Total Synergy

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: Project managers, principals, finance team

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Single-project deep-dive: all stages, fee, WIP, invoiced revenue, forecast and resourcing in one view. Project Summary is the PM's primary tool for monitoring their project's financial and resourcing health — everything needed for a project status meeting on one screen. ​

Open Project Summary before any project review meeting to confirm financial status. Check fee consumed % by stage — any stage over 90% needs a billing or variation decision. Review the planned vs actual hours table to identify where hours are running ahead of plan. If a stage has high WIP and is close to its fee cap, it needs to be invoiced promptly to avoid fee overrun appearing in the data. ​

Project: Search and select by project name or number

Stage: Filter to one or more stages

Period: Date range for monthly views

- Project: Search and select by project name or number
- Stage: Filter to one or more stages
- Period: Date range for monthly views

Learn about the Project Summary Dashboard

Project Summary

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Key Fields	How it's Calculated
Agreed Fee by Stage	Contracted fee for each stage as entered in Total Synergy. The financial ceiling for each scope of work
Invoiced Revenue (PTD) by Stage	Cumulative invoiced revenue from project start for each stage
WIP by Stage	Current uninvoiced chargeable balance for each stage
Fee Consumed % by Stage	Invoiced revenue plus WIP divided by agreed fee for each stage. Values over 100% indicate the stage has exceeded its contracted fee
Monthly Forecast	Forward revenue forecast entered for each stage per month. Used to track billing intentions for upcoming periods
Planned vs Actual Hours	Planned hours from the resource plan vs actual charged hours on each stage, broken down by staff member
Staff Cost to Date	Cumulative cost of all hours charged to the project, calculated using each staff member's cost rate
Gross Margin by Stage	Invoiced revenue minus staff cost for each stage, expressed as both a value and a percentage

Project Summary

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Understanding your data

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