{"id":20290,"date":"2023-05-15T08:00:00","date_gmt":"2023-05-14T22:00:00","guid":{"rendered":"https:\/\/totalsynergy.com\/?p=20290"},"modified":"2024-12-17T18:19:18","modified_gmt":"2024-12-17T07:19:18","slug":"may-update-manage-your-projects-more-efficiently-with-synergys-planning-boards","status":"publish","type":"post","link":"https:\/\/totalsynergy.com\/may-update-manage-your-projects-more-efficiently-with-synergys-planning-boards\/","title":{"rendered":"May Update: Manage your projects more efficiently with Synergy\u2019s Planning Boards."},"content":{"rendered":"\n<iframe src=\"https:\/\/player.vimeo.com\/video\/826052824?h=eb7ef0da69\" width=\"640\" height=\"360\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen=\"\"><\/iframe>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n\n\n\n\n\n\n\t<div class=\"content-row row no-padding-top\" style=\"border-color: #ededed; background-color: #fff;\">\n\t\t<div class=\"row-bounds\">\n\t\t\t<div class=\"single ww \">\n\t\t\t\t<p>&nbsp;<\/p>\n<h3><span style=\"font-family: Montserrat;font-size: 18pt\">Review projects faster, with new project filters<\/span><\/h3>\n<p data-renderer-start-pos=\"502\">As part of our ongoing work to make managing your projects easier, we\u2019ve introduced new filtering capabilities across four of your key Planning Boards in Synergy &#8211; Project Planning, Resource Planning, Project Schedule, and Revenue Forecasting &#8211; making it fast and simple to find and analyse your project information.<\/p>\n<p data-renderer-start-pos=\"820\">When reviewing project details on each of these boards, you can now save custom filter sets. This means you can set up filters that provide you with the detailed project information you\u2019re regularly reviewing, give them a custom name, and come back to them when you need to, without having to manually clear and re-filter your data each time. Having the information you need ready at your fingertips will help you get into your work faster, so you can get on with the business of designing and successfully deliver your projects.<\/p>\n<h3><span style=\"font-family: Montserrat;font-size: 18pt\">See and edit stage progress on the Revenue Forecasting Board<\/span><\/h3>\n<p data-renderer-start-pos=\"1414\">To give you faster and more actionable insights into your project, your Revenue Forecasting Board now displays your stage progress. Shown as a percentage, this will allow you to see at a glance how you are tracking, and also edit it in place, so you can ensure that your progress is accurately represented.<\/p>\n<h3><span style=\"font-family: Montserrat;font-size: 18pt\">Other Improvements\u00a0<\/span><\/h3>\n<p>For a full list of changes introduced in this release you can download the release notes below. <span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>\n\t\t<!--HubSpot Call-to-Action Code -->\n\t\t<span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-26ce0eec-bb4f-409f-93ad-ebf680da2c07\">\n\t\t<span class=\"hs-cta-node hs-cta-26ce0eec-bb4f-409f-93ad-ebf680da2c07\" id=\"26ce0eec-bb4f-409f-93ad-ebf680da2c07\">\n\t\t<!--[if lte IE 8]>\n\t\t<div id=\"hs-cta-ie-element\"><\/div>\n\t\t<![endif]-->\n\t\t<a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/4807205\/26ce0eec-bb4f-409f-93ad-ebf680da2c07\" >\n\t\t<img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-26ce0eec-bb4f-409f-93ad-ebf680da2c07\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/4807205\/26ce0eec-bb4f-409f-93ad-ebf680da2c07.png\"  alt=\"New call-to-action\"\/>\n\t\t<\/a>\n\t\t<\/span>\n\t\t<script charset=\"utf-8\" src=\"\/\/js.hubspot.com\/cta\/current.js\"><\/script>\n\t\t<script>\n\t\thbspt.cta.load(4807205, '26ce0eec-bb4f-409f-93ad-ebf680da2c07', {});\n\t\t<\/script>\n\t\t<\/span>\n\t\t<!-- end HubSpot Call-to-Action Code -->\n\t\t \n\t\t<!