Synergy product update – December 2021 – Christmas Wishlist Updates

Happy Festive Season, from Total Synergy! As we wrap up the year 2021, we’d like you to unwrap some highly requested enhancements we’ve made to the Synergy platform. We’ve been hard at work putting decorations on existing features, such as filters in the planning board. We’ve also made projects and budgets more user-friendly. Read all about the changes below.

NEW – (Don’t forget the) Total Synergy Community

This is a new forum which allows you to connect with other Synergy cloud users and the Total Synergy team right across the globe.

  • Learn, ask questions, support ideas, and give feedback
  • Engage with the product, best practise tips, your industry, and the wider AEC community
  • Find the link in the ‘Get help’ widget in the app
  • Click the ‘Login with Total Synergy Single Sign-On’ when you sign up using the link:
    https://community.totalsynergy.com/

UPDATE – Synergy HR

  • HR public holiday calendars have been updated to recognise 2022 public holidays when leave is added by staff

UPDATE – Transactions

  • The default view will allow you to select different status types based on what transactions you want to see

UPDATE – Projects

  • New projects will now default to a multistage project using the default template selected. Read more.
  • Project type is something you select on creation of a default template. It will inherit the type from the template, or it can be customised

UPDATE – Planning board

  • New projects will use the default project template selected. This will bring across all your date ranges, budgets and resourcing
  • Additional filters have been added including Discipline, Project dates, Project status, Stage name and Team. Read more.
  • The date filter will show projects which have started after 2 years prior to today’s date

UPDATE – Resourcing and Revenue Forecasting board

  • New filters have been added including Discipline, Stage name and Team

UPDATE – Fixes and improvements

  • Duplicating timesheets when having two tabs open in Synergy

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