Synergist Features
Tasks (8)
Creation & Assignment
Create and assign tasks for individual users with details and due dates. This feature was mentioned in 14 Synergist reviews.
Due Dates
Based on 14 Synergist reviews. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Based on 14 Synergist reviews. Set priority levels on tasks so individuals can organize their work.
To-Do Lists
As reported in 13 Synergist reviews. Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
As reported in 13 Synergist reviews. Define dependencies between tasks and the rules to manage them.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects. 13 reviewers of Synergist have provided feedback on this feature.
Drag & Drop
Based on 13 Synergist reviews. Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Based on 13 Synergist reviews. Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (11)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project. 13 reviewers of Synergist have provided feedback on this feature.
Project Map
As reported in 13 Synergist reviews. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Based on 11 Synergist reviews. Provide visual representations of tasks, dependencies, and progress.
Calendar View
As reported in 13 Synergist reviews. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Create customized project views for internal and external purposes (eg: for customers). 13 reviewers of Synergist have provided feedback on this feature.
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource. 13 reviewers of Synergist have provided feedback on this feature.
Issue Tracking
As reported in 11 Synergist reviews. Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects. This feature was mentioned in 12 Synergist reviews.
Critical Path
Based on 12 Synergist reviews. Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
As reported in 11 Synergist reviews. Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria. This feature was mentioned in 10 Synergist reviews.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks. 10 reviewers of Synergist have provided feedback on this feature.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department. This feature was mentioned in 10 Synergist reviews.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly. This feature was mentioned in 10 Synergist reviews.
Dashboards
Deliver dashboards that display project data and KPIs in real time. 10 reviewers of Synergist have provided feedback on this feature.
Cost Tracking (3)
Identification
Capture costs at different stages of the project
Allocation
Allocate costs to resources, tasks, or projects
Standard Costs
Define standard costs for resources and activities
Planning (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria. This feature was mentioned in 14 Synergist reviews.
Capacity
As reported in 14 Synergist reviews. Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Based on 14 Synergist reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Optimization (3)
Performance
Monitor the performance of each resource by project, portfolio, or resource type. This feature was mentioned in 14 Synergist reviews.
Forecasting
Based on 14 Synergist reviews. Provide demand-driven forecasts to prepare and plan for future projects.
Corrections
Based on 13 Synergist reviews. Identify misutilizations and provide suggestions to improve planning and scheduling.
Accounting (17)
Chart of Accounts
Deliver out of the box Chart of accounts that can be used across multiple companies or business units.
AP Automation
Steam lines data entry by auto-populating recurring or predefined vendor values.
AR Automation
Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.
Journal Entries
Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.
Tags & Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.
Cash Management
Match payments and invoices and perform bank reconciliation in multiple currencies.
Project Accounting
Track accounting transactions, costs, and expenses by project or portofio of projects
Fixed Assets
Manage information on fixed assets such as asset value and depreciation
Payment Batches
Payments can be processed by batch without manual intervention
Payments Scheduling
Ability to schedule payments at predefined dates and times
Payment Settlements
Clearing of electronic payments to transfer funds from customers to suppliers
Payment Methods
Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers
Revenue Recognition
Automate revenue recogniton by project, portfolio, or milestone and deliverable.
Invoice Management
Ability to create and send electronic invoices, including templates that can be customized/branded.
Payments
Accepts multiple types of payments from clients and match with invoices.
Project Accounting
Deliver features to track and manage costs and revenues by project.
Budget Tracking
Enables accountants and project managers to track and manage budgets.
Project Management (11)
Project Maps
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Workflow
Automate task approvals processes and handoffs at project milestones.
Cost Tracking
Track total cost associated with projects and then report actual versus planned budget.
Risk Analysis
Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.
Resource Management
Define and allocate human and material resources for different types of projects
Project Planning
Generate plans that define tha main activities and resources needed for a project
Project Tracking
Monitor the progress or all tasks and activities that are part of a project
Resource Definition
Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management
Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
Sales & Marketing (5)
Customer Master
Manages customer information including multiple ship-to and bill-to locations.
Order History
Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.
Credit Limits
Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.
Pricing & Discounts
Manage various types of pricing and discounts associated with products, services, and customer types.
Proposals
Generate and manage proposals for project or portfolios of projects
HR (3)
Payroll
Payroll module or integration to an external payroll provider which automates the recording of payroll.
Workforce Management
Manage personnel availability and allocate human resources to production and inventory operations.
Time & Attendance
Track the time spent by employees performing various tasks related to production or inventory management.
Procurement (5)
Requisitions
Create and manage requisitions by project, portfolio, or business entity
Purchase Orders
Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.
Subcontractor Management
Provides features to manage subcontractors for various types of tasks and projects
Project Procurement
Calculate procurement costs by project, portfolio, or type of projects
Supplier Management
Manage relationships with suppliers and track their performance
Content Management (6)
Document Management
Provides a single repository for all documents and options to create and manage files
Collaboration
Allows users to colalborate on documents and keep an audit trail of the changes
Taxonomy
Categorize content based on its purpose and define relationships with projects
Contract Creation
Deliver templates for multiple types of contracts, that can be used to generate new contracts
Subcontracts
Manage subcontracts and thei dependencies on projects and contracts
Costs
Identify and track costs and expenses by contract or by type of contract
Analytics (6)
Earned Value
Track the earned value of projects to monitor performance and progress
Project Optimization
Identify project issues and provide corrective actions to improve performance
ROI and Forecasting
Measure return on investment and leverage data to predict profitability of future projects.
