Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
Role assignment recommendations help you assign team members more intelligently and effectively when creating a new project from a project template.
💡 The role recommendations feature is only available for users on the Grow plan.
When Recommendations Are Made
To use role recommendations, select the Use a Template option when creating a new project to use a project template. Select the name of the template to use and click Create.
A banner will appear at the top of the page with recommended team members suggested for different roles. If a role's recommendation needs to be adjusted, use the drop-down to select the appropriate team member. The hours listed next to their name indicate the number of available working hours less staffed time over the length of this new project.
Once the recommendations are ready, click Apply and the selected team members will be added to each phase in the project using the applicable role and billable rate.
To ignore the recommendations, click Dismiss and the banner will be removed. Once the project's recommendations have been dismissed, they cannot be regenerated without deleting and re-creating the project.
🚨 Applying recommendations after team members have been assigned to phases will replace the current team member assignments with the recommendations. When this occurs, a warning will appear to confirm if you would like to continue.
How Recommendations Are Generated
When creating a project using a template, Monograph will suggest team members to be added to the open roles and rates that exist within the template based on suitability and availability.
The following data is considered when making role recommendations:
Project categories - Monograph will look at other projects of the same category(s) to find team members who have logged time to the same roles and billable rates.
If a project has multiple categories, the project category that has the time logged to the highest number of those project categories will be prioritized.
Prior work in that role - Monograph will consider whether or not a team member has time logged to that role on other projects of the same category(s), in addition to their default role and rate on their profile.
If a project has multiple categories, the project category that has the that has time logged to the highest number of those project categories will be prioritized when considering experience.
Frequently Asked Questions
How do I adjust the role/billable rate or project max hours included in the project's team recommendation?
At this time, only the Team Members can be adjusted before applying recommendations to a project. If changes need to be made to roles/billable rates or hours in any phases, you can do so after applying the team recommendations.
Alternatively, you can ignore the recommendations by clicking Dismiss at the bottom of the banner.
Why don't I see role recommendations when creating a project?
Role recommendations will only appear when creating a project from a project template. This feature is only available for users on the Grow plan.
Can I get role assignment recommendations on other projects?
This feature is only currently available for projects created through a template. In the future, more options will be added to take advantage of this quick and intelligent team assignment process.
Can I regenerate the recommendations after dismissing?
For now, you will not be able to use the recommendations tool on that project after you click dismiss. If you are not sure if you want to use this tool yet on your project, you can leave these recommendations open and unapplied and it will be available for use after the initial project creation. It will only be dismissed automatically once any team member has logged time to the project.