🎉 Admins, Welcome to Monograph!

The time you spend setting up Monograph is a great first step towards investing in your team and business. Use this guide as a checklist, and lean on our support team for questions you might have throughout.

As an Admin, you'll be able to:

  • Perform role-based staff management — Assign Roles to projects in order to keep track of staff with multiple roles on a project

  • Keep track of billable and non-billable hours with your staff

  • Use Timesheets to create Invoices

  • Use the MoneyGantt — Visualize phases on a Gantt chart with Milestones and Budget remaining vs Budget Spent

  • Create reports that forecast on organizational revenue

Global Settings

The first place you'll want to visit after creating your account is the Settings menu, only visible to those with Admin access. Do the following things here:


✅ Setup your Company Information (logo, address, and timezone)

✅ Select your preferred currency

✅ Set your Overhead Multiplier

✅ Create custom Categories and Phases for your Projects and review default entries

✅ Assign Permission levels, which determine what information each user can access

✅ Set your company's default billable rates for each role

✅ Review and edit which activities will appear on timesheets

✅ Enable your team to use the Timer to record hours (if preferred)

✅ If Applicable, Connect your integration to Quickbooks Online


Invite Your Team & Other Admins

Next, start contributing by inviting the rest of the company. Go to the Team menu and from there you'll begin adding in members. For each new User added, you'll want to do the following:

✅ Add Contact information, including Email, Name, Title, and Phone Number

✅ Upload a Headshot Photo or Avatar for each team member

✅ Assign each User's Permission level access

✅ Add Compensation information for each team member

✅ Click the "Invite" button on the Team Directory to send an invitation link via email


💡 If anyone on your team experiences issues receiving their invitation email, please refer to this article.


Projects

Creating new projects in Monograph with the Project Planner is one of the most important steps to take. As an Admin, there are two ways you can do this.

  • Enter all the projects yourself - setting the budget, allocating hours,
    phases, and roles

  • Work with your Project Managers to enter all the project information (recommended)

We recommend working with your Project Managers for the best outcome. Typically they know more about the project specifics (deadlines, contacts, phases, etc) and this process empowers them to learn the platform and maintain the project information up-to-date.

Building your projects correctly by using the Project Planner is a fundamental piece in starting out, by following the right steps and suggested best practices you will ensure that each project is set up correctly and allow information to start flowing outwards to additional features in the app, including Timesheets, Resource, and Reports.

Also, be sure to review the following:

Time, Expenses & Overhead

As an Admin, you'll be responsible for making sure that your team enters their time on their timesheet and it's logged against a project's budget. To become familiar with this, see the following overviews:


Setup for Invoicing

As your projects progress you'll have intervals at which you'll invoice your client, here is information on how to do this:

Reports

Essential to your practice operations is gathering insights for forecasting and helping your team succeed. Be sure to check out our Reports Support Center Collection, we've highlighted a few articles below to help you get started:


Adding in Past Data

For a best practice on how you may transfer existing projects and recreate completed ones in Monograph, check out this detailed guide: How to enter past project information into Monograph


💬 Stay in Touch! Chat with us via our in-app chat box by clicking on the "purple speech bubble" found on the bottom-right corner of the screen when logged into Monograph! You can also connect with us by emailing support@monograph.com


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