Every practice has a unique process and system. In part, this is what makes every design studio exciting and specific to the services you provide.

Project categories are used to group projects - by type, region, or office. These categories are available in reports for filtering.

By default, we pre-populate a few categories and phases for you but you can easily add, remove, and edit categories and phases as needed.

To create a custom category, navigate to Settings > App defaults > Project Management.. There, you will see the options to +Add New Category, which will be globally available to you across all of your Monograph projects.

Enter the new category name and then click the "Create" button.

To make changes to the categories, navigate to Settings > App Defaults, then navigate to the Project Management section.

To delete a category, click the "Edit" button on the line for that category.

Overwrite the category name in the pop-up window and then click "Update".

To delete a category, click the "x" to the far right of the line for that category.

A warning window will pop up to let you know that the action is not able to be reversed. From here, you can either cancel the action, or click the "Delete" button to continue.

By default, Monograph has pre-populated common phases in the organization settings. Phases may be added or deleted within the settings as well. At this time, we do not have a way to edit an existing phase, only to delete or create new.

These phases may be created in the organization settings to be used across all projects.

To create a global-level phase, navigate to your organization's settings, then App Defaults, and scroll down to Phase Types. From there, click the "+ New Phase" button:

You may archive the phase by clicking the "X" on the far right of the line for the phase.

A warning will pop up letting you know that archiving will permanently remove the phase, and it will be unavailable for future use. Click "Archive" to continue to remove it, or "Cancel" if you decide to keep the phase.

You may view the phases that you have archived by clicking on the Show archived phase types link. Please note, once archived, a phase may not be restored for use.

These are one-off phases that may be created within a project, but are not saved to the organization settings. These phases only exist within the project they were created for.

To create a project-specific phase, navigate to the project in question, then the Budget section. Click the "Select a phase" dropdown, and scroll to the bottom to select "+ Add new phase".

Enter the name and abbreviation, then click the "Save" button. You may also opt to save this phase as a global phase by selecting the button under the Fee Type: "Add this phase name and abbreviation to your account settings for future use on any project."

To delete the project specific phase, click the "X" on the bottom right of the phase box within the Project Budget page.

A pop-up will appear warning that deleting a phase cannot be reversed. To continue with deleting the phase, select the Delete Phase checkbox and then click Delete.
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