Project-Specific Overview Page

The Project-Specific Overview provides you with a quick glance at a number of different data points for the current project you're viewing.

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.

Only Admins or users with "View logged time on Money Gantt for all projects" or "View logged time on Money Gantt for assigned projects" will be able to view the Money Gantt's progress.

If you’ve invited collaborative consultants to the project or a specific phase, they will have access to the Gantt chart but won’t be able to view financial information or the progress bar. Collaborative milestones will be marked with a special icon to indicate that they are shared.

Clicking on any of the phases will bring up the Phase Overview for that specific phase.

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.

Please note: the Project Progress bars only show the budget and invoicing for the firm's services, and do not include services from consultant services/consultant planner.

View the key details of your project, including what is entered in the Project Details page, in one spot. This includes the duration of the project, 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.

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 project fees: total of service fees + consultant fees

Learn more about how to create a project here.

A view of any team members who have been assigned to the project within the Project Planner.

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

The consultant collaboration section shows a list of any consultants who have been invited to collaborate, as well as the status of their invitation. This is also where an invitation can be resent if needed.

Click on the email icon to send or resend the invitation.

Learn more about inviting consultants to collaborate.

The Project Sharable Link allows you to share your project Gantt Chart with teammates and clients outside of Monograph. This dynamic chart can be turned on and off by using the Sharing toggle - once it's disabled, it's no longer accessible via the link.

Please note that the Shareable Gantt Chart will not include any financial information - only the schedule and milestones for each phase.

Learn more about sharing the Project Sharable Link here.

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 (except for the Shareable Gantt Chart) 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.