There are a few different ways to create a project, but the easiest is to select ‘Create’ on the dashboard.

It’s time to get your work done faster

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

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To find out more and discover the complete project workflow talk to us for a demo.

 

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Why Total Synergy?

Simplify Product Delivery

Free Your Team to Focus On What They Do Best: Delivering Great Projects

Reduce Project Risk

Reduce Project Risk with Real-Time Financial Insights.

Win the Right Projects

Win Projects That Drive Profit and Avoid the Ones That Don’t.

Receive 24/7 Support

Expert A&E-Focused Support Whenever You Need It.
Solutions

Produce Budgets & Quotes

Make budgeting and quoting easier, more accurate, and less stressful.

Manage Projects

Stay organized, on time, and on budget with tools that drive project profitability and efficiency.

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.

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