We understand that projects are ever-changing, and sometimes the plan you start out with needs to evolve as you continue to make progress. Read on below to learn how to edit details of an existing project that was created in Monograph and how those changes may affect others areas of the platform.

To edit a project's Service Fee, click on the purple Edit icon at the top of the Project Budget page next to the fee total.

After clicking the Edit icon, a pop-up will appear for you to enter the revised Service Fee, as well as checkbox options to update phase budgets and hours on roles.

​Update Phase Budgets: Checking this option will update your existing phase budgets with your new Service Fee based on the current percentages that have been assigned to each phase.
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For example, if your starting Service Fee was $10,000 and you assigned 25% to Schematic Design, then your phase budget would be $2,500.
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If you were to then revise your Service Fee to $15,000 and select Update phase budgets, then the Schematic Design phase budget would update as $3,750 to reflect 25% of $15,000.

Update Hours on Roles: Checking this option will update the planned hours for each role assigned to your phases with your new Service Fee based on the current percentages that have been assigned to each role.
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For example, if your starting phase budget for Construction Documentation was $5,000 and you allocated 10% of the budget to your Designer working at $100/hr, then the Designer would be assigned 5 planned hours.
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Later on, let's say you made changes to your fees causing your Construction Documentation phase budget to increase to $8,000, and you also selected the Update hours on roles option. This would then update the previously assigned 10% of the budget to your Designer working at $100/hr to 8 planned hours. This reflects a change in the phase budget but maintains the original allocation of 10% to your designer.

If neither option is selected before clicking Save, then only the Service Fee will be updated. This means that your starting percentages assigned to each phase and role will be revised from what you originally allocated when you first created your project.

In this case, both phase budgets and role hours will need to be manually updated by you in order for the Service Fee to be 100% allocated across phases and roles.

🎓 You are unable to use the Update phase budgets or Update hours on roles options if a project includes any phase end dates in the past (prior to today) or if the project has any phase statuses set as Complete.

To change the details for a phase such as budget, date range, and linked phase, click on the Edit icon to the right of the phase.

We do not recommend editing a phase budget if the phase has already been invoiced. This will create an inconsistency with open and paid invoices that reference this amount to calculate the "Planned Budget" and "Percentage Complete" in your Invoice Builder.

Remember that the Save button must always be clicked after making any changes in order for the information to save.

To change the order in which the phases are shown in the project's Budget page (as well as the Gantt Chart, Invoices, Reports, etc) first ensure all phases are collapsed, then click on the dotted icon to the left of a phase and drag it to the correct position.

Reordering phases will not change any phase date ranges. If a date range needs to be edited, click on the Edit icon to the right of the phase and adjust as necessary.

🎓 When editing a project to extend a phase or move a phase into the future, any associated Tasks and Milestones will adjust based on the phase's new end date.

This will only affect Milestones and Tasks with future due dates. Once a Task or Milestone is in the past, it will not be adjusted with the phase's new end date and will need to be manually updated if necessary.

To remove a phase from a project, click on the X button on the right side of the phase. A warning alert will appear advising that deleting the phase will also remove any assigned team members from that phase.

If a phase has already been invoiced, it cannot be deleted. The applicable invoice(s) will need to be deleted first.

Similarly, if a phase has had expenses filed to it, it cannot be deleted. The applicable expense(s) will also need to be deleted first.

If you need to replace an existing team member with another person on a phase/role, then click on the three dots next to the team member who should be replaced and select Change Team Member. This action will assign the same role and rate to the new team member selected.

Please note that if a team member has already logged time towards the phase/role, then you will not be permitted to replace them with another person. Instead, we suggest you add the new person by using the + Assign Team Member drop-down.
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💡 Team members can also be assigned to phases at any time from the Staff Projects page. However, planned hours will still need to be added directly to the Project Budget page. Click here to learn more.

If a team member's role and billable rate need to be adjusted for a phase, click on the Edit icon next to the billable rate to manually adjust it for the phase.

Editing a Role and Rate for a user in the Project Budget page that has time logged to it but not associated with an invoice will receive an "Error message" asking to confirm the updates and the impact across the project.

🚨 Roles in an hourly phase with an associated invoice line item where Invoices are marked as Open cannot be edited.

To change the order in which team members and their roles are shown in the Project Budget page and on Invoices (for Hourly Fee Services only), click on the dotted icon to the left of a team member and drag it to the correct position.

To remove a team member from a phase, click on the three dots next to the team member who should be replaced and select Delete.

After selecting Delete, a pop-up will appear as a warning that deleting the team member will also delete any timesheet entries they've logged for the phase/role.

You will also be prompted to confirm the deletion of the role in that specific phase, or if the team member should also be removed from that role in all phases.

To edit a project's Consultant Fee, click on the purple Edit icon at the top of the Consultants Fees tab in the Project Budget page next to the fee total. Editing this total will also update the Total Project Budget accordingly.

To edit a specific Consultant's type or budget, click on the Edit icon next to the applicable Consultant. If they should be removed completed, click on the X icon to delete them instead.

If a Consultant has already been added to an invoice, that Consultant cannot be edited or deleted unless the invoice is deleted first.

To edit project details such as the project name and number, client contact information, project address, color, or to add internal project notes, click on the Details tab and edit the desired information within the cards.

Once in the Basic Info tab, you can edit the information by clicking the Edit button, editing your information, and then clicking Save.

Once you select Edit, the fields will be able to be overwritten, or clicked on to change:
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To update the project number, simply type the new value into the Number field.

To update the assigned color, click the Color dropdown and select from the options showing.
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