Grow includes everything available in Track, plus additional tools to help you better plan projects, manage resources, collaborate with consultants, and gain deeper visibility into your firm's performance.
What's New in Grow?
Your upgrade unlocks additional tools designed to help your firm move beyond tracking time and invoicing, giving you greater visibility into project performance, team capacity, and overall business health.
While these features are available immediately, many of them rely on information that may not have been required when using Track.
Before getting started, we recommend reviewing the areas below to ensure your account is configured for success.
Confirm Team Information
Many Grow features rely on employee data to power reporting, forecasting, and staffing workflows. Before getting started, ensure your team information is accurate and up to date. Take a few moments to review the following:
Team Member Profiles
Roles and Permissions
Employment Status
Compensation Information
Keeping this information current improves reporting accuracy and ensures team members have the appropriate access to Grow features.
Establish Project Budgets
Project budgets play a much larger role in Grow than they do in Track. Many reports and planning tools use project and phase budgets to measure performance and identify projects that may be over or under budget.
Review your currently active projects for the following:
Project budgets are entered
Phase budgets are allocated appropriately
Team members are assigned to all phases
Well maintained budgets create more meaningful project insights and financial reporting.
Update Project Schedules
Staffing and forecasting tools rely on project schedules to understand future workload and team capacity.
Take a moment to confirm:
Project start and end dates
Phase schedules
Active project statuses
Accurate project timelines help ensure staffing plans align with the work your team is expected to deliver.
Verify Compensation Information
Grow provides additional visibility into labor costs, profitability, and overall firm performance. To take advantage of these insights, compensation information should be maintained for employees whose labor costs are included in reporting.
Keeping compensation data current helps ensure profitability metrics accurately reflect the health of your projects and business.
Plan Your Consultant Workflow
If your firm works with consultants, Grow provides tools to streamline collaboration and improve visibility into consultant related costs.
Before inviting consultants into Monograph, consider:
Which projects involve consultants
Which consultants should be invited into Monograph
How consultant invoices and expenses will be managed
Which team members will oversee consultant collaboration
Establishing these workflows early can help create a more consistent experience for both your internal team and external partners.
Explore Your New Features
Once your account is prepared, learn more about the features now available with Grow:
Staffing: Plan future work, manage team capacity, and forecast resource needs.
Advanced Analytics: Gain deeper insight into utilization, profitability, forecasting, revenue, and project performance.
Consultant Collaboration: Invite consultants into Monograph and streamline collaboration, billing, and project management.
You can also explore our Weekly Learning Series and Level Up Learning Series for live and on demand training on Staffing, Consultant Collaboration, Analytics, and more.
Added Pipeline? Start with Your Opportunities
If your firm has also added Pipeline, you'll gain access to tools that help track prospective projects, forecast future revenue, and better understand the health of your sales pipeline.
Before getting started, take time to establish a consistent process for managing opportunities in Monograph.
Who will be responsible for creating and managing opportunities
The stages your firm uses to track prospective work
How you define project value and estimated revenue
Which team members need visibility into your pipeline
How often opportunities will be reviewed and updated
Like many Grow features, Pipeline is most valuable when the information it contains is accurate and consistently maintained. Establishing clear ownership and processes early will help ensure your forecasts and reporting remain meaningful over time.
To learn more, visit the Pipeline collection in the Learning Center.