Synergy Cloud Services provides access to your timesheets, projects and contacts online from any computer, tablet or smartphone with a web browser. You can also access services like support, your account information and disaster recovery.

1. What’s New
Synergy 4.8.5 Release
Synergy Cloud Services and minor changes in 4.8.5

2. Synergy
Cloud
Services
Accounts SupportApp*
*Synergy Enterprise clients only.
• Timesheet and
expense entry*
• Projects look-up*
• Contacts look-up*
• Disaster recovery*
• Pay outstanding
invoices
• Change invoice
frequency
• Choose account
managers
• Select support staff
• Watch training
videos
• Download files
• Log a call in the
helpdesk
Synergy Cloud
Services
Minor Changes
Synergy Cloud Services
What is it?

3. Synergy Cloud Services
What’s New
1. Helpdesk has been moved – now in the Support area.
2. The FTP site has been replaced – use the Downloads page within
Support.
3. Watch training videos on how to use Synergy within Support.
4. Pay a Synergy invoice, or change the billing frequency in the new
Accounts area.
5. Nominate who has access to Support or Accounts.
• Update who will be your Account Managers (x2).
• Choose your Support Access staff (x3).
• Account Managers have access to both Support and
Accounts.
Synergy Cloud
Services
Minor Changes

4. Synergy Cloud Services
How do I get it?
Support and Accounts
• Available to all Synergy clients.
• The Account Manager can add up to 3 support staff users.
• Account Managers are normally the people listed on the Synergy
contract.
• More users have access if you have signed up for the Synergy
Cloud Services Application.
App
• Available to Enterprise clients.
• A one-time setup fee applies of $500.
• Contact the Synergy Support Team to sign-up for the App.
Synergy Cloud
Services
Minor Changes

5. Minor Changes in 4.8.5
Support added for these Microsoft products.
Synergy Cloud
Services
Minor Changes

6. Minor Changes in 4.8.5
Budget Templates (Composite Rates)
• Function has been renamed.
• Define the budget items and drawings.
• Copy budget items into the Project Budget.
• Copy drawings into the Project Drawing Register.
Synergy Cloud
Services
Minor Changes

7. Minor Changes in 4.8.5
Resource Management
Copy Budget Templates
• Work breakdown tab has a Copy button.
• Use Copy to import the budget from Budget Templates.
• Use a different budget template for each sub project.
• Factor the budgets up, to auto update the copied rows.
Synergy Cloud
Services
Minor Changes

8. Minor Changes in 4.8.5
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.
Synergy Cloud
Services
Minor Changes

9. Minor Changes in 4.8.5
Resource Management
Planning Board Appointments
• Capacity can be calculated on the office working hours or planned
board appointment hours.
• Uncheck the tick box in the open appointment and the planned
time is shown as the scheduled duration.
• The appointment will either show as 8 hours scheduled time (from
office working hours), or 10 hours from the appointment planning
time.
Synergy Cloud
Services
Minor Changes

10. Minor Changes in 4.8.5
Resource Management
Colour Sub Project Templates.
• Assign a colour to each template.
• Sub Project and Budget Items will be auto coloured when a sub
project is added using the template.
Synergy Cloud
Services
Minor Changes

11. Minor Changes in 4.8.5
Document Templates Grouping
• Add grouping rows to MS Word document templates.
• Add two levels of grouping within selected data tables.
• Add a border to the row to make it stand out.
• Example below will group the Drawings on a Transmittal, with
grouping by Sub Project then Document Type.
Synergy Cloud
Services
Minor Changes

12. Questions?
Call the Synergy Support Team
on +61 2 8197 9000
Click here to find out more about Synergy Cloud Services
http://www.totalsynergy.com.au/features/web-mobile