Synergy product update — November 2021 — Total Synergy Community, updates to project schedule, budgets, transmittals, and more

In this release, we have a few exciting new things (SynergyHR and Dependencies) coming your way, as well as an upgraded Outlook plugin, invoicing and project schedule, the much requested 'export project schedule to PDF' function, and more.

NEW — 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:

UPDATE — Project Schedule

  • The stage dependencies selector will now show the phase name in the dropdown list Read more

UPDATE — Budget

  • The contingency line itself has been renamed to ‘Markup/Markdown’ and you can use this budget line when your budget will not match your fee Read more
  • New filters for rate types and rate categories have been added to the budget screen making it easier to see only what you need in the budget Read more

UPDATE — Budget Vs. Actuals

  • A Budget vs. actuals panel has been added to the dashboard — it will show the last three months of projects that have been marked as completed
  • The dashboard panel is an initial step towards subcontractor management

UPDATE — Transmittals

  • Previously issued transmittals can now be forwarded to other external contacts and staff  Read more
  • The project audit will also show that the transmittal has been copied and forwarded

UPDATE — Fixes and improvements

  • A fix has been issued for MYOB connect where fields on the contact card were being cleared during sync
  • Additional options have been added in the security matrix for reading and editing rates
  • Assistant project managers will now be able to switch invoice layouts

More To Explore



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