Syntech Project Management for Creatio

A workspace to plan, execute and monitor projects of any scale in Creatio — from draft and contract negotiation to execution and closure — with WBS templates, quality gates, budget control and a project management AI agent.

Get it on Creatio Marketplace · Book a demo

What is Syntech Project Management?

Syntech Project Management is the core project app for Creatio. It gives organizations a standard way to run projects: every project starts from a proven template, follows the same quality gates, and reports budget and progress in the same format.

Without standards, each project manager invents their own structure, estimates vary wildly and important steps are forgotten until go-live. Templates, checklists and centralized budgets make delivery predictable and comparable across projects.

Key features

Centralized project workspace

Type, priority, manager, budget and participants for every project in one place.

WBS templates for any project type

Define phases, tasks, milestones, effort estimates and team roles once, then generate a fully structured project in one click with consistent naming and accurate budgets.

Standardized quality gates

Attach mandatory and optional checklist items to template tasks, categorized by type, assigned by role and with client actions flagged, so nothing is missed from kickoff to go-live.

Budget and cost control

Estimate project costs, track actual expenses and analyze variances.

Portfolio visibility

Monitor strategic initiatives, delivery status, risks and investment allocation, with a portfolio–program–project hierarchy and drill-down navigation.

Project management AI agent

Create projects from templates, track progress, detect risks, analyze workload and generate stakeholder reports through natural language, with six built-in skills.

Use cases

How to set it up

1. Install the app from Creatio Marketplace.
2. Create WBS templates for your main project types.
3. Add quality gate checklists to template tasks.
4. Generate the first project from a template and track budget and progress.

Frequently asked questions

How is it different from Project Management Studio? Project Management is the core app. Project Management Studio is the Enterprise edition with visual add-ons such as Gantt, Kanban and hierarchy views.

Can templates include effort estimates and roles? Yes. WBS templates include phases, tasks, milestones, effort estimates and team roles.

Can checklists require client actions? Yes. Checklist items can be flagged as client actions and assigned by role.

Which Creatio versions does Syntech Project Management support? Creatio 8.3.0 and up.

Is it available for cloud and on-site Creatio? Yes. It supports both cloud and on-site deployments.

How much does Syntech Project Management cost? $1,200 per year, billed annually. See current pricing on Creatio Marketplace.

Is there a free trial? Yes, a trial is available through Creatio Marketplace.

Who provides support? SYNTECH, the developer of the app and an official Creatio partner. Contact support@syntech.digital.

Related

• Solution: Project management for Creatio
• Enterprise edition: Syntech Project Management Studio
• Works well with: Syntech Gantt View · Syntech Kanban View

Want to see it on your data? Book a 30-minute demo or open it on Creatio Marketplace.