Features Below Available To: ✅ Grow Plan ❌ Track Plan ❌ Free Plan
Auto-generating your project reduces the amount of time it takes to enter project information. Monograph will use AI to automatically convert any PDF file containing information phases, budgets, and roles into a project by scanning your document and extracting necessary information.
When creating a new project, select the Auto-generate from contract option to upload the PDF file. Click Create once finished.
When your PDF is uploaded to Monograph, the file will be scanned for the following details:
Total service fees
Phases
Phase budgets and fee types
Phase timelines (if available) in days
Roles and rates
Monograph will then try to match the extracted phase names and roles with those saved in your app defaults.
If a matching phase isn’t found in your app defaults, a new custom phase will be created for that specific project.
If a matching role isn’t found, it won’t be added. If the listed billable rate isn’t available for the roles that are found, it will use the closest available rate.
If the scan is successful, a confirmation message will appear where you can click Review project details to proceed. If the scan is unsuccessful, an error message will appear instead and you will be prompted to build the project from scratch.
When reviewing the project, it's important to double-check all of the information that has been added. While we try our best to exactly match the details shown, AI is not always 100% accurate and there are limitations that exist within the extraction process.
After you've reviewed and added/adjusted any necessary information, click Save. From here, you will be able to quickly apply recommended team member assignments to all of the open roles to complete the project setup.
Best Practices
To ensure that a contact is uploaded successfully, you'll want to consider the following:
All phases should be clearly listed with names that approximately match with those included in your App Defaults.
Each phase should have its fees clearly listed, if fixed or capped.
Roles and rate tables should be listed and and approximately match those available in Monograph (Staff > Roles & Rates).
Minimize potentially confusing information on the file uploaded for extraction.
For example, any information that isn't part of your firm's project budget but may appear as if it is, such as extraneous phases that are not part of this project or roles and rates for outside consultants.
Limitations
AI technology isn’t perfect, and there are some limitations to the way information is extracted. The review step is necessary to make sure we are
Roles and rates will not be customized per phase: every phase will have every role and rate found assigned.
Timelines assume each phase is sequential and linked: phases are not able to be overlapped in any way.
Timelines are also not based on any dates provided in the document but rather the duration of days after the start.
Fixed fee phases with no fee explicitly listed will be assigned one: fixed fee phase types need a budget in order to be created.
Currently, the following information is not extracted from contracts:
Consultants and consultant fees
Granular per phase details such as specific roles and rates per phase or amount of hours per role and rate.
Timelines with overlapping phase dates. Each phase is assumed to be sequential.
Timelines with specific dates. We base timelines on durations in days from the project start date
Frequently Asked Questions
How is Monograph able to convert my contract document into a project budget?
When you upload the file on project creation, Monograph will use an AI technology provider’s “large language model” to extract key details needed to create the project.
Does my uploaded file have to be a contract?
No! Any file with the necessary details listed below can be used to generate the project. Any file uploaded at this step will be saved and accessible on the project details page.
Total service fees
Phases
Phase budgets and fee types
Phase timelines (if available) in days
Roles and rates
What if I don't want to assign a client yet?
Workaround is to add your firm as a client in the client directory and assign the project to your firm as the client.
What do I do if there is an error or there is a detail that is not able to be extracted I need to change?
If there is an error or detail that needs to be changed, you can make any necessary changes in the review step after completing the scan. You are also always able to make edits to the budget and details after the project has been created.
Monograph will never take action on your projects without asking for your review and approval.
Can I perform this extraction after my project is created for subsequent phases?
The automated project creation is only available when creating the project initially. It cannot be used after a project is created.