{"id":10222,"date":"2020-06-01T01:52:38","date_gmt":"2020-06-01T01:52:38","guid":{"rendered":"https:\/\/totalsynergy.com\/?p=10222"},"modified":"2025-07-23T19:19:54","modified_gmt":"2025-07-23T09:19:54","slug":"synergy-product-update-may-2020-sharepoint-for-document-control","status":"publish","type":"post","link":"https:\/\/totalsynergy.com\/synergy-product-update-may-2020-sharepoint-for-document-control\/","title":{"rendered":"Synergy product update \u2014 May 2020 \u2014 SharePoint for document control"},"content":{"rendered":"\n\n\n\n\n\n\n\t
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How AEC businesses and professionals are now thriving working remotely (or not) demonstrates the benefits of cloud software, like never before. We\u2019re extremely proud that Synergy is a pure cloud solution.<\/p>\n

We understand that some businesses may be unsure how to lessen the impact of COVID-19 on their business. In our May release, we\u2019re joining forces with Microsoft SharePoint<\/a>, to provide you with the tools you need to work from home, more effectively. The SharePoint add-on for Synergy (also known as SharePoint for document control) was in our product development roadmap for later in the year, but we brought it forward and accelerated its development to solve COVID-19 lockdown-related working challenges now.<\/p>\n

We\u2019re delighted to introduce to you SharePoint for document control<\/a>, an integration between Synergy and SharePoint that\u2019s designed to help you improve collaboration with your project team, and stay connected to your customers. As the name suggests, it\u2019s also designed to improve document control \u2014\u00a0by collaborating on draft versions of project documents in SharePoint, and using Synergy as your \u2018filing cabinet\u2019 to save your finalized project documents.<\/p>\n

SharePoint for document control is a paid add-on to your subscription, however, it\u2019s free to trial until January 2021, for Synergy Business and Enterprise customers.<\/p>\n

But that\u2019s not all! Continue reading to find out about the other updates we\u2019ve made in this release \u2014 to the planning board, resourcing planning and the work breakdown pages \u2014 that are all designed to make your work life easier.<\/p>\n

NEW \u2014 SharePoint for document control<\/h3>\n

SharePoint for document control<\/a> connects Synergy with SharePoint.<\/p>\n

When you create a project in Synergy, Synergy creates working folders in SharePoint. You\u2019re able to control who has access to each folder. You can do this for your template project folders, or for individual projects. Set-up is super fast.<\/p>\n

When you create, or edit, a project document in SharePoint, you\u2019ll get a notification in Synergy. It\u2019s very easy to identify changes, and it\u2019s only one click to add the new SharePoint file as the latest revision in the Synergy document register.<\/p>\n

When you set up SharePoint for document control, you\u2019ll just need to consider if you\u2019d like to sync your entire back catalogue of projects, or only projects created after a certain date. Good news though! The sync works in the background, so you can continue using Synergy. We do the heavy lifting for you.<\/p>\n

We also know how important it is for you to remain on the same page as your customers, and to be able to maintain accurate audit trails. SharePoint for document control helps with this \u2014 in Synergy, you\u2019ll always have access to the version of a project document you shared with a stakeholder \u2014 minimizing your litigation risk.<\/p>\n

Sound interesting? You can add SharePoint for document control to your Synergy Business or Enterprise subscription from the subscription page.<\/p>\n

Find out more about SharePoint for document control.<\/a><\/p>\n

Read the blog on SharePoint for document control by Synergy’s product manager, Paul Hemmings.<\/a><\/p>\n

UPDATE \u2014 Resource planning<\/h3>\n

We\u2019ve made some design updates to our resource planning page, to make it even more user-friendly for you.<\/p>\n

Use the new cog setting to show hours in the resource planning grid.<\/p>\n

Use the new sorting functionality to sort the list by rate, availability, or name.<\/p>\n

Also, you can now edit the number of hours a resource is assigned to a stage from the resource planning page.<\/p>\n

UPDATE \u2014\u00a0Planning board<\/h3>\n

We\u2019ve added the week of the year, and dates, to the header of the resource planning, project planning and schedule pages, for greater clarity.<\/p>\n

We\u2019ve replicated the budget indicator (at the stage level in our previous release) for project and phase levels. We\u2019ve made it easier for you to see how any of your projects are tracking, at a glance.<\/p>\n

UPDATE \u2014\u00a0Project schedule<\/h3>\n

The schedule page now automatically refreshes when you change the dates.<\/p>\n

UPDATE \u2014\u00a0Work breakdown page<\/h3>\n

We hope you love how the header rows in the work breakdown, budget and budget vs actual views now stick to the top of the page, when you scroll down the list.<\/p>\n

UPDATE \u2014 Cash expenses<\/h3>\n

You can now upload an image from your image library, in the cash expenses page.<\/p>\n

UPDATE \u2014\u00a0Internet Explorer<\/h3>\n

We now no longer support the Internet Explorer browser. If you use Internet Explorer, you\u2019ll need to change over to Microsoft Edge or Google Chrome.<\/p>\n

Visit the Synergy knowledge base to see the full release notes (Synergy login required).<\/a><\/p>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Our May 2020 product update is all about enabling architecture, engineering, and construction design project teams to work remotely more easily, with the new SharePoint add-on for Synergy \u2014 SharePoint for document control. We\u2019ve also made a few small updates in this release.<\/p>\n","protected":false},"author":3,"featured_media":23876,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"content-type":"","inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[4],"tags":[],"webinar-categories":[],"type-of-webinar":[],"industry":[],"region":[],"class_list":["post-10222","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-synergy-updates"],"acf":[],"yoast_head":"\nSynergy product update \u2014 May 2020<\/title>\n<meta name=\"description\" content=\"This product update is all about enabling AEC project teams to work remotely more easily, with the new SharePoint add-on for Synergy.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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