The right project management software doesn’t just track your projects, it transforms how your team works. Customisable platforms unlock your specialised processes’ full potential by adapting to your exact requirements rather than forcing you into rigid frameworks.
When software syncs up with your natural workflows, efficiency increases and functionality expands to support your specific needs. The result? Project management evolves from an administrative burden into a strategic advantage. That means your team can focus on what they do best: delivering exceptional design and engineering solutions while boosting profitability.
One Size Doesn’t Fit All in Engineering Project Management
A structural engineering consultancy managing bridge inspections operates differently from an architectural firm designing commercial buildings. These operational differences go beyond project type to include reporting preferences, approval workflows, and resource allocation methods.
Some firms need detailed cost tracking for public sector compliance, while others prioritise client communication tools for private development projects. Your established procedures and client relationships have evolved over time to create competitive advantages that shouldn’t be abandoned for software compatibility.
Why Customisation Matters in Engineering Project Management
Customised software eliminates the friction between your team’s expertise and their tools. When interfaces match your established processes, team members spend less time learning new systems and more time contributing to project success.
Custom fields capture the specific data your firm tracks, automated workflows handle your approval sequences, and tailored reporting delivers the metrics your leadership actually uses. It reduces errors, accelerates decision-making, and improves client satisfaction through more predictable project delivery while providing better visibility into project profitability and resource utilisation.
5 Customisation Features for Your Engineering Project Management Software
1. Analytics Plus
Advanced analytics capabilities transform raw project data into strategic insights that drive better business decisions. Total Synergy’s Analytics Plus add-on provides comprehensive reporting tools that deliver deep analysis of firm performance, profitability trends, and resource optimisation opportunities.
Custom dashboards can be configured to display the specific metrics your leadership team needs to monitor, whether that’s utilisation rates, project margins, or ongoing proposals. Enhanced visibility enables proactive management decisions rather than reactive responses to emerging issues.
2. Premium API
Integration capabilities become essential as your firm grows and adopts specialised tools for different aspects of project delivery. Total Synergy’s Premium API allows seamless connections between your project management system and other critical software platforms your team uses daily. Whether integrating with accounting systems, design software, or client communication tools, this customisation ensures data flows smoothly across your entire technology ecosystem.
3. Synergy PIM
Total Synergy’s cloud-based Project Information Management capabilities centralise all project-related documents, drawings, and emails in one accessible location. This customisation feature ensures that team members can quickly locate the information they need without searching through multiple systems or email chains. Version control and permission settings maintain document integrity while supporting collaborative workflows. The result is improved project coordination and reduced time spent on administrative tasks.
4. Synergy HR
Synergy HR brings staff management directly into your project management system for better resource planning. Team leave calendars provide clear visibility into staff availability, while leave requests help you understand how time-off might affect project delivery. The system automates leave policies and integrates with timesheets to handle approved time-off seamlessly. Staff credentials, certifications, and areas of expertise are stored securely, making it easier to match the right people to the right projects.
5. Synergy CRM
Synergy CRM centralises customer data and manages opportunities throughout your entire sales cycle. This powerful tool keeps targeted, relevant customer information in one accessible location, eliminating the need to piece together knowledge from multiple sources. You can set team targets, access rich company data, and gain valuable insights through comprehensive win/loss reporting.
The system seamlessly tracks your customer journey from initial lead to project win and beyond. Kanban boards and detailed opportunity management help you handle the granular aspects of your sales process while maintaining clear visibility into all opportunities.
Choosing the Right Add-Ons for Your Firm
Selecting appropriate customisation features depends on your firm’s size, project types, and growth objectives. Smaller firms might prioritise basic integration and reporting capabilities, while larger organisations may benefit from comprehensive analytics and CRM functionality.
When evaluating customisation options, consider your team’s current pain points and future goals. The most effective approach starts with implementing core features first, then gradually adding specialised capabilities as your team becomes comfortable with the enhanced system.
Get the Full Experience by Booking a Demo
Your firm deserves project management software that works the way you do. For over 25 years, Total Synergy has been helping architectueand engineering firms optimise their project management processes. Our customisable solutions adapt to your established workflows rather than forcing disruptive changes, creating the clearest path to improved project profitability. When software supports your natural processes, your team can focus on delivering exceptional results while building a more profitable practice.
Book a demo to explore solutions tailored to your specific needs.
