Scroll through our walkthrough below with either your mouse or touchpad at your own pace to experience the process of setting up a project, or if you prefer, you can watch the video.
There are a few different ways to create a project, but the easiest is to select ‘Create’ on the dashboard.
Enter the name of your project.
Select the office (if there are multiple).
Select the status of the project and the project type.
Select the rate group.
Select the start and end dates of the project.
You can add a scope of work now or later.
Then select your appropriate project template which contains all of your project stages.
Choose the right people for the job
Choose your project manager.
Select your primary contact.
Ensure the currency is correct.
Enter the site address.
Add any relevant tags to make it easier to find and categorise your projects.
If you have any extra data in your template it will appear here. In this case, adding a Director in Charge.
When you’re finished inputing all of your fields, click ‘Save’.
You can now see an overview of the project.
Click ‘Edit’ to view the Work breakdown.
The work stages are dictated by the template chosen when creating the project.
You can now assign Stages and Tasks to staff, add your fees and update the progress of your project.
Now your project is ready to take flight
Synergy gives you #MoreTimeForDesign
To find out more and discover the complete project workflow talk to us for a demo.
Know exactly how projects are tracking at every stage. Monitor time against headway on site, manhours against availability, expenditure against estimates, all while keeping everyone aligned and focused.
Trusted by 15,000+ users worldwide
Know exactly where your project work and people stand at any stage and forecast your future. Keep everyone on track without extra meetings or emails.
Drive project success with a work breakdown structure, and segment projects into stages, tasks and fee types.
Make sure the right people are on the right jobs at the right time using a simple, yet highly visual, Gantt chart.
Peer into the future of all projects and see revenue estimates down to a stage level.
Manage your budget with internal costs, contractor costs, and expenses. Identify what parts of the budget are for real profit.
Turn your long-term, broad-view planning into a more granular set of focus points.
Visualise important business and project information, and quickly identify areas that need attention or improvement.
Present organised data and drill-down reports for better business and project decisions.
See how we can centralise your data and simplify your workflows with our Add-ons.
Our experienced team is here to guide you through how Total Synergy can transform your project management approach.
Take the first step toward transforming your practice. In just one demo, our team will show you how Total Synergy simplifies project management, project finances, and project analytics for over 15,000 A&E professionals.
Julian
Leonard
Hetty
Harrison
Simplify Product Delivery
Reduce Project Risk
Win the Right Projects
Receive 24/7 Support
Produce Budgets & Quotes
Make budgeting and quoting easier, more accurate, and less stressful.
Manage Projects
Track Time
Track time effortlessly, stay on budget, and improve billing accuracy at every project phase.
Allocate Resources
Easily see who’s working on what, their availability, and how to best balance workloads.
Process Invoices
Get invoices out faster, reduce delays, and keep cash flowing with clear project finances.
Track Finances
Make budgeting and quoting easier, more accurate, and less stressful.
Decide with Data
Make smarter decisions with real-time dashboards and reports.
Forecast Revenue
Gain crystal-clear visibility into your future revenue, project profitability, and resource needs.
Apply Document Control
Centralize your project information for seamless collaboration, better control, and fewer headaches.
You can now view the walkthrough on ‘How to create a project in Synergy’. We hope you enjoy it!
Please get in contact if you’d like to find out more about Synergy or book a free online demo.