Monograph's Weekly Insights email provides a summary of recommendations on how you can improve your projects and make informed staffing decisions based on data from within Monograph.

Insights emails are automatically enabled for all Admin users and will include all notifications and recommendations. Depending on a team member's permissions, they may also receive Insights emails, but the notifications and recommendations included in the email will vary.

Up to four different types of notifications and recommendations can appear within the weekly Insights email depending on a team member's permissions.

This notification will identify phases that have already gone over budget and will make recommendations for how to make up the hours in a future phase.

This notification is sent for phases that reach 50% or 75% of their timeline, so you can receive each notification for a phase up to two times during the duration of the phase. This only applies to Fixed Fee phases or any Hourly phases that include a Max Cap.

Additionally, this notification will include up to 10 team members over budget and will show the count of additional team members below.

Team members with any of the following permissions will receive this notification:

This notification will identify phases that are on pace to go over budget (based on staffed hours) and will make recommendations for how to get back on track by reducing staffed hours.

Notifications are sent for phases that reach 50% or 75% of their timeline, so you can receive each notification for a phase up to two times during the duration of the phase. This only applies to Fixed Fee phases or any Hourly phases that include a Max Cap.

Additionally, this notification will include up to 10 team members over budget and will show the count of additional team members below.

Team members with any of the following permissions will receive this notification:

This notification will identify if you have any team members who are too far over capacity and will make recommendations to either move their hours to someone else or spread out your work.

Notifications are sent for any team members who are above 10% over their capacity (based on their compensation hours) over the next four weeks of staffed hours.

Additionally, this notification will include up to 3 team members over capacity and will show the count of additional team members below.

Team members with any of the following permissions will receive this notification:

This notification will identify if you are significantly (>20%) over or under capacity for the next quarter and will make recommendations to either extend project deadlines or find more work in your most profitable category.

Notifications are sent if all staffed hours over the next 13 weeks are 20% over or under capacity (based on compensation hours for all employees).

Team members with any of the following permissions will receive this notification:

To opt-out of Insights emails, open your Employee Profile from the Team Directory and navigate to Email Notifications. Here, click on the checkbox for "Insights emails (phase and team capacity insights) to remove the selection.

If you would like to opt back in to Insights, click on the checkbox again to add the selection.

What are the notification options in Monograph?

Your notification options depend on your Monograph permissions. All existing preferences have been preserved. For those with access to Weekly Insights emails, they have been split into two separate emails. This change allows more granular control over notifications for specific projects. Each email inherits the settings of the original "Weekly Insights email" but can now be managed individually.

When is the Insights email sent?

Insights emails are sent to your inbox every Monday.

Will I receive Insights notifications within Monograph?

At this time, Insights notifications are only sent via email and are not available in-app.

My Insights don't make sense. What might be wrong?

Monograph generates insights based on the data entered in your account. If the insights appear incorrect or include unusual numbers, consider reviewing the following:

What other email notifications does Monograph send?

Click here to learn more. Depending on a team member's permissions, up to four email notifications can be enabled in the Employee Profile. These include:

Monograph can send up to four email notifications depending on a team member’s permissions. These include: