Learn more about Creating a Project

Click on the feature that you want to learn more about:

Basic Project Setup

Getting Started

Create a project

Copy an existing project

Project General Details

Attach contacts

Using the project directory

Set the project status

Create a fee proposal document

My Project list

View the project site address on a map

Add/remove columns

What is Synergy?

What is Synergy Cloud Services?

Frequently asked questions

How to use the help files

Contact Us

Advanced Features

Before you can add a Project

Using Projects List

Project fees and financials

Manage costs and billing

Phases

Project numbers explained

Resource and Capacity Management

 

Setup the financial controls

Create rates

Create staff

Setup Attributes to record extra data

Define the Project Folder Structure


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