Synergy Dashboard

This displays the name of the logged in user, along with the details of their Synergy access level and which Synergy cloud database they are currently logged into. A profile picture is also displayed which can be setup via Gravatar. Click on your name or profile picture to open the Edit Profile feature.

If any Broadcast Messages have been entered in the desktop application, then these are shown in this panel to alert staff to special events in their office.

Use the search at the top of the dashboard to look-up a keyword to search for in Projects and Contacts. To learn more about Searching Synergy.

Use the timesheet leaderboard to see how you rank against the other staff in your company for entering your timesheets on-time. This panel shows the ranking for the last 30 days. The staff members name and their place is shown. i.e. Anne Banecroft is in 1st place, and Billy-Bob Thornton is in 2nd place etc. Use the scroll bar to see all the staff members and their place.

For more details about how the leaderboard works, view the timesheet leaderboard reporting topic.

This displays the a calendar of the current month, which shows in green how many hours you have entered for each date in your timesheets. If cash or travel expenses have been entered, then this is shown in red in the calendar. If timesheets have been entered by are 'uncommitted' or 'non-submitted' then these are shown in yellow. Click on a date in the calendar to view the timesheets or expenses entered for that day. Or click on the 'Add' button in the top to create a new time or expense entry.

This panel displays a list of the last 10 opened items in Synergy Cloud Services. Either Projects or Contacts that have been opened will be shown here to allow your to quickly find the items you commonly work upon.

This is a list of your favourite projects. My Projects list can be defined in both the desktop or cloud applications. If you add an item in the cloud to your My Projects List, then it will also be shown in the list in the desktop application. Click on a Project to open it and view the details.

The name of each of the staff in your office is shown along with their gravatar picture. If they do not have a gravatar picture setup, then this will show a profile picture that is their initials from the first and last name entered in their user profile.

Click on a staff name in the list, and it opens a new screen that shows the email address and contact numbers for that staff member.

When the Resource Management module is being used in the desktop application, then the current items scheduled for you to complete will be shown in this panel.