Using an existing project as the format for future work can help with managing time and efficiency within Monograph. With Project Templates you can now save any project already built as a template to quickly replicate when needed.

📚 Learn more by watching the video, continue reading this article, or clicking the button below to experience Project Templates on your own!

To begin, select Projects from the main menu, then click on the project you would like to use as a template. We call this project the "Host" and it will serve as the base for your template. Once you've selected your project, click on the "More actions" button on the top-right corner to reveal a drop-down menu and select "Save as Template"

*As of November 2021, contingency is no longer supported and must be removed in order to save a template from an existing project. For more information, please see the bottom of this article.

🚨 Only users who have a permission level which includes "Edit All Projects" will have the ability to create or edit a project template

Clicking "Save as Template", will open a pop-up on your screen which will ask you for the Template Name, Number, Color, and whether it is billable or non-billable. If needed, these details may be changed or updated at a later time. Once you have all fields filled and selections made, click "Create.

Once you've clicked "Create" you will see the Project Planner page appear for your template. This will appear as the same screen displayed when accessing an existing project.

All of the numeric data shown on this screen will be an exact copy from the "Host" project you started with. Any changes you make on this page will not impact the "Host" project - you are only making changes to your template.

From here, you may choose to make any edits that you wish. Any changes made will save and become apart of the template. Consider reviewing the following details when making changes to your template prior to saving:

  • Budget Calculator: Do you want to delete the numeric data for this template? Most projects will not have the exact same budget

  • Phases: Do you want to keep all phases the same? You can adjust the dates later when creating a project for this template

  • Fee Type: Fixed vs. Hourly

  • Budget/Percent (in each phase): Do you want to delete the numeric data for this template? Most projects will not have the exact same budget

  • Roles/Assignees: Should this template include the same roles and employees for future use? This can always be changed again later if needed

🎓 Pro Tip: As budgets will vary from project to project, we suggest zeroing out all budget information on your template prior to clicking "Done". This includes all values in the Budget Calculator, as well as Budget and Percent within each phase. This will avoid any issues in the future when adding in accurate budget information to any new projects made from your template.

Once you have adjusted the information on the Planner page, you may click "Next" on the upper-right corner to advance to the General Information page. Here you may save or edit additional details for your template. As soon as you have filled out all the information you would like to include in your template you may click "Done" on the upper-right corner to save and exit. For further insight check out our FAQ on Project Templates.

*As of November 2021, contingency is no longer supported. After many conversations with customers, we’ve learned that contingency doesn’t belong at the contract level. This means that any project that has a contingency will not be able to copy over into a template.

If you have an active project with an amount for contingency, the following steps will need to be taken before you can save the project as a Template.

  1. Go to the Project, click Edit.

  2. Open the Budget Calculator and unlock the Project Budget.

  3. Remove the contingency amount and lock the Project Budget before clicking "Update".

  4. Decide if you’d like to leave that amount unallocated or distribute it across your phases.

    1. The easiest option is to leave the contingency amount unallocated in your Remaining Budget. This way, it's here whenever you need to pull from in any phase as you progress, or it can remain unspent if you don't use it.

    2. If you're instead distributing it across your phases, you can allocate it all to one phase, or you can divide and allocate it across all phases. If doing this, you'll need to unlock the phase budget(s), update the phase budget(s), and then click on the lock buttons for each applicable phase when complete.

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