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Webinar Series

Upcoming webinars to help users get the most out of Total Synergy.

Updated this week

We have launched a new webinar series which is designed to help you get the most out of Total Synergy —whether you're just getting started, looking to maximize efficiency, or exploring advanced features.

​Total Synergy User Training: Getting Started

An introduction to Total Synergy designed for those new to the platform or those needing a refresh on how to use the basic tools.

What it covers:

  • How to navigate Total Synergy

  • How to add contacts

  • How to view projects

  • Task management

​​Date: Thursday 17 April 2025

Time: 11am AEST/BST

Duration: 45 mins

Project Manager 104: Invoicing Efficiently in Total Synergy

Finding and managing the WIP on your projects is the first step in a successful invoicing approach. Master that and you’ll find invoice creation becomes much more efficient. We’ll also provide best practice tips to get your invoices out faster.

What is covers:

  • Strategic filtering to locate projects for invoicing & create drafts in bulk

  • How to quickly review and manage your WIP pre-invoicing

  • Invoicing methods for various fee types

Date: Thursday 1 May 2025

Time: 11am AEST/BST

Duration: 45 mins


Available On-Demand

Project Manager 101: Build a Strong Foundation for Success

Setting up a project the right way is the key to smooth workflow. We walk you through the essential steps to get started.​​What it covers:

  • The key settings you’ll encounter when creating a new project

  • Setting up your work breakdown structure

  • Creating a budget—and why it’s crucial for project success

  • Building a project schedule that keeps everything on track

  • Understanding Planning Mode vs. Delivery Mode

Password 'TotalSynergy'

Project Management 102: The Power of Project Templates

Project Templates help you maximise Total Synergy’s planning tools without the need for manual updates every time.

What it covers:

  • Where are how project templates can be applied to a project

  • Building a project template from the ground up and revisiting the project planning screens

  • Creating a project template from an existing project, removing unnecessary elements

  • Updating project templates to ensure they evolve with your business

Password 'TotalSynergy'

Project Management 103: Project Modes

Planning and Delivery Modes are unique settings to assist in getting your projects Fees, Budgets, and Resourcing into your projects quickly. Once the project has been won, they continue to offer a quick way to update the project and go live.

What it covers:

  • Planning v Delivery Mode

  • The flexibility of Elastic Planning

  • Project Activation

  • Updating Resource Planning and best practice

Password 'TotalSynergy'

If you have any questions regarding webinars, please email customersuccess@totalsynergy.com.

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