Synergist Features

Create and assign tasks for individual users with details and due dates. This feature was mentioned in 14 Synergist reviews.

Based on 14 Synergist reviews. Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Based on 14 Synergist reviews. Set priority levels on tasks so individuals can organize their work.

As reported in 13 Synergist reviews. Each user can view their list of tasks to be completed without having access to other tasks.

As reported in 13 Synergist reviews. Define dependencies between tasks and the rules to manage them.

Allows users to update multiple tasks at the same time, accross multiple projects. 13 reviewers of Synergist have provided feedback on this feature.

Based on 13 Synergist reviews. Users can move tasks and change dependencies using drag and drop.

Based on 13 Synergist reviews. Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Plan and create work breakdown structure (WBS) based on the scope of the project. 13 reviewers of Synergist have provided feedback on this feature.

As reported in 13 Synergist reviews. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Based on 11 Synergist reviews. Provide visual representations of tasks, dependencies, and progress.

As reported in 13 Synergist reviews. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Create customized project views for internal and external purposes (eg: for customers). 13 reviewers of Synergist have provided feedback on this feature.

Associate a budget with a project and allocate it accordingly by task or resource. 13 reviewers of Synergist have provided feedback on this feature.

As reported in 11 Synergist reviews. Track issues at the project or task level, and manage resolutions.

Provide standards templates that can be customized by users to create new projects. This feature was mentioned in 12 Synergist reviews.

Based on 12 Synergist reviews. Automatically calculate the critical path for projects and update it when projects change.

As reported in 11 Synergist reviews. Track time and expenses associated with projects or tasks.

Support agile and waterfall project management methodologies.

Create human and material resources and categorize them based on skills and other criteria. This feature was mentioned in 10 Synergist reviews.

Monitor capacity in real time to track resource use and identify bottlenecks. 10 reviewers of Synergist have provided feedback on this feature.

Allocate resources by matching capacity and demand, by project, team, or department. This feature was mentioned in 10 Synergist reviews.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Monitor resource allocation to identify shortages and adjust accordingly. This feature was mentioned in 10 Synergist reviews.

Deliver dashboards that display project data and KPIs in real time. 10 reviewers of Synergist have provided feedback on this feature.

Capture costs at different stages of the project

Allocate costs to resources, tasks, or projects

Define standard costs for resources and activities

Create human and material resources and categorize them based on skills and other criteria. This feature was mentioned in 14 Synergist reviews.

As reported in 14 Synergist reviews. Monitor capacity in real time to track resource use and identify bottlenecks.

Based on 14 Synergist reviews. Allocate resources by matching capacity and demand, by project, team, or department.

Monitor the performance of each resource by project, portfolio, or resource type. This feature was mentioned in 14 Synergist reviews.

Based on 14 Synergist reviews. Provide demand-driven forecasts to prepare and plan for future projects.

Based on 13 Synergist reviews. Identify misutilizations and provide suggestions to improve planning and scheduling.

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Track accounting transactions, costs, and expenses by project or portofio of projects

Manage information on fixed assets such as asset value and depreciation

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Automate revenue recogniton by project, portfolio, or milestone and deliverable.

Ability to create and send electronic invoices, including templates that can be customized/branded.

Accepts multiple types of payments from clients and match with invoices.

Deliver features to track and manage costs and revenues by project.

Enables accountants and project managers to track and manage budgets.

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Associate a budget with a project and allocate it accordingly by task or resource.

Automate task approvals processes and handoffs at project milestones.

Track total cost associated with projects and then report actual versus planned budget.

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

Define and allocate human and material resources for different types of projects

Generate plans that define tha main activities and resources needed for a project

Monitor the progress or all tasks and activities that are part of a project

Contains library of skills and resources to allow project managers to find and assign to projects.

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Manages customer information including multiple ship-to and bill-to locations.

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with products, services, and customer types.

Generate and manage proposals for project or portfolios of projects

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Manage personnel availability and allocate human resources to production and inventory operations.

Track the time spent by employees performing various tasks related to production or inventory management.

