Total Synergy

Learn about the Planning Overview Dashboard

Planning Overview

Learn about the Resourcing Overview Dashboard

Resourcing Overview

Learn about the Capacity Planning Dashboard

Capacity Planning

Learn about the Forward Loading Dashboard

Forward Loading

Learn about the Resource Plan vs Actuals Dashboard

Resource Plan vs Actuals

Learn about the Forecast Accuracy Dashboard

Forecast Accuracy

Learn about the Forecast Evolution Dashboard

Forecast Evolution

Learn about the Backlog Evolution Dashboard

Backlog Evolution

Learn about the Forecast Analysis (Planning) Dashboard

Forecast Analysis (Planning)

Learn about the Planning dashboards in Insights Pro

Planning

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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