The Project-Specific Overview provides you with a quick glance at a number of different data points for the current project you're viewing. Select each item on the Overview page to expand its section and learn more.

In the top-right corner, you’ll find additional project options:

​Status Button: This shows the current status of the project. Click on it to change the status.

More Button: This dropdown provides several key actions:

Create Invoice button – Start a new invoice directly from the project’s Overview page. Click here to learn how to create an invoice.

The Gantt Chart is a dynamic view of the project's schedule. Here, you can see a visual of each phase compared to today's date, which is represented by the vertical line.

The larger horizontal bar shows the timeframe for each phase, so that you can compare your progress with each phase's deadlines. The smaller horizontal bar is the Money Gantt, which will fill in as time is logged for each phase. Hover over each milestone to see the details.

To change the duration of a phase, simply hover your cursor over the purple phase bar in the Gantt chart. If the phase is linked to others, a small link icon will appear, indicating that any adjustments will also impact those linked phases. You can modify phase durations even if time has already been logged against them.

To extend a phase: Click and drag either end of the purple bar outward to increase the duration.

To shorten a phase: Click and drag either end inward to reduce the duration.

For longer timelines, switch the Gantt chart view from Weeks to Months. This setting enables moving the phase timeline in monthly increments, allowing scheduling on a larger scale.

To note: The phase bar cannot be dragged to a different timeframe—only the start and end dates can be modified.

When a phase is linked to other phases, any changes to its duration will automatically adjust the dates of the linked phases. Milestone dates will also shift in line with the updated timeline.

Clicking the link icon will unlink the connected phases. Select Save to confirm the change.

Access to the Money Gantt's progress is limited to Admins and users with the permissions "View logged time on Money Gantt for all projects" or "View logged time on Money Gantt for assigned projects."

Collaborative consultants invited to a project or specific phase can view the Gantt chart but will not be able to edit phase durations, view financial information, or see the progress bar. Collaborative milestones will display a special icon to indicate that they are shared.

Clicking on a phase from the Gantt Chart will open the Phase Overview for that specific phase. This contains all of the same information as the Project Overview, but it is an overview of that particular phase.

If you need to change the status of a phase, click on the status button in the upper right corner. This will default to Active.

Only Admins or users with "Edit all projects" or "Edit assigned projects" will be able to change a project or phase's Status.

🎓 Looking for information on the Projects Overview page? Click here to learn more.

The Weekly Pulse summary provides a high-level overview of what has taken place in a project over the past week. This is generated once per week and focuses on meaningful project activity such as upcoming deadlines, new invoices, timeline changes, notes, comments, and more.

All users can view the Weekly Pulse summary, but only users with "Edit all projects" or "Edit assigned projects" permissions enabled may see financial information in the summary. Any other users will receive a version that does not contain financial information.

Admin users can add the Weekly Pulse summary as a Project Note by clicking Add as note. This will allow you to edit the note and select the audience (internal team and consultants, or internal team only) as needed before saving it to the project.

If the information in the Weekly Pulse is helpful, use the thumbs-up button to let us know. If it's not helpful, use the thumbs-down button. You'll be prompted for feedback whenever a new summary is generated.

View the key details of your project, including what is entered in the Project Details page, in one spot. This includes any categories that you've applied, the total fee and project budget, and any project-specific notes that have been added to the general project information.

Only Admins or users with "Edit all projects" or "Edit assigned projects" will be able to view the financial information that is included within the Project Details.

Keep your firm’s meeting notes safe, organized, and easy to access. Create project notes on desktop or mobile by typing, speaking into your microphone, or snapping a photo. Notes can be transcribed and summarized to capture the key points. You can also share them and tag your consultants—and they can do the same!

Click here to learn more about how to create and share project notes.

The Project Staffing section provides a high-level overview of the percentage of staffing allocated to each project phase. This calculation includes logged time through last week, as well as staffed time for the current and future weeks. Hover over any gauge to see the total dollar amounts for planned, logged, staffed, and understaffed time.

Hovering over the circle with the % will show you the basic breakdown of hours between Planned/Logged/Staffed:

Click on a phase name to open the Staffing - Projects page with that phase’s details expanded.

The Project Progress provides a visual of the project's fees that have been logged to each phase in relation to each phase's budget. Refer to the bottom to see the total dollar amount of paid invoices (including partially paid invoices) for the project.

Only Admins or users with "Edit all projects" or "Edit assigned projects" will be able to view Project Progress.

You can also choose a specific phase from the drop-down menu to see what hours and fees and been logged by role for that phase in comparison to the budget that has been allocated to each role. Refer to the bottom to see the total dollar amount of paid invoices (including partially paid invoices) for the specific phase.

To note: The Project Progress bars only show the budget and invoicing for the firm's services and do not include services from consultants or consultants' planners.

Use deliverables to organize your team’s work within a project. If no deliverables have been added yet, the section will appear empty—click Add Deliverables to begin creating them.

All users can view deliverables on projects they’re assigned to, regardless of their permission level. However, only those with the “Edit Assigned Projects” or “Edit All Projects” permission can create, modify, or delete deliverables.

The number shown in the gray box indicates how many active deliverables currently exist for the project.

Displays the basic information of the project budget. If construction details are available, they will also appear in this section.

Service fees: The total service fee entered for the project (does not consider phase budgets). For example: if the project's service fee is $0.00, but you have entered $5,000 of phase budgets, the $5,000 from the phase budgets won't appear here.

Total budget: Total of service fees + consultant fees

Learn more about how to create a project here.

Displays the total retainer amount collected for this project, including what’s been received, applied, or remains available. To collect a retainer, create your first invoice.

✏️ Click here to learn more about how retainers work in Monograph.

Use the Add Consultants button to include external collaborators in your project. Once added, this section will list all consultants currently associated with the project. The number displayed in the gray box shows how many consultants have been added. If there's an orange exclamation mark on the Consultant tab, it means some consultants haven’t been invited yet.

Hover over the email icon next to a consultant’s name to check their collaboration status—whether they haven’t been invited, the invitation is still pending, or it needs to be resent. You can also request a bill or add a bill reminder for each consultant directly from this section.

🎓 Learn more about inviting consultants to collaborate on your project here.

A view of any team members assigned to the project within the Project Budget. The gray box indicates the total number of team members added.

Click on a team member's name to open their Employee Profile.