Updates in the Help Files - 4.8.0 to 4.8.2

Sub Project Templates List. Learn how to create a new sub project template, and what actions and columns are available in Sub Projects List.

Details of each of the Sub Project Template Tabs. Learn what each of the field on the General, Rates, Team, Tasks, and Budget tabs are used for within Sub Project Templates.

Sub Projects Tasks tab. The Tasks tab of the Sub Project is now available when the Resource and Capacity Management module is both ON and OFF. (*Synergy Enterprise clients only*).

Project and Sub Project Budgets. The Project and Sub Project Budget tabs now allow the entry of 'Task' if the Resource and Capacity Management module is both ON or OFF. (*Synergy Enterprise clients only*).

Earned Valuations Tab. Learn how to use the Earned Valuations tab to review and update the active valuation period.

Earned Valuations List. Use Earned Valuations List to open a new valuation period, and update the valuation for multiple projects.

Customise the List view. Customise which columns are displayed in the list, and define your default list layout.

Filtering and Sorting Lists. Sort the list view, and how to apply multiple filters.

Export the List. Export the list to MS Excel®, or export as a Synergy report. Save the report as PDF, MS Word® or MS Excel®.

Activity renamed to Task. 'Timesheet activities' have been renamed to 'Tasks' in the 4.8 Synergy release. The help files have been updated throughout to match this new naming convention.

User Security Matrix. The security matrix has been updated to include the new features included in the 4.8 release, and outline which Synergy access levels can use each function.

Using Synergy Help. Guide on using the help files has been updated to reflect the new look and feel, and search functionality.

What is Synergy Cloud Services. Read what Synergy Cloud Services is, and how to get it.

Synergy Cloud Services.Overview of how the Synergy Cloud Services configuration and data flow is completed.

Synergy Cloud Sync Process. Updated to include details of Synergy Cloud Services, and how to setup the sync of your company database every x number of minutes.

Synergy Backup Process Overview. Updated Synergy backup process overview diagram.

Database Backup Process. Follow these instructions to send a database backup file to Synergy Support.

Synergy Schematic Diagram. Updated to include Cloud Services setup, to make use of the Synergy Mobile Applications.

Synergy Install using an MSI Installer (Advanced ). Download and use the MSI Installer to roll out a silent Synergy install to multiple network desktop computers.

Synergy System Requirements. Updated the system requirements to include support for Windows 8 for desktop and laptop computers, Windows Small Business Server 2011 for the Synergy server, and Microsoft SQL 2012 Express and Standard editions for the Synergy server.

Plugin's recommendations. View our recommendations on how to configure your My Synergy dashboard.

Plugin's security matrix. View which plugin's can be added, for each Synergy access level.

Details on each My Synergy plugin. View information on what data each plugin displays when added to your My Synergy dashboard.

Customise the My Synergy dashboard. Add/remove plugin's from your My Synergy dashboard, on multiple plugin tabs.

Configure the My Synergy default profiles. Set the default My Synergy profile for multiple tabs, for each of the Synergy access levels.

Sub Project Client Reference #. How to enter this on a sub project, and use the optional column on the Sub Project tab.

WIP Write off reason codes. Enter a reason code, and comment when performing a WIP Write Off to display on reports to describe why the WIP write off was completed.

Project General Tab. Details of the fields displayed on the General tab of the project, and the actions available on this screen. Added details to include the new Project Co-ordinates fields.

Project Mapping. View the project site address in Google Maps, using the online mapping tool in Synergy Cloud Services. View multiple site addresses in the same map, to see what other projects are nearby.

Create the Project Forecast. How to set the forecast values for each sub project, and save the forecast values as a baseline.

Update the Project Forecast. How to update the forecast values for each Sub Project, and adjust the baseline forecast values.

Use the Project Forecast tab. Monitor the progress of the sub project against forecast values, using the forecast list and chart shown on the forecast tab.

Project Copy. Copy the general project details across to create a new project, and select if you will also copy Contacts, Sub Projects and Project Team details.

Sub Project Tasks. Define what tasks are part of the Sub Project, and can be used for Project Planning and timesheet entry.

Project Plan tab. Learn what the new Project plan tab is used for, and that is contains the Sub Project, Work Breakdown, and Schedule tabs.

Sub Project tab. Learn what actions are available on the Sub Project tab when viewing a list of the Sub Projects that have already been added to the project.

New Sub Project. Learn how to create a new Sub Project, and what each of the tabs within the Sub Project are used for.

Project Budget Changes. Create a lump sum budget for a Sub Project, or add extra detail to the budget using tasks and staff member details.

Resource and Capacity Management Overview. Learn how to use the new module available to Synergy Enterprise clients. This topic outlines the purpose of this module, the setup required to begin using it, and an overview of the steps to use resource management.

Using the work breakdown tab. Read an overview of how the work breakdown tab is used within the Project, and learn what each of the toolbar buttons do, and what each of the columns shown are displaying. For use with the Resource and Capacity Management module (*Synergy Enterprise clients only*).

Create the work breakdown structure. Learn how to create the work breakdown structure for a project. Define the tasks involved in each Sub Project, and what the budget is for each task. For use with the Resource and Capacity Management module (*Synergy Enterprise clients only*).

Update the work breakdown structure. Learn how to update the work breakdown structure for a project, and monitor the task budget to see if it has been over or under delivered once timesheet or expense transactions have been entered for the project. For use with the Resource and Capacity Management module (*Synergy Enterprise clients only*).

