Planning Your Project, Phases + Budget
Everything you need to know about the most important step in Monograph - planning!
29 articles
Projects Guide | Monograph OnboardingComplete these required action items to advance to the next stage of your Monograph onboarding
Projects Build Out Cheat Sheet 🔎Follow these quick and easy tips to ensure your projects are fully built out with all necessary detail in Monograph
How to Share Your Project's Gantt ChartWhen you need to provide transparency to other stakeholders
Smart InboxQuickly convert emails into actionable items in Monograph
Projects Overview PageHow to view all of your firm's projects
Project-Specific Overview PageYour project's key data points, all in one spot.
Creating a ProjectHow to create a new project, add budgets, and assign team members.
Adding Consultant FeesHow to add consultant budgets when building a project
Adding Project DetailsHow to add general information to a project
Auto-generate Project Budgets from Past DataUse Monograph to intelligently calculate draft project budgets from past project data
Auto-generate Project Budgets from Contract DocumentsUse AI to extract key budget information from client-facing documents.
Auto-Generate Milestones & DeliverablesUpload a spreadsheet or text file to create a batch of milestones & deliverables for a specific project
Recommended Role AssignmentsHow Monograph identifies and recommends team members on projects
Milestones and Deliverables Overview PagesSee all of your Deliverables and Milestones in one view.
Project NotesCapture updates, ideas, and to-dos inside your projects in Monograph.
File HubA centralized location for uploaded project documents in Monograph
Modifying an Existing ProjectHave plans changed? Learn more about adjusting Project Budget and Consultant details.
Changing the Status of a Project or PhaseYour step-by-step guide on adjusting the status of your projects or individual phases throughout their progression
How to Link Phases in a ProjectProject phases can be linked in Monograph in order to automatically sync timelines.
Adding MilestonesMilestones allow you to track progress on deliverables during your project.
Adding DeliverablesHow to add deliverables to projects in Monograph
How to Add Additional Services to Your ProjectA guide on 3 different methods for adding fixed or hourly additional service fees to your existing projects.
How to Use the Project Financials ReportGain insight on a project's financial status including phases, consultants, expenses and other items.
Understanding Phase Fee Types in the Project Budget: Fixed and HourlyKnow when you should select a Fixed or Hourly fee type at the phase level and how it impacts your project, invoices and reporting
Square Footage and Construction CostsTrack size and construction costs for your firm's projects
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.