Monograph offers an optional paid service called Project Boost to help you set up active projects more quickly and begin seeing value sooner. By bringing key project details into your account, Project Boost provides a strong head start as you begin onboarding.
How does Project Boost work and what is included?
Project Boost helps jumpstart your Monograph setup by allowing our team to build out currently active projects. The goal is to reduce manual work and help you begin using Monograph with projects that are already in progress so you can start seeing value faster.
As part of onboarding, you will still learn how to build and manage projects yourself. This ensures you understand how to maintain existing projects and create new ones in the future.
We take care of the following:
Adding your active clients and consultants to your Contacts
Building up to 100 active projects including budget, phases dates, and assigned team members by phase (this excludes project or phase consultants)
Your information is entered into your account in a specific sequence. We begin with Contacts (clients and consultants) and then move to active projects.
For information excluded from Project Boost, such as completed projects or past timesheet files, you can opt into our Data Storage add-on. This allows you to upload unlimited files to your account for record keeping and reference and is separate from the Boost service.
The Data Storage add-on requires a recurring annual fee to maintain unlimited upload access. If the service is canceled, you will retain access to any previously uploaded files, but you will not be able to upload new ones.
If you’d like to learn more about the Data Storage add-on, please reach out to your sales representative for additional details.
When do I need to submit my data for Project Boost?
All project information must be submitted within 30 days of your subscription start date. If the data is not provided within 30 days of your subscription start date, the service will be forfeited and an additional $1,000 fee will be required to proceed.
What data do I need to provide and in what format?
All data 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.
This example spreadsheet is not required, however 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 the 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.
How do I purchase Project Boost and what is the cost?
As a new customer, you may discuss Project Boost option with your sales representative. They will share the requirements, process, and associated fees.
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.
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 is available to provide you with further information.
How long does Project Boost take to complete?
Once you submit your data, our team will review it to ensure it is clear and consistent before beginning the import process.
The time required to complete Project Boost depends on the quality and organization of the data provided. If the data requires clarification or additional formatting, this may impact the overall timeline.
An estimated completion timeline will be provided after your data has been reviewed by our Data Team. While timelines may vary, the process can take several weeks depending on the condition of the submitted data.
By opting into Project Boost, you agree to the workflow and process outlined in these guidelines. No changes or adjustments to the service described above will be accepted.