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Resource Management

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Bulk Process Function for Invoices

We would like to be able to change Invoice status from RECEIVED to PROCESSED in bulk through box selection similar to other pages in SYNCHRO Perform.
Ernest Downes about 2 months ago in Perform / Dockets 0

Bulk Assign function for Purchase Orders

Add a Bulk Assign function for Purchase Orders to the All-Dockets webpage for SYNCHRO Perform similar to current Assign functionality for Invoice Assignment
Ernest Downes about 2 months ago in Perform / Dockets 0

Sorting in Time and Usage Matrix for People and Equipment, company, resource role etc

Currently the Matrix is set up to include People and Equipment in 1 table with sorting by Company, Role and Name. It is quite time consuming to have people and equipment mixed together. It would be good to be able to keep them separated and sortin...
Nageshwar Sesetti over 2 years ago in Perform / Timesheets 2 Future Consideration

People Usage Summary (Item/People Count)

Please add a head count for: Total People in List (total number in filter). Total People with (any) hours assigned each day. This will help when managing large crews to check if they have all been added to the filter, and also to see if hours have...
Joshua Erskine 3 months ago in Perform / Timesheets 0

Support to bulk upload Rates in Perform

Current method of loading and updating rates individually into Perform needs the ability to bulk create and needs to include notation to allow information on source
Ernest Downes over 2 years ago in Perform / Dockets 0 Future Consideration

Add new sort/filter feature for Dockets (sort/filter by cost code)

This feature will be very useful as our project is set-up via cost-codes. So sorting/filtering via cost-code will be very important
Rocky Ursino 4 months ago in Perform / Dockets 0

SMU in Matrix

We have start and finish time in Matrix. For plant, could we have start and finish SMU in Matrix
Nageshwar Sesetti over 2 years ago in Perform / Timesheets 1 Future Consideration

Saved layouts for Usage Matrix

Ability to create, save and share layouts of the Usage Matrix
Luke Read over 1 year ago in Perform / Timesheets 0 Future Consideration

Show name of user who submitted a docket on the Docket Inbox

It would be helpful to see the user who submitted the docket, on the Docket Inbox page, in case you needed to contact that user if you had a question. Currently the Docket Review and Site Docket Review screens on the mobile app show this information
Luke Read over 2 years ago in Perform / Dockets 0 Future Consideration

Show usage creator and updater on Resource Usage Entry page

It is not currently possible to see who created a usage entry on the Resource Usage Entry page (this can only be seen via Cost Analytics and the Resource Usage Export). This change would allow a user to see the usage creator on this page.
Luke Read over 2 years ago in Perform / Timesheets 0 Future Consideration