--HubSpot Call-to-Action Code -->\n\t\t<span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-19a2351c-9921-4361-b943-4dae140daf3b\">\n\t\t<span class=\"hs-cta-node hs-cta-19a2351c-9921-4361-b943-4dae140daf3b\" id=\"19a2351c-9921-4361-b943-4dae140daf3b\">\n\t\t<!--[if lte IE 8]>\n\t\t<div id=\"hs-cta-ie-element\"><\/div>\n\t\t<![endif]-->\n\t\t<a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/4807205\/19a2351c-9921-4361-b943-4dae140daf3b\" >\n\t\t<img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-19a2351c-9921-4361-b943-4dae140daf3b\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/4807205\/19a2351c-9921-4361-b943-4dae140daf3b.png\"  alt=\"New call-to-action\"\/>\n\t\t<\/a>\n\t\t<\/span>\n\t\t<script charset=\"utf-8\" src=\"\/\/js.hubspot.com\/cta\/current.js\"><\/script>\n\t\t<script>\n\t\thbspt.cta.load(4807205, '19a2351c-9921-4361-b943-4dae140daf3b', {});\n\t\t<\/script>\n\t\t<\/span>\n\t\t<!-- end HubSpot Call-to-Action Code -->\n\t\t<\/p>\n<h3><\/h3>\n<h3><span style=\"font-family: Montserrat;font-size: 18pt\">Join the conversation <\/span><\/h3>\n<p><span class=\"TextRun SCXW121047018 BCX4\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW121047018 BCX4\">Are you already using Synergy to enhance your project management? Then join the <\/span><span class=\"NormalTextRun SCXW121047018 BCX4\">online <\/span><span class=\"NormalTextRun SCXW121047018 BCX4\">Synergy community to talk with us and industry peers about how to <\/span><span class=\"NormalTextRun SCXW121047018 BCX4\">achieve <\/span><span class=\"NormalTextRun SCXW121047018 BCX4\">your best <\/span><span class=\"NormalTextRun SCXW121047018 BCX4\">results, get advice, share ideas<\/span><span class=\"NormalTextRun SCXW121047018 BCX4\"> and feedback<\/span><span class=\"NormalTextRun SCXW121047018 BCX4\">, and more.<\/span><\/span><span class=\"EOP SCXW121047018 BCX4\" data-ccp-props=\"{&quot;134245418&quot;:true,&quot;134245529&quot;:true,&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n\n\t\t<!--HubSpot Call-to-Action Code -->\n\t\t<span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-f7c7d810-57f5-4053-8a51-7d7c93e67708\">\n\t\t<span class=\"hs-cta-node hs-cta-f7c7d810-57f5-4053-8a51-7d7c93e67708\" id=\"f7c7d810-57f5-4053-8a51-7d7c93e67708\">\n\t\t<!--[if lte IE 8]>\n\t\t<div id=\"hs-cta-ie-element\"><\/div>\n\t\t<![endif]-->\n\t\t<a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/4807205\/f7c7d810-57f5-4053-8a51-7d7c93e67708\" >\n\t\t<img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-f7c7d810-57f5-4053-8a51-7d7c93e67708\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/4807205\/f7c7d810-57f5-4053-8a51-7d7c93e67708.png\"  alt=\"New call-to-action\"\/>\n\t\t<\/a>\n\t\t<\/span>\n\t\t<script charset=\"utf-8\" src=\"\/\/js.hubspot.com\/cta\/current.js\"><\/script>\n\t\t<script>\n\t\thbspt.cta.load(4807205, 'f7c7d810-57f5-4053-8a51-7d7c93e67708', {});\n\t\t<\/script>\n\t\t<\/span>\n\t\t<!-- end HubSpot Call-to-Action Code -->\n\t\t\n<p><!-- end HubSpot Call-to-Action Code --><\/p>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Managing projects is time consuming. We\u2019re constantly working to make the process faster and more efficient so you can reduce administration time and work on the parts of the project that are more meaningful for your clients. In our May release, we\u2019ve introduced enhancements to our Planning Boards to help make working on your projects faster and easier.<\/p>\n","protected":false},"author":1,"featured_media":23876,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"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-20290","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-synergy-updates"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>May Update: Manage your projects with our Planning Boards.<\/title>\n<meta name=\"description\" content=\"In our May release, we\u2019ve introduced enhancements to our 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