Whether you want a snapshot of all of your projects or an easier way to analyse complex projects, Power BI for Synergy makes it easy.
"Our team leaders can quickly see the performance of a range of projects, and our engineers have detailed project information at their fingertips."
The Project Snapshot provides a one-page summary of all your and your teams projects with both key project data and flags for project health; financial and data quality issues.
Change the slicers to filter the project snapshot.
Monthly Financials and Cumulative Financials allows you to see the performance of your projects from a worked revenue, invoicing, cost and margin perspective with the ability to slice by multiple dimensions.
Select a period from the axis and see the corresponding project detail in the table.
Change the slicers to filter the project financials.
Go to page 2 to see the cumulative perspective.
Right click on a project number and drill-down to the work-breakdown, project profitability, timesheets, costs, expenses and resourcing and jump straight into Synergy if you need to update your project structure or data.
Click on any visual to filter the projects list. Ctrl-click allows you to select more than one.
Standard data quality flags can be complemented with specific flags based on your business rules. The Data Quality page makes it easy for project managers to keep their data up-to-date and accurate.
Right click on the project number and drill through for additional detail. Click the left arrow to go back.
Click on a name to filter the data quality issues for that person's projects.