Monograph offers an optional Project Boost paid service to help you set up active projects quickly and start seeing value sooner. By bringing key project details into your account, Project Boost gives you a strong head start as you begin onboarding.
Do I qualify for Project Boost?
To opt into this paid service, the following requirements must be met:
Paid Monograph subscription
Grow plan membership
Annual subscription term
Active seats for all users
Customers on a Track plan or a monthly subscription are not eligible.
How do I request Project Boost?
As a new customer, you may discuss this paid service with your sales representative. They will share the requirements, process, and associated fees.
When do I need to submit my past information for the Project Boost to begin?
All project information must be submitted within 30 days of your subscription start date.
If the data is not provided by this deadline, the Boost service will be delayed and additional late fees will apply.
What is included in the Project Boost service?
We take care of the following:
We add your active clients and consultants to your Contacts
We build up to 100 active projects, including phases and assigned team members
Your information is entered into your account in phases, with each phase completed before moving to the next. We start with Clients, then Consultants added to your Contacts, then move to active projects.
What specific information do I need to provide and in what format?
All files must be submitted in a spreadsheet format such as Google Sheets, Excel (XLSX), or CSV. You may refer to this example spreadsheet to see how your data should be organized for a seamless experience.
If you would like a copy to use as a template, a member of the Monograph team can provide it.
The information below outlines the required fields for each phase of Project Boost.
Clients
Company Name: The name of your client's company or organization.
Client First Name: The first name for your client point of contact.
Client Last Name: The last name or surname for your client point of contact.
Display Name: How the Company Name will be displayed within your project's general information. This will not impact invoices issued to your client.
Email: The primary email address for your client point of contact.
Phone: The primary phone number for your client point of contact.
Consultants
Company Name: The name of your consultant's company or organization.
Consultant Services: The service type, such as Civil Engineer or Surveyor - you can also assign multiple service types to the same company if needed. For example, your consultant is both a Lighting Designer and Interior Designer.
Website: The website for your consultant's company or organization.
Address: The address/location for your consultant's company or organization.
Consultant First Name: The first name for your consultant point of contact.
Consultant Last Name: The last name or surname for your consultant point of contact.
Primary Service: The consultant point of contact service type, such as Civil Engineer or Surveyor - you can also assign multiple service types to the same contact if needed. For example, your consultant is both a Lighting Designer and Interior Designer.
Email: The primary email address for your client point of contact.
Phone: The primary phone number for your client point of contact.
Active Projects
Project Name: The name of your project.
Project Number: The numeric or alphanumeric code for your project.
Phases: The phases included for each project. If your current data does not include phases, you will need to identify them before importing. Monograph requires that all projects have phases in order to be created.
Phase Start and End Dates: The start and end dates for each phase. If your current data does not include phase dates, you will need to determine them before importing. Monograph requires phase dates to create a project.
Phase Fee Type: Indicates whether the phase is Hourly or Fixed.
Phase Budget or Phase Max Cap Spend: The planned amount allocated for each phase based on expected hours worked.
Team Members (Person): The team members assigned to each phase of every project.
Roles and Rates: The role and rate assigned to each team member for each phase, including team members with multiple roles and rates within the same phase.
Client (Company Name): The client associated with each project. The client must first appear in your Monograph Client Directory.
Project Category: The category assigned to your project, such as Residential, Commercial, or Mixed Use.
What is the cost?
Fees are quoted based on varying factors, such as the quality, complexity, and the amount of data you would like transferred into Monograph. Your sales representative will is available to provide you with further information.
How long does this service take to complete?
Once you have provided your information, our team will analyze for consistency. Based on the clarity and organization of your data, our team will be able to complete the import in a timely manner.
Any lack of clarity in the data you provide will impact completion progress. Please note that an estimated timeline is only provided once your data has been submitted for review by our Data Team. Average time to complete will vary, but may take up to several weeks depending on the quality of the data provided.
Please note that by opting into a Project Boost service, you agree to the exact workflow terms and process outlined above.