing

 

 

 

 

  • Unlock Invoice

 

 

 

 

  • Change Invoice No.

 

 

 

 

 

  • Make a payment

 

 

  • Credit, Cancel, Write off

 

 

 

  • Return Transactions to WIP

 

 

  • View the credit history

 

 

Invoice Maintenance

 

 

 

Payments

 

 

 

Project Archive

 

 

 

Account interfaces

 

 

 

 

 

Contract Admin

 

 

  • Contract Admin Default Data

 

 

 

  • Contract Expenditure

 

 

  • Expenditure Default Data

 

 

 

Tools

 

  • User Settings

 

  • Office Settings

 

 

 

 

 

  • System Settings

 

 

 

 

 

 

  • Financial Controls

 

 

 

 

 

Administration tools

 

 

 

 

  • Document Templates

 

 

 

 

 

  • Logged in users

 

 

 

 

 

Default Data

 

 

 

 

 

Practice

 

 

 

 

 

Database menu

 

 

 

 

 

* Invoices: Assistant Project Manager have the ability to create a draft invoice, however are unable to create the final.

Tip: any staff that needs to be attached to a Project as the Project Manager within Synergy, will need an access level of Project Manager, Director or System Administrator.

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