Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
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
Settings
The first place you'll want to visit after creating your account is the Settings menu, only visible to those with Admin access. Check out this detailed article for step by step direction on how best to setup and customize these defaults.
Invite Your Team & Other Admins
Next, start contributing by inviting the rest of the company. Go to the Team Directory 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
Select a default role and rate for each User (if preferred)
Add Compensation information for each team member
Click the "Add Member" 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 for more information.
💡The invite link in the email does not expire.
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 rolesWork 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, Staffing, 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:
Logging Time on Your Timesheet
Export Timesheets
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:
Integrate with Quickbooks Online
Export to Xero or Quickbooks Desktop
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:
Project and Company Forecasting
Adding 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
Demo Account
Your own Monograph account comes equipped with your own personal 'sandbox' environment. This Demo Account is pre-populated with sample projects, sample team members, sample rates and more. This environment provides an idea of what a fully ramped Monograph account looks like! You can test and explore this Demo Account and anything done within this space will not impact your actual organization account.
You can access your Demo Account by clicking on your organization's name on the top left corner of the screen, then select Demo Account. You can return to your actual organization account by following the same steps.
Please note that access to the Demo Account is limited based on individual permission level.
💬 Stay in Touch! Reach out via our in-app messenger 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 our Support Team.