synthesis product roadmap :: summer 2015

Synthesis Product RoadmapSynthesis WorkshopSF 2015

Christopher ParsonsKnowledge Architecture

A Deep Dive intoSynthesis 5

Profiles

Search

Stream

Bonus Round

Synthesis 5

Search > One Search Box

Search > Bento Box

Search > New Categories > Images

Search > New Categories > Videos

Search > New Categories > Links

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)

Search > Supported Search Operators

AND (Default)OR

NOT“Exact

Phrases”Wildcard*

Profiles > All

Profiles > All > All on One Page

Profiles > All > Maps

Mapping Based Upon:

• Lat Long (If Available)• Address

Profiles > All > No Empty Web Parts

Synthesis 4.5 Synthesis 5

Profiles > Projects

Profiles > Projects > Slideshow

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

Profiles > Employees > Contact Details in Header

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 > Companies > Who’s Connected?

Profiles > Contacts > Who Knows?

Profiles > Opportunities > Who’s Pursuing This?

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

Stream >

Stream > New Images in OpenAsset Posts

Stream > Actions Always Available in Less Mode

Bonus Round >

Bonus Round > Updated SharePoint Styles

Bonus Round > Post Directly to a Topic

Bonus Round > OpenAsset Viewer Web PartCenter Column Right Column

Bonus Round > Streamlined Configuration

Summary of Enhancements:

• All on One Page• Simplified Configuration

Options

synthesis product roadmap :: summer 2015

Design

project profiles

opportunity profiles

synthesis project

named role

profiles contacts

project directory

project manager

profiles projects slideshow