July Update: Efficient and intuitive project planning with enhancements to Synergy’s Planning Boards

This month we have some exciting improvements to our Planning Boards that will give you greater efficiencies, flexibility, and customisation capabilities, so you can work more intuitively, and take back more time for design.

Resource your projects faster and more intuitively than ever before

Having the right people working on your projects is vital to achieving project success. We’re simplifying your resource management workflow by introducing the ability to add staff to your projects directly from the Resource Planning Board. You’re now also able to define the start and end dates for their work.

The ability to customise your resourcing dates is also available on the Project Planning Board and the Project Schedule, so you can enjoy a more intuitive experience of resourcing projects in a way that suits how you work within Synergy.

Planning Board Screen
Planning Board Screen

Dynamic project views for greater control

We’ve introduced advanced scaling options to Synergy’s Planning Boards to give you more control over how you visualise and manage your projects. You can now easily zoom in to reduce the time frame and gain a closer look at your projects or zoom out to extend the view and see a broader picture. Choose to view your projects on a scale of weeks, months, quarters, or years; it’s all about customising your view to suit your needs and to enable better long-term and short-term planning.

Making work easier for Surveyors with SynergyFieldBook

Working out in the field isn’t easy. SynergyFieldBook is designed to make logging your field project work easy, and we’ve made some enhancements to make it a better experience.

Search functionality has been improved so you can specify time limits on tasks, show tasks assigned to other people besides you, and to no longer be case-sensitive. We’ve also updated your default view of tasks to include any tasks assigned to you that were due within the last 30 days or are due in the next 30 days.

Other Improvements 

For a full list of changes introduced in this release you can download the release notes below.  

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Are you already using Synergy to enhance your project management? Then join the online Synergy community to talk with us and industry peers about how to achieve your best results, get advice, share ideas and feedback, and more. 

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