FEATURES

Projects

Manage project progress online, assign tasks via work breakdown structure, analyse profitability.

Visualise project stages and tasks, assign tasks to team members, incorporate rates, fees, and contacts. Share documents with clients and partners via the secure project portal.

Key benefits of using Synergy practice management software for your projects:

Total project information management
Prepare accurate, case-based proposals
Billable and non-billable projects
Compare fees, WIP, budgets to invoices
Analyse profitability at multiple levels
Connect contacts by project relationship

Find out how Synergy can help you manage your projects

Synergy helps architects and engineers — and many other built environment design industry consultants like surveyors, planners and construction designers — get organized with secure, mobile, cloud project information management.

Synergy projects let you untether from your desk and office. You and your team can access projects on any web-enabled device — desktop, laptop, tablet, smartphone, PC and Mac.

Collaborate with clients, contractors and industry partners through Synergy project portals. Assign secure access and know everyone is working on the same documents and communicating transparently.

AEC project management

To manage project work, the Synergy work breakdown structure lets architecture, engineering and construction design teams run projects in either a simple task view, or in full breakdown of phases, stages and tasks. Tasks can be assigned from the work breakdown structure to each project team member. Project progress is displayed in coloured progress bars under each stage and task.

Your staff can view their assigned tasks on their dashboard and start activity timers either from here or the work breakdown structure. Task details are automatically added to the timesheet entry, and notes can be added inline on the task.

Synergy projects give you:

Financial view of each project comparing fees and budgets against invoiced values
Project information management is simple with document control and shared access to project portals
Stay abreast of project activity via the project feed showing activity and communications
Simple projects with task-only view
Full project work breakdown structure showing phases, stages, tasks and budgets
Visual progress bar to illustrate stage and task headway
Jump to project chats, comments and other project communications in the project portal, like shared images, documents and invoices
Track costs and revenue in real time
Non-billable projects — account for the time you put into your business as a budgeted project
See project images in the Synergy image gallery — assign tags for simple search, share selected images to the project portal for team interaction
Project profitability, charge recovery, and project progress automatically calculated for each stage in a handy summary view

More benefits of Synergy projects

Additional benefits of Synergy projects for architects and engineers include:

Integrated project management and accounting
Individual project editing from project list without having to drill in
Create project templates with pre-populated fees, tasks and settings
New projects automatically create defined document folders
Add project contacts on the fly with quick add
Generate, store and share documents within each project
Transfer invoices, expenses and payments between Synergy and third party accounting add-on applications like Xero, MYOB and QuickBooks Online
Easily visualize project performance with clear charts and graphs
Set rates specific to projects or contacts
Fee types include fixed, time and materials, capped, and percentage of contract value

You’re in good company

There’s lots of different project management type software out there, but we use the flexibility of Synergy to see an incredible level of detail or just as a broad-brush view — that side of it is really easy and user-friendly. It fits into the industry that we’re working in.

“You can track business and projects a lot more easily with Synergy. Even though we’ve got very different sizes of contracts, we can now keep a track of them all in a single, central location.”

“We have so many active projects going on, but they’re all at different stages of completion. Synergy enables us to ‘fly low’ and see how individual projects are progressing, but also hover up a level and see how things are going in a more macro sense.”

See how we can centralise your data and simplify your workflows with our Add-ons.

Product

Platform

Industries

Function

Resources

Blog

Support

About

Clients

FEATURES

Projects

Manage project progress online, assign tasks via work breakdown structure, analyse profitability.

Key benefits of using Synergy practice management software for your projects:

Find out how Synergy can help you manage your projects

AEC project management

More benefits of Synergy projects

You’re in good company

Product

Platform

Industries

Function

About

Blog

Support

About

Clients

Plans

Book a demo

Sign up to our newsletter!