Download - What's new in Synergy 4.8.7 - Minor changes
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What’s NewSynergy 4.8.7 Release
Multiple Minor Changes in 4.8.7
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Minor Changes in 4.8.7
Synergy Connect
These products are supported for use with Synergy Connect
• MYOB V19.9
• Reckon Accounts Premier 2013
Minor Changes
Tip: Synergy Connect is an add-on module. Contact us to sign-up.
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Minor Changes in 4.8.7
Synergy Help Files
Searching help
• Highlight colours added for each search word within the topic.
• Each search word shown in a different colour.
• Remove the highlight colours using the toolbar button .
Minor Changes
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Minor Changes in 4.8.7
Send Email Wizard
New style of email wizard to select multiple recipients and send out using email templates is available in:
• Project Contacts – Templates: Project, Sub Project, Contact, and Personnel
• Project Documents – Template: Project and Sub Project.
• Global Documents – Template: Project, Sub Project and Contract Admin.
• Contacts – Templates: Contact
• Personnel – Templates: Contact and Personnel
• Contract Admin – Templates: Contract Admin, Contact and Personnel.
Minor Changes
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Minor Changes in 4.8.7
Contract Admin
Pinned Contracts (My Contracts)
• Pin your most used contracts.
• Find your contracts with the ‘Pinned’ list filter.
• Start with this filter by default using the right click ‘Set this as the default view’ option.
Minor Changes
Tip: Contract Administration is an add-on module. Contact us to get this feature enabled in your Synergy database.
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Minor Changes in 4.8.7
Project Creation
• Only General and Attributes tabs are shown in create mode.
• All other tabs are shown after the record is saved.
• Enter Mandatory attributes during the initial creation and save using the top toolbar save button.
Minor Changes
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Minor Changes in 4.8.7
Transmittals
Approval options
• Select if you are creating the Word document or the package ZIP file when approving a transmittal.
Minor Changes
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Minor Changes in 4.8.7
Transmittals
Approval batch process
• Close the transmittal window and let the word document and package file be created in the background.
• View the progress of each item in the bottom bar.
Minor Changes
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Minor Changes in 4.8.7
Administration Tools
Document Template Bookmarks
Minor Changes
Template Type
Where Bookmarks Added Why use it?
Proposal Fee Detail Table
Budget Section
• Task
• Note
• Budget Header
Display the project budget or work breakdown details on a client proposal document.
Invoice Fee Detail Table
Totals Section
• Agreed Fee Total $
• Previous Invoiced Total $
• Overall Invoiced Total $
Show a summary in the totals area of the invoice table which allows comparison of:• This invoices value• Total invoiced value to-date• Agreed total invoice value
Project Available Bookmarks
• Invoice Contact• Invoice Personnel
Use the name and address details to send the project document to the invoice contact or personnel.
Contract Admin
Available Bookmarks
• Contract Scope of Works
Add an overview description of the contracts purpose on all contract admin document types.
Transmittal Available Bookmarks
• Date Linked• Progress (%
complete)
Add the last updated version date for a drawing and the progress % complete to your transmittal output.
Tip: Contact the Total Synergy support team if you would like help creating or updating a Document Template.
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Minor Changes in 4.8.7
Administration Tools
Proposal Document Templates
• Use Proposal document templates in the Project.
• Create a Proposal documents when the project/sub project is at Proposal or Active status.
• Add the budget details to your template and show the budget header and budget breakdown for each Sub Project.
Minor Changes
Tip: Contact the Total Synergy support team if you would like help creating or updating a Document Template.
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Minor Changes in 4.8.7
Resource Management
Project Work Breakdown
• Add percentage complete to each work breakdown item.
• Mark the item complete and the value changes to 100%.
• Change the item to incomplete and the value changes to 90%.
Minor Changes
Tip: Resource Management is an add-on module for Synergy Enterprise clients. Contact us to get this feature enabled in your Synergy database.
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Minor Changes in 4.8.7
Resource Management
Capacity Report Graph
• New style of graph in the project level and company-wide capacity boards.
• Compare the allocated hours against the capacity.
• Capacity is configured using Office and staff calendars.
• Instant refresh of the graph after making changes in the project or company planning boards, without closing/re-opening the feature.
Minor Changes
Tip: Resource Management is an add-on module for Synergy Enterprise clients. Contact us to get this feature enabled in your Synergy database.
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Questions?Call the Synergy Support Team
on +61 2 8197 9000
Want to know more about Synergy for your business?
Email us – [email protected]