Create and manage requisitions by project, portfolio, or business entity

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Provides features to manage subcontractors for various types of tasks and projects

Calculate procurement costs by project, portfolio, or type of projects

Manage relationships with suppliers and track their performance

Provides a single repository for all documents and options to create and manage files

Allows users to colalborate on documents and keep an audit trail of the changes

Categorize content based on its purpose and define relationships with projects

Deliver templates for multiple types of contracts, that can be used to generate new contracts

Manage subcontracts and thei dependencies on projects and contracts

Identify and track costs and expenses by contract or by type of contract

Track the earned value of projects to monitor performance and progress

Identify project issues and provide corrective actions to improve performance

Measure return on investment and leverage data to predict profitability of future projects.

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

Access pre-built and custom reports and dashboards that can be configured by users.

Include business and financial KPIs that are specific to project and portfolio management .

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Users can move tasks and change dependencies using drag and drop.

Allows users to update multiple tasks at the same time, accross multiple projects.

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Define recurring tasks that can be scheduled automatically at pre-defined intervals.

Maintains a central repository of customer information and communications.

Identify sales opportunities and manage leads pipelines by customer or region.

Create and manage marketing campaigns and track their performance

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Define multiple types of portfolios for projects, programs, and services.

Monitor the performance of different types of portfolios and programs.

Identify risks that may negatively impact the performance of a portfolio of projects.

Create the optimal mix of portfolios to achieve operational and financial goals.

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.

Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.

Based on 16 Synergist reviews. Define and manage roles and access rights for the entire system.

As reported in 15 Synergist reviews. Maintain procedures for data access and governance.

As reported in 16 Synergist reviews. Allow users to use the system online and on mobile devices.

Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

Allows software to be easily used on multiple mobile devices including phones and tablets.

Ability to create and access tasks, transactions and reports while not connected to internet.

Provide standard workflows that can be used accross the company. 15 reviewers of Synergist have provided feedback on this feature.

As reported in 15 Synergist reviews. Allow administrators to configure workflows and processes.

Based on 15 Synergist reviews. Deliver a single data repository for all project information.

Based on 15 Synergist reviews. Set priority levels on tasks so individuals can organize their work.

Based on 15 Synergist reviews. Define dependencies between tasks and the rules to manage them.

Based on 15 Synergist reviews. Plan and create work breakdown structure (WBS) based on the scope of the project.

As reported in 16 Synergist reviews. Create customized project views for internal and external purposes (eg: for customers).

Allocate resources by matching capacity and demand, by project, team, or department. 14 reviewers of Synergist have provided feedback on this feature.

As reported in 14 Synergist reviews. Automatically calculate the critical path for projects and update it when projects change.

Deliver dashboards that display project data and KPIs in real time. This feature was mentioned in 15 Synergist reviews.

Monitor resource allocation to identify shortages and adjust accordingly. This feature was mentioned in 14 Synergist reviews.

Define customizable workspace for teams, departments, and external users. 15 reviewers of Synergist have provided feedback on this feature.

Based on 14 Synergist reviews. Provide drag and drop options to configure workspaces.

Monitor work accross the company and analyze performance. This feature was mentioned in 16 Synergist reviews.

As reported in 16 Synergist reviews. Associate a budget with a project and allocate it accordingly by task or resource.

Track time and expenses associated with projects or tasks. 15 reviewers of Synergist have provided feedback on this feature.

Based on 16 Synergist reviews. Monitor project proftability by team or department.

Integrate with CRM, marketing, or customer service software. 14 reviewers of Synergist have provided feedback on this feature.

As reported in 15 Synergist reviews. Provide integration with accounting software and ERP systems.

Based on 15 Synergist reviews. Connect to external data sources such as databases or BI software.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt. 13 reviewers of Synergist have provided feedback on this feature.

As reported in 13 Synergist reviews. Condenses long documents or text into a brief summary.

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Gives task and resource allocation suggestions based on project context.

Automates time-tracking, invoicing, and expense reporting.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input This feature was mentioned in 10 Synergist reviews.

Based on 10 Synergist reviews. Ability to break down and plan multi-step processes

Based on 10 Synergist reviews. Works across multiple software systems or databases

Based on 10 Synergist reviews. Engages in human-like conversation for task delegation

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives