Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Finance team, principals, project managers
Dashboard Explained
Full project list with key financials, status, and PM attribution. Projects Snapshot is the single-screen view of the entire active portfolio — the table you use when you need to find a specific project quickly, compare all projects on a single financial metric, or export data for reporting.
How to use it
Use Projects Snapshot when you need to answer "what's the fee status of project X?" or "which projects is PM Y running?" quickly. The table is sortable — sort by Fee Consumed % to see which projects are close to their cap, or by WIP Balance to prioritise invoicing follow-up. For financial trend analysis over time, use Monthly Financials instead.
Understanding your data
Key Fields | How it's Calculated |
Project Name / Number | Project name and job number as entered in Total Synergy. Used to identify and search for specific projects |
Stage | The individual billing stage within a project. Fee, WIP, and invoicing data is tracked at stage level |
Agreed Fee | Contracted fee for each stage |
Invoiced Revenue (PTD) | Total invoiced revenue for the stage from project start to current date |
WIP Balance | Current uninvoiced chargeable balance on the stage |
Fee Consumed % | Invoiced revenue plus WIP as a percentage of agreed fee. Values approaching or exceeding 100% indicate the fee is being exhausted |
PM | Project Manager assigned to the stage in Total Synergy |
Office | Office attributed to the stage |
Stage Status | Active, On Hold, or Complete |
Filters
Office: Filter to one or more offices
Project Manager: Filter to a specific PM
Stage Status: Active, on hold, complete
Search: Find a project by name or number