Features Below Available To: ✅ Grow Plan ❌ Track Plan ❌ Free Plan
The Revenue Schedule provides firms a way to manage and distribute planned revenue for Fixed-Fee and Hourly Max-Cap phases. This feature allows users to set a customized schedule that better reflects non-linear invoicing practices.
💡 By aligning planned revenue with actual expectations, firms can generate more reliable profit forecasts and revenue reports.
How the Revenue Schedule Works
To access the Revenue Schedule, navigate to the Project Details Page, locate the Revenue Schedule section, and click on Edit revenue schedule.
The Revenue Schedule is designed to support month-by-month distribution of a phase's budget. For all phases with budgets, users can specify the percentage of the budget they expect to invoice each month. When viewing the Revenue Schedule, the following information will appear:
Phase Timeframes: Only months within the phase duration will show a percentage (%).
Invoice Impact: If an invoice is opened outside the phase timeframe, that month will appear as a read-only entry to ensure calculations remain accurate.
Read-Only Data: Months with open invoices or past months with no invoices are read-only to preserve historical data.
The Status Dial: A visual dial near the phase name shows the sum of the allocated percentages. If the scheduled amount exceeds or falls short of the phase budget, the indicator will turn red to alert the user. 🚨
Automatic vs. Custom Scheduling
By default, Monograph uses a "straight-line minus invoices opened" logic. This means the budget is automatically spread evenly across months as invoices are opened or as the phase timeline shifts. All existing and new phases will assume the straight-line default until a user manually creates a custom schedule.
If the Revenue Schedule has not been customized, this will be indicated in the Project Details page:
If a customized schedule is required:
Users with Edit Assigned Projects or Edit All Projects permissions can access the Revenue Schedule interface and edit it as needed.
If the Revenue Schedule has been customized, this will be indicated in the Project Details page:
Adjusting Phase Lengths
When the length of a phase with a custom schedule is modified, and the project status is Active, Monograph will prompt users to update the schedule accordingly:
Shortening a phase: Months are removed from the end of the phase, and a prompt is triggered to fix the distribution.
Lengthening a phase: Extra months are added with a 0% default, and a prompt is triggered to redistribute the budget.
Moving a phase: If a phase is shifted forward or backward in time, the custom schedule moves with it to maintain the established distribution.
🚨 Important to note: If the length of a phase is modified and the user has NOT customized the revenue schedule, Monograph will automatically adjust the revenue schedule by evenly spreading it across the new phase's timeline.
Revenue Alerts
To ensure forecasts stay accurate, Monograph monitors for discrepancies between scheduled revenue and actual invoicing. Hovering over each percentage gauge displays a summary of Invoiced + Scheduled/Budget.
Colors
The table below outlines what each color represents on each phase percentage gauge.
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 | Both invoiced and scheduled amounts will appear in red if their combined total does not equal 100%.
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If a service amount on an invoice is more than 10% higher or lower than the scheduled amount for that month, a warning banner will appear on the Project Overview. The Update Now link in this banner allows users to navigate directly to the Revenue Schedule to make necessary adjustments.
💡 Tip: To maintain the most accurate forecasts, it is recommended to review the Revenue Schedule whenever a project's scope or timeline undergoes significant changes.
Impacted Reports
The Revenue Schedule directly influences how data is visualized across the platform. The following charts will prioritize the Revenue Schedule data over the standard Planner data:
Profit Forecast: Provides a more realistic view of profitability based on revenue expectations.
Lead Revenue Report: Incorporates scheduled revenue for better long-term financial planning.
Revenue Forecast Report: Utilizes the revenue schedule to reflect month-over-month earnings accurately.
FAQs
Can I schedule my revenue by dollars rather than percentages?
Currently, the revenue can only be scheduled by percentages.
What permissions are needed to access and edit the Revenue Schedule?
Users with Edit Assigned Projects or Edit All Projects permissions can access and edit the Revenue Schedule.