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

More To Explore

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Why Total Synergy?

Simplify Product Delivery

Free Your Team to Focus On What They Do Best: Delivering Great Projects

Reduce Project Risk

Reduce Project Risk with Real-Time Financial Insights.

Win the Right Projects

Win Projects That Drive Profit and Avoid the Ones That Don’t.

Receive 24/7 Support

Expert A&E-Focused Support Whenever You Need It.
Solutions

Produce Budgets & Quotes

Make budgeting and quoting easier, more accurate, and less stressful.

Manage Projects

Stay organized, on time, and on budget with tools that drive project profitability and efficiency.

Track Time

Track time effortlessly, stay on budget, and improve billing accuracy at every project phase.

Allocate Resources

Easily see who’s working on what, their availability, and how to best balance workloads.

Process Invoices

Get invoices out faster, reduce delays, and keep cash flowing with clear project finances.

Track Finances

Make budgeting and quoting easier, more accurate, and less stressful.

Decide with Data

Make smarter decisions with real-time dashboards and reports.

Forecast Revenue

Gain crystal-clear visibility into your future revenue, project profitability, and resource needs.

Apply Document Control

Centralize your project information for seamless collaboration, better control, and fewer headaches.

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