Forecasting
Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting
Access pre-built and custom reports and dashboards that can be configured by users.
KPIs
Include business and financial KPIs that are specific to project and portfolio management .
Task Creation (4)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Customer Management (4)
Customer Profiles
Maintains a central repository of customer information and communications.
Sales
Identify sales opportunities and manage leads pipelines by customer or region.
Marketing
Create and manage marketing campaigns and track their performance
Client Portal
Provides a portal for clients to view project progress, budgets, resources, project documents, etc.
Portfolio Management (4)
Portfolio Definition
Define multiple types of portfolios for projects, programs, and services.
Portfolio Performance
Monitor the performance of different types of portfolios and programs.
Risk
Identify risks that may negatively impact the performance of a portfolio of projects.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Administration (6)
Standard Integrations
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management
Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
Permissions
Based on 16 Synergist reviews. Define and manage roles and access rights for the entire system.
Procedures
As reported in 15 Synergist reviews. Maintain procedures for data access and governance.
Remote Work
As reported in 16 Synergist reviews. Allow users to use the system online and on mobile devices.
Platform (5)
APIs
Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile
Allows software to be easily used on multiple mobile devices including phones and tablets.
Offline Access
Ability to create and access tasks, transactions and reports while not connected to internet.
Automation (3)
Workflows
Provide standard workflows that can be used accross the company. 15 reviewers of Synergist have provided feedback on this feature.
Customization
As reported in 15 Synergist reviews. Allow administrators to configure workflows and processes.
Data repository
Based on 15 Synergist reviews. Deliver a single data repository for all project information.
Project management (7)
Task Prioritization
Based on 15 Synergist reviews. Set priority levels on tasks so individuals can organize their work.
Dependencies
Based on 15 Synergist reviews. Define dependencies between tasks and the rules to manage them.
Planning
Based on 15 Synergist reviews. Plan and create work breakdown structure (WBS) based on the scope of the project.
Views
As reported in 16 Synergist reviews. Create customized project views for internal and external purposes (eg: for customers).
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department. 14 reviewers of Synergist have provided feedback on this feature.
Critical Path
As reported in 14 Synergist reviews. Automatically calculate the critical path for projects and update it when projects change.
Dashboards
Deliver dashboards that display project data and KPIs in real time. This feature was mentioned in 15 Synergist reviews.
Workload (4)
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly. This feature was mentioned in 14 Synergist reviews.
Workspace
Define customizable workspace for teams, departments, and external users. 15 reviewers of Synergist have provided feedback on this feature.
Configuration
Based on 14 Synergist reviews. Provide drag and drop options to configure workspaces.
Insights
Monitor work accross the company and analyze performance. This feature was mentioned in 16 Synergist reviews.
Cost Management (3)
Project Budgeting
As reported in 16 Synergist reviews. Associate a budget with a project and allocate it accordingly by task or resource.
Time & Expense
Track time and expenses associated with projects or tasks. 15 reviewers of Synergist have provided feedback on this feature.
Profitability
Based on 16 Synergist reviews. Monitor project proftability by team or department.
Integration (3)
Front Office
Integrate with CRM, marketing, or customer service software. 14 reviewers of Synergist have provided feedback on this feature.
Back Office
As reported in 15 Synergist reviews. Provide integration with accounting software and ERP systems.
External data
Based on 15 Synergist reviews. Connect to external data sources such as databases or BI software.
Generative AI (10)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. 13 reviewers of Synergist have provided feedback on this feature.
AI Text Summarization
As reported in 13 Synergist reviews. Condenses long documents or text into a brief summary.
Artificial Intelligence - Professional Services Automation (3)
Predictive Forecasting
Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
Smart task suggestions
Gives task and resource allocation suggestions based on project context.
Automated workflows
Automates time-tracking, invoicing, and expense reporting.
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Work Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 10 Synergist reviews.
Multi-step Planning
Based on 10 Synergist reviews. Ability to break down and plan multi-step processes
Cross-system Integration
Based on 10 Synergist reviews. Works across multiple software systems or databases
Natural Language Interaction
Based on 10 Synergist reviews. Engages in human-like conversation for task delegation
Agentic AI - Professional Services Automation (2)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Project-Based ERP (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Decision Making
Makes informed choices based on available data and objectives
Technology Glossary Features
View definitions of the features and discover new technology terms.
To-do lists are how an individual keeps tasks that need to be completed organized. Learn more about the types of to-do lists that can be used and the benefits of utilizing a list to stay motivated and productive.
Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.
A purchase order is an official document given to a seller by a buyer, pledging to pay for the sale of particular products or services that will be delivered in the future. Learn more about what a purchase order is, the types, the formats they come in, and their benefits.


