Plan and track projects with ease

Plan your projects perfectly

Plan new jobs using previous project data or using defined templates to create accuracy, efficiency and consistency across your agency.

• Keep estimates, project plans, activities and billing consistent using job templates. Online document templates can also be built to capture the correct info, for example Brief templates or Statement of work templates
• Store all project information, including documents, briefs, estimates, tasks and communications. No more bottlenecks because crucial information is hidden in someone’s inbox!
• Break complex projects down into jobs, phases and tasks, adding time and cost estimates at each level to track profitability
• Plan project timelines in an interactive Gantt chart. Add milestones and dependencies and assign specific resources. Drag and drop to adjust timelines. Download as PDF, image or XML for MS project to share with clients
• View multiple projects in one Gantt chart to see if timelines clash and avoid overlaps
• When a job’s approved, tasks can be booked straight into the resource management schedule to move work seamlessly through your agency

Keep your projects on track

Manage jobs easily and profitably with built-in task management software and real-time project tracking.

• Use activity lists or Kanban boards to organise tasks and visualise workflows. Add details, dates, priority, checklists, attachments and comms. Assign tasks, add reminders and track time spent on each activity
• Track where tasks are, what’s in progress, what's on hold, what’s completed and more. Plus get automated alerts when a task is completed, or comments are added to make project tracking easy
• See at-a-glance project progress, financial status and if anything's overdue. Timesheets and expenses are logged easily in Synergist, keeping data up to date
• Create email alerts to flag issues early. For example, when a job reaches 95% budget — so you can take the decision whether to stop over-servicing

Get a full project overview

See which of your projects are profitable and gain insights to make informed strategic decisions.

• See actual costs vs revenue and the profit and margin for each project phase. Filter by client, account handler, job or phase type to see patterns or differences
• When you need a deeper dive into the data, you can run detailed project reports and see full job histories to get to the root of the problem and take learnings for future jobs
• Monitor client investment. See how much you've over or under-recovered across all their jobs, making sure each client meets your profit targets
• Analyse profit by client sector, size, project type or other criteria. Customisable reports let you slice and dice your data to get business insights relevant to your agency