Planning Your Project, Phases + Budget

Everything you need to know about the most important step in Monograph - planning!

George avatar Ailyn Mendoza avatar Giovanni Gomez avatar +2
21 articles in this collection
Written by George, Ailyn Mendoza, Giovanni Gomez and 2 others
Managing a Project

How to Create a Project

Add a project with a budget, phases, consultants, billing rates and roles
Ailyn Mendoza avatar
Written by Ailyn Mendoza
Updated over a week ago

Understanding how to link a phase in the Project Planner

Project phases can be linked in Monograph in order to automatically sync timelines.
Giovanni Gomez avatar
Written by Giovanni Gomez
Updated over a week ago

Understanding "Locks" in the Project Planner

How to use "Locks" when creating your project and how they affect your budget in the Project Planner
Kelsea McCauley avatar
Written by Kelsea McCauley
Updated over a week ago

Where do I add consultant fees to my project?

How to use the Consultants Planner
Ailyn Mendoza avatar
Written by Ailyn Mendoza
Updated over a week ago

Adding Milestones

Milestones allow you to track progress on deliverables during your project.
Giovanni Gomez avatar
Written by Giovanni Gomez
Updated over a week ago

Adding Tasks

How to add tasks in Monograph
Giovanni Gomez avatar
Written by Giovanni Gomez
Updated over a week ago

How to Add Additional Services to Your Project

A guide on 3 different methods for adding fixed or hourly additional service fees to your existing projects.
Ailyn Mendoza avatar
Written by Ailyn Mendoza
Updated this week

How to Use the Project Financials Report

Gain insight on a project's financial status, phase by phase.
Kelsea McCauley avatar
Written by Kelsea McCauley
Updated this week

Understanding Phase Fee Types in the Project Planner: Fixed and Hourly

Know when you should select a Fixed or Hourly fee type at the phase level and how it impacts your project, invoices and reporting
Giovanni Gomez avatar
Written by Giovanni Gomez
Updated over a week ago

Square Footage and Construction Costs

Track size and construction costs for your firm's projects
Kelsea McCauley avatar
Written by Kelsea McCauley
Updated over a week ago

How to archive/delete a project?

Learn how to archive or delete a Project in Monograph. Find step-by-step instructions on how to delete or archive a Project in Monograph.
Giovanni Gomez avatar
Written by Giovanni Gomez
Updated over a week ago