Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
The Projects Overview page provides a visual of your firm's projects, and allows you to filter and sort as needed to display the projects that are most important to you.
Depending on a user's permission levels, they will have the ability to create a project by clicking on New Project in the upper right corner.
There are additional tabs related to Projects in the sub-menu. Please refer to the following links to learn more about each page.
Milestones - will open the Milestones Overview page
Tasks - will open the Tasks Overview page
Templates - a list of all saved Project Templates
Archive - a list of all Archived projects
Projects Overview
Projects Gantt Chart
The Gantt Chart is a dynamic view of all of your project's schedules. This provides a visual of each project's phases compared to today's date, which is represented by the vertical line.
The larger horizontal bar shows the flattened timeframe for each phase, so that you can compare your progress with each phase's deadlines. Hover over each milestone to see the details.
The smaller horizontal bar is the Money Gantt, which will fill in as time is logged for each phase. Hover over the "$" icon to see a breakdown of the following information for each phase:
Fee Planned - The phase’s total budget from the Project Budget page
Time Logged - The total dollar value based on hours logged to the phase through timesheets
Invoiced - The total dollar amount invoiced to the client for the phase to date
Paid - The total dollar amount received in payments for the phase to date
💡 Clicking on any of the specific projects will open the Project-Specific Overview page for that project.
Filters and Sorting
Various filters and sorting preferences can be applied to narrow down the projects displayed on the Projects Page. The changes made to one team member's view will not affect other team members' views.
Filters
Use the filters at the top of the page to narrow the results by the options listed below. To apply a filter, click Filters and select the filter type(s) you want to use. Once selected, choose the specific options to include in each filter.
Status - filters to show projects by current project status.
Choose from Active, Proposed, Paused, Completed, and Canceled.
Clients - filters to show projects associated with specific clients.
Assignment - filters to show projects that are assigned to you or not assigned to you, depending on the option selected.
If a user's permissions do not include "Can view all projects", they will not see this filter, as they will only be able to view projects assigned to them.
Categories - filters to show projects that are associated with the selected categories.
Can choose from any of the categories that have been added in Settings.
Active Phases - filters to show projects that are currently active in the selected phase type as of today's date.
If no filters are applied, all projects will appear, by default, based on a user's "Can view" permissions. If any filters are applied, the view will differ depending on the selection.
To share the page with selected filters applied, click Filters and then Copy Filtered View. This generates a link that allows another Monograph user to open the page with the same filters already in place - no additional setup required.
To note: the link will only work for users with the appropriate permissions to view the page in the same state as the sender. If a user does not have access to all included data, the page will not open.
Sorting
Whichever sorting preference is selected will be saved, so projects automatically appear in the same order going forward.
Alphabetical (A-Z) - sorts in ascending order based on the project's name
Alphabetical (Z-A) - sorts in descending order based on the project's name
Project Number (Ascending) - sorts in ascending order based on the project's project number
Project Number (Descending) - sorts in descending order based on the project's project number
Oldest to Newest - sorts from oldest to newest based on when the project's creation date
Newest to Oldest - sorts from newest to oldest based on when the project's creation date