Project management

Task management

Tasks need to be plotted and allocated to the right people with the right time frames defined. A work breakdown structure lets design teams know which tasks are to be worked on in each stage, and the expected time frame for those tasks.

Synergy’s work breakdown structure works on any web-enabled device — desktop, laptop, tablet, smartphone — meaning project teams can access critical project task information wherever they are. This, coupled with Synergy’s project accounting features, means project managers are tapped-in to the health and progress of projects at all times.

Project planning and delivery

Synergy’s project planning board is a sophisticated Gantt chart that helps architects and engineers forecast revenue and plan resources with drag and drop functionality that makes it quicker, easier and more accurate for architects and engineers to plan project delivery. Forecasting and resourcing go hand-in-hand to help AEC businesses answer two important questions:

Do we have enough business in the pipeline to run the practice and pay the staff?

Do we have enough of the right staff to deliver the projects we expect to win?

Forecasting and resourcing helps you interpret your historical work, your current team composition, and the work you have coming in the future. It gives project managers confidence in delivering the projects for their clients on time and on budget.

Document management

Document management is a lot more than just saving files against a contact or connecting to cloud storage like OneDrive or Dropbox. Good projects revolve around centralized project information management — a single point for project documents where everyone involved in the project can access and manage them. Being able to share access to the project documents means all parties are visibly working on the same version, with the most up-to-date information. Synergy lets administrators and project managers set security and access levels on folders and documents.

PROJECT MANAGEMENT

Deliver every project on time and budget

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. Read more

Get a comprehensive snapshot of reality

Visualize important business and project information and quickly identify areas that need attention or improvement.

PROJECTS

Manage projects with accuracy and precision

Drive project success with a work breakdown structure, segment projects into stages, tasks and fee types.

REPORTS

Make better decisions in real-time

Present organized data and drill-down reports for better business and project decisions.

PROJECT ACCOUNTING

Know the true value of all your projects

With business-wide numbers at your fingertips, you can improve cash flow, get paid faster and know exactly which projects are profitable. Read more

TIMESHEETS

Make time count, drive project profitability

Track time on project tasks with timesheets, timers and expense entry for accurate project accounting.

INVOICES

Produce detailed project invoices effortlessly

Improve cash flow with flexible project invoices that allow for additional stage and task detail, and mixed fee types.

RATES AND COSTS

Standardize rates by role, avoid costly mistakes

Set staff rates for use at project and stage level. Create non-staff rates to recover costs as expenses.

PROJECT COLLABORATION

Bring clarity and control to complexity

When all your project information is in one secure place, it’s easy for everyone to connect, share, and discuss work that matters the most to them. Read more

PROJECT PORTAL

Connect, share and chat in real-time

Collaborate on projects via a secure, online portal. Track file viewing and manage communications.

DOCUMENTS

Find documents easily, respond faster

Manage documents centrally, share files, images and emails securely with complete version control.

CONTACTS

Unify contacts in one connected community

Manage contacts in one place with the latest detail accessible to all. Use custom fields to track unique data.