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.
Project Manager 105: Tools for Analysis & Reporting
Date: Thursday 30 May 2025
Time: 11am AEST/BST
Duration: 45 mins
Registrations open soon!
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'
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
Password 'TotalSynergy'
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
Password 'TotalSynergy'
If you have any questions regarding webinars, please email customersuccess@totalsynergy.com.