Exact Synergy Enterprise license roles
Please click on one of the below links to read more about feature related to the following functionality:
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Report Manager role
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| Maintain report groups |
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| Maintain reports |
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| Maintain data sources |
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| Maintain schedules |
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| Maintain subscriptions |
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| Start redeployment |
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read more...
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Hour Entry role
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| Become project members |
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| Realize hour booking request |
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| Access the hour entry screen, enter new hours, reject booked hours or enter new hours |
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| Access the offline hour entry menu path to download/upload a weekly Excel spreadsheet |
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read more...
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Incoming Invoice Register role
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| Open an Incoming Invoice Register requests that are assigned to this user |
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| View the attached invoice document |
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| View the attached financial transaction data from Exact Globe |
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| Write remarks in the incoming invoice requests |
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| Approve or reject the Incoming Invoice Register Request |
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read more...
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Service Management role
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| View and maintain service contracts |
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| View and maintain service configurations |
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| View and maintain service activities |
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| Generate service invoice proposals |
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| Use the visual drag & drop planboard |
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| View and maintain the service requests |
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| Search for service contracts, configurations, activities and invoice proposals |
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| Generate preventive maintance activities |
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| View and maintain contract templates |
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| View and maintain service reponse times |
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| View and maintain problem and solution codes |
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| View and maintain service activity types |
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| View and maintain default contract rates |
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| View and maintain preventive maintenance types |
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| View and maintain default contract types |
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| View and maintain agreements and agreements sets |
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read more...
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Project Manager role
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| View, create, edit and search for projects |
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| View, create, edit and search for project-specific documents |
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| View, create, edit and search for PSA-related request types |
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| View planning |
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| View information in opportunity cards |
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| Create budget approval requests and break the budget into individual lines |
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| Add people as project members |
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| Add child projects to projects |
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| Plan for project members either individually or in bulk |
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| Download hour entry sheets and upload them back to Exact Synergy Enterprise |
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| Approve hours via a dedicated page |
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| Create invoices and term invoices |
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| Define the scope of the project |
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read more...
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Add-on Enabling role
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| See the add-on solutions |
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read more...
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
General |
Document ID: |
22.861.880 |
| Assortment: |
Exact Synergy Enterprise
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Date: |
07-05-2018 |
| Release: |
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Attachment: |
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| Disclaimer |