Search > Expanded Profile Search
Employee, Project, Company, Contact, and Opportunity are now searchable by:
• All Standard Fields and Grids Mapped to Synthesis (Except Dates and Numbers)
• All Custom Fields and Grids Mapped to Synthesis (Except Dates and Numbers)
• I’m A Resource For and Personal Bio (Employee Profile Only)
Profiles > Projects > Employee Associations
Under what conditions do Employees from Deltek Vision become associated with a Synthesis Project?• Option A: All Employees with a Named Role
OR Exceeding Total Hour Threshold. (Default)• Option B: All Employees Associated with the
Project.• Option C: All Employees with a Named Role.Do you want to display all Employees that meet the above criteria, or only those in the Employee Directory?
All Employees. (Default)Do you want to display Employees assigned to the Project in Newforma?
Yes. (Default)
Profiles > Projects > Employee Sort Order
Employees on Project Profiles are now sorted by:
• Show in Directory• Role Comparison (Principal, Project
Manager, Designer, Named Role, No Role Assigned)
• Employee Full Name
Profiles > Employees > Project Sort Order
Displays all Projects in the Project Directory with which the Employee is associated, sorted as follows:
• Project Status (Ascending)• Most Recent Billed Date (Descending)• Project Create Date (Descending)• Role Comparison (Principal, Project Manager,
Designer, Named Role, No Role Assigned)• Project Marketing Name (Ascending)
Profiles > Employees > Opportunity Sort Order
Displays all Opportunities in the Opportunity Directory with which the Employee is associated, sorted as follows:
• Opportunity Status (Ascending)• Opportunity Create Date (Descending)• Role Comparison (Principal, Project Manager,
Designer, Named Role, No Role Assigned)• Opportunity Name (Ascending)
Profiles > Opportunities > Employee Sort Order
Employees on Opportunity Profiles are now sorted by:
• Show in Directory• Role Comparison (Principal, Project
Manager, Designer, Named Role, No Role Assigned)
• Employee Full Name
Bonus Round > Streamlined Configuration
Summary of Enhancements:
• All on One Page• Simplified Configuration
Options