Associations

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Employees, Projects, Contacts, Companies, and Opportunities have associations with one another. Most Projects, for instance, have a team of associated Employees and nearly every Contact is an employee of some Company.

When it comes to knowledge sharing, associations are some of your richest data. When an employee can figure out who knows an important Project, Opportunity, or Client's history, she is empowered ask the right people the right questions.

Associations surface on your Synthesis Intranet and on Synthesis Mobile. This article explains how those associations are determined.

 

Employee – Project Associations

Determining which Employees are associated with which projects for the purposes of your Intranet is a global setting.

Synthesis has a default setting and three configuration options to help narrow or broaden the default association criteria. These options are explained below. Contact us at support@knowledge-architecture.com to adjust your firm's Employee - Project association criteria.

By default, all Employees who have billed more than 10 hours to a project, who have a named role in the project’s Employee grid in Deltek Vision, or who are associated with the project in Newforma are associated with the Project.

Employees can be associated with a Project in Deltek Vision through the Employees grid on the Project’s Deltek Vision record or through the Projects grid on the Employee’s Deltek Vision record.

Configuration Options

1. Under what conditions do Employees from Deltek Vision become associated with a Project?

Option A: All Employees with a Named Role OR Exceeding Total Hour Threshold

This is the default setting.

This option displays Employees who are associated with the Project in Deltek Vision and have a named role on the Project or who billed time to a Project in excess of a threshold amount that is configurable. Default number of hours is 10.

This option requires that Synthesis’ Deltek Vision access account has access to the LD table, which is generally the case. If it doesn’t, and you want to use Option A, please grant the account access (read-only is fine).

Option B: All Employees Associated with the Project

This option displays all Employees who are associated with a Project in Deltek Vision, regardless of whether they have a named role or have billed time to the Project.

Option C: All Employees with a Named Role

This option displays all Employees who have a named role on the Project in Deltek Vision.

Employees with an assigned role of “Team Member” will be displayed, but their role will be omitted.

2. Do you want to display all Employees that meet the above criteria, or only those in the Employee Directory?

By default, all Employees will be displayed.

3. Do you want to display Employees assigned to the Project in Newforma?

By default Employees associated with the Project in Newforma will be associated with the Project in Synthesis.

 

Employee – Opportunity Associations

Employees that are associated with the Opportunity in Deltek Vision through the Employees grid on the Opportunity's Deltek Vision record or through the Opportunities grid on the Employee’s Deltek Vision record.

 

Employee – Contact Associations

Employees that are associated with the Contact in Deltek Vision.

Employees can be explicitly associated through the Employees grid on the Contact's Deltek Vision record or through the Contacts grid on the Employee’s Deltek Vision record.

Employees can also be implicitly associated by virtue of having worked on one or more Projects with which that the Contact is associated. Explicit connections will be sorted above implicit connections.

 

Employee – Company Associations

Employees that are associated with the Client or Vendor in Deltek Vision.

Employees can be explicitly associated through the Employees grid on the Client or Vendor’s Deltek Vision record or through the Clients grid on the Employee’s Deltek Vision record.

Employees can be implicitly associated by virtue of having worked on one or more Project or Opportunity with which that the Client or Vendor is associated. Explicit connections will be sorted above implicit connections.

 

Company – Project Associations

Clients that are associated with the Project in Deltek Vision via the Clients grid on the Project’s Deltek Vision record, with or without a Relationship assigned.

-AND-

Vendors that are associated with the Project in Deltek Vision via the Vendors grid on the Project’s Deltek Vision record and have a Role assigned.

-AND-

Companies that are associated with the Project in Newforma.

 

Contact – Project Associations

Contacts that are associated with the Project in Deltek Vision through the Contacts grid on the Project’s Deltek Vision record or through the Projects grid on the Contact’s Deltek Vision record.

-AND-

Contacts that are associated with the Project in Newforma.

 

Contacts – Company Association

Contacts that are associated with the Client or Vendor in Deltek Vision through the Contacts grid on the Client of Vendor’s Deltek Vision record or through the Client / Vendor field on the Summary tab of the Contact’s Deltek Vision record.

-AND-

Contacts that are associated with the Company in Newforma.

Each Contact can be associate with one and only one Company. In the event the same Contact is associated with different Companies in Deltek Vision and Newforma, the company assigned in the source system that is configured to take precedence will appear. By default, the association in Deltek Vision takes precedence.

 

Opportunity – Contact Associations

Contacts that are associated with the Opportunity in Deltek Vision through the Contacts grid on the Opportunity's Deltek Vision record or through the Opportunities grid on the Contact’s Deltek Vision record.

 

Opportunity – Company Associations

Clients that are associated with the Opportunity in Deltek Vision through the Clients grid on the Opportunity's Deltek Vision record or through the Opportunities grid on the Client’s Deltek Vision record, whether or not they have a role assigned.

-AND-

Vendors that are associated with the Opportunity in Deltek Vision via the Vendor grid on the Opportunity’s Deltek Vision record and have a Role assigned.

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