Using Projects in Synergy – How to Start

February 17th, 2010 by admin Leave a reply »

In response to inquiries from customers about the use of Projects with the Exact Synergy product, the staff at www.synergyexperts.com is creating a new EventPak.  This tool will help customers understand the use of Projects within Synergy, with a new user manual. 

Creating and Tracking Milestones has always been a manual process with Synergy.  The Event Manager portion of the EventPak will automatically create Requests which are Milestone Related upon the creation of new projects.  A Manager needs to add information such as Starting and Completion Target Dates, Expected Hours and other data to begin the monitoring of the projects.

Requests have been created to track time spent on the various A Request has also been created to allow the tracking of additional notes as the project progresses.

The EventPak provides reports which allow for the monitoring of the Milestones and other important Project details.   These reports can be linked directly to the Project screen with the use of Exact’s SDK tool – which can be done with your Business partner quickly with the instructions provided in the kit.

A video is being created shortly and will be available on our website.  This EventPak will be released for sale on March 1, 2010 and will be initially priced at $250.  Begin using Synergy’s Project functionality quickly and with minimal expense.

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