Edition: All
User-level: All
Previous steps: N/A
The Synergy Dashboard can be thought of as the main home page. It is a screen where you can locate a lot of information about you and your projects or the business as a whole depending on your user level.
The following range of dashboard are available in Synergy:
NOTE: Not all widgets will be available to all user levels so be sure to click into each link to see what the Synergy Dashboard can offer you, or use the table below.
Dashboard | User | Asst. PM | PM | Director | Asst. Sys Admin | Sys Admin |
Aged WIP |
| x | x | x | x | x |
Aged Debtors | x | x | x | x | x | x |
Transaction Mark up |
| x | x | x | x | x |
Project Profits |
|
|
| x | x | x |
Recent Contacts | x | x | x | x | x | x |
Utilisation |
| x | x | x | x | x |
Monthly Invoice Totals |
| x | x | x | x | x |
Recent Chats | x | x | x | x | x | x |
Missing Timesheets | x | x | x | x | x | x |
Hours by Project | x | x | x | x | x | x |
Staff Members | x | x | x | x | x | x |
Notes | x | x | x | x | x | x |
Win/Loss |
|
| x | x | x | x |
Budget Vs. Actuals |
|
| x | x | x | x |
Where to next?
N/A
What other features does this relate to?
N/A