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Synergy release - 20 September 2021
Synergy release - 20 September 2021

September release 2021

Updated over a week ago

In this release, we have a few new things (Synergy HR and Dependencies) coming your way! We've upgraded our outlook plugin and added some new features that make it seamless to file your emails in their correct place! We have worked hard to update how key features like invoicing and the project schedule work and added the much requested 'export project schedule to PDF' option.

Read all about the changes below.


Synergy HR

The SynergyHR add-on for Synergy fully integrates your HR workflows into your business and practice management system. With SynergyHR we’ve created a way for you to manage leave not just in terms of payroll, but also in terms of impact on your business, so that project managers can use employee data when resourcing a project.

You will be able to:

  • Create policies and calendars on an Organisation level.

  • Add policies and personal details to staff profiles

  • Add policies and calendars to offices in synergy.

  • Request and manage leave and track availability


  • Link each stage to up to five stages in the project schedule; select the stages predecessor and up to four successors in the right-hand panel. Read more

  • When moving or extending stage dates all the linked stages will move accordingly and keep their spacing

  • Move tasks to snap stages and retain dependency links.

  • The project planning board will also show the dependent stages.

  • Add dependencies to your project templates to save time when creating projects.

Outlook Add-in

  • The Outlook add-in has a new and fresher look. Read more

  • Predicted projects based on the subject line will now appear in the sidebar. Read more

  • A new Attachments folder can be added in the project folders section to separate your attachments from your emails.

  • Once enabled you will be able to direct attachments to that folder within the add-in menu.

  • The emails saved can be downloaded with attachments or as texts.

  • Once an email has been filed a category will be marked against it making it easy to see which emails have already been stored.

**For customers who use the Outlook Add-in, you may need to refresh the add-in (ctrl + f5 on your keyboard for windows, or restart the app on Mac) to see the new functionality**



  • The new “Resourcing Estimates Date Range” filter means you will be able to see the hours a staff member is resourced between a period of time.


  • In configuration settings, there is now an invoice lock date that you can set. This will mean no invoices or credits can be created before that date in the month.

  • In Owing invoices, attachments can now be added directly to the invoices in synergy, making it easier than ever to keep all your invoice documents in one place.

  • You will be able to add and remove attachments when sending the invoice from synergy as well.

Project Schedule

  • In the project schedule, you will now have the option to export the project and its timeline to a pdf or to a Microsoft project. Read more


  • When invoicing bill amounts it will show all units being invoiced instead of one unit for the entire bill.

  • An audit log will now be available on the configuration page.

  • When over-allocating on resources in the schedule the box will turn red and you won’t be able to save until the resourcing is correct.

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