Monitor the progress of each work breakdown item. Learn how to use each of the display options in the work breakdown tab, and monitor the progress of each work breakdown item by comparing the budget values to the actual or scheduled values. For use with the Resource and Capacity Management module (*Synergy Enterprise clients only*).

Use the Project Planning Board. Learn what the Project Planning Board is used for within the Resource and Capacity Management module (*Synergy Enterprise clients only*). Review what each of the toolbar buttons can do, and what each of the columns contain.

Add items to the Project Planning Board. Schedule each of the tasks defined in the work breakdown structure of the project to be completed on a set date and time. Choose which staff member will complete the work. For use with the Resource and Capacity Management module (*Synergy Enterprise clients only*).

Update the Project Planning Board. Learn how to change the date/time or staff member assigned to an appointment on the planning board. For use with the Resource and Capacity Management module (*Synergy Enterprise clients only*).

Check the Project Capacity. Use the Project Capacity Report to check to see if staff are available to complete the project tasks. View the capacity of the entire company, for a selected staff rate, or a selected staff member in the report.

Use the Company Planning Board. Learn how to use each of the toolbar buttons on the company planning board, and review what each of the column on the board display.

Add items to the Company Planning Board. Learn how to add appointments to the company planning board at either a project, sub project, or work breakdown item level.

Update items on the Company Planning Board. Learn how to edit appointment on the company planning board, and how to assign staff members to complete the project, sub project, or work breakdown item tasks.

Use the Company Capacity Board. Learn how to use the company capacity board, to check the staff capacity levels for each office location. Check the capacity levels to find out which staff are available to complete project tasks.

Projects List. Learn what actions are available in the toolbar in Projects List, and view a definition for each of the available columns.

Use the email wizard. Create emails to Synergy contacts or staff using the email wizard. Learn how to use this feature, and select which email template to apply from Projects, Invoice Maintenance, Contacts, Personnel, and Staff.

PDF & email an invoice. Learn how to send an invoice as a PDF file using the email wizard, and choose if you will apply an invoice email template.

Create email correspondence. Email creation steps have been updated to include the information about using email templates.

Timesheet Tasks. Timesheet entry requires the selection of a 'task' not an 'activity'. The list of 'tasks' available when entering timesheets can be controlled within the Sub Project > Tasks tab, to only show the customised sub project tasks list. Use the list of tasks to enter the project budget.

Timesheets Overview. Use the flash animation to learn what each of the features in the Daily Timesheets screen can do.

Account Manager. How to enter the account manager for each contact.

New Contact and Sync to MS Outlook®. Create a new contact record from within a Contract, and sync the Contact details to MS Outlook®.

Average column totals. Display an average when using the Merge FX option in Synergy reports.

Create Custom Report Periods. Setup custom report periods to use in Synergy report filters and Connect filter settings.

Eraser icon. View how to use this new icon to remove a single report column or filter.

Management Reports Overview. Learn how to use the report settings and filters, and export the graph and report data.

Cost and Revenue Report. Compare the monthly invoiced revenue for the company, against the project standard or actual costs.

Project Profit Report. View the project profit as either a dollar value or a percentage over the last 12 months. Select if this is calculated using standard or actual costs.

Project Win Loss Report. View how many projects have been created, won, or lost for each month over a 12 month period.

Forward Loading Report. View how many months the business can continue to operate for, based on the current value of the project residual fees compared to the cost of the staff salaries.

Revenue per Staff Report. View the average invoiced value is for each month, based on the number of staff employed.

Revenue per Utilised Hour Report. View the invoiced revenue value, for each utilised hour entered in the staff timesheets.

Utilised Hour Report. View the revenue value for each utilised hour entered into the staff timesheets.

Export to MS Excel® using a template. The Style and Save tab within the Report Filters now includes an option to export to MS Excel® using a template.

Export to MS Excel® options. Learn about the different options of how to export report data to MS Excel®, including the new option to export data to MS Excel®using a template.

Report - Check for missing attributes. How to run a report to determine if it has been entered on all records.

Create Reason Codes. Setup what reason codes are available in the drop down list when performing a WIP write-off within a project.

Mandatory Attributes. How to setup an attribute to be mandatory for entry on projects, contacts, personnel, staff records, and contracts.

Using Staff & Application Security List. Learn each of the actions available from within staff and application security list. Add colours to staff members, for use with the resource and capacity management module,

Details of each of the staff record tabs. Read what each of the fields in the staff record are used for. Define the working days and number of hours per week in the staff calendar, for use with the resource and capacity management module.

Rates List. Use rates list to view the existing rates, and apply colours to staff and inspection rates for use with the resource and capacity management module.

Mandatory Write Off Reason Codes. Select if reason codes will be a mandatory field for all WIP write-off's in the Synergy database.

Time and Expenses default reports. View how to setup the default report that all users will see for Timesheets and Expenses.

Office Calendars. Setup the new office calendar to define the default working hours and which days staff are in the office. This is used by the Resource and Capacity Management module (*Synergy Enterprise clients only*).

Setup Timesheet Tasks on Sub Project Templates. Define which Tasks are to be part of each Sub Project Template.

Setup Email Templates. Create an email template to use within Projects, Invoices Maintenance, Contacts, Personnel, or Staff Lists. This will allow users to easily create a new email message with the template text and formatting applied.

Using the Email Template Editor. Learn how to enter the email body and subject line of the template. Add Synergy bookmarks, or tables, or hyperlinks to the content, and then apply formatting.