Planning Your Project, Phases + Budget

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

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19 articles in this collection
Written by George, Ailyn Mendoza, Giovanni Gomez and 2 others

Your Projects

Best Practices For Planning Projects

Our top tips to ensure your projects are planned in an expert fashion

Written by Giovanni Gomez
Updated over a week ago

Projects Overview Page

How to view all of your firm's projects

Written by Kelsea McCauley
Updated over a week ago

Project-Specific Overview Page

Your project's key data points, all in one spot.

Written by Kelsea McCauley
Updated over a week ago

How to Share Your Project's Gantt Chart

When you need to provide transparency to other stakeholders

Written by George
Updated over a week ago

Tasks & Milestones Overview Pages

See all of your Tasks and Milestones in one view.

Written by Jackie JeanBaptiste
Updated over a week ago

Changing the status of a project or phase

Your step-by-step guide on adjusting the status of your projects or individual phases throughout their progression

Written by Giovanni Gomez
Updated this week

Your Project Templates

How to create a Project Template

Project templates will allow users to create projects that are fully configured with phases, roles, and tasks in a faster and easier way

Written by Giovanni Gomez
Updated over a week ago

Creating a new Project Template from an Existing Project

Have a project you find yourself duplicating often? Make it a template and save for creating your future projects quickly

Written by Giovanni Gomez
Updated over a week ago

How to create a Project from a saved Template

Make a new project quick and easy by using a Project Template as the building blocks for it

Written by Giovanni Gomez
Updated over a week ago

Frequently Asked Questions about Project Templates

Additional insight on Project Templates

Written by Giovanni Gomez
Updated over a week ago

Managing a Project

How to Create a Project

Add a project with a budget, phases, consultants, billing rates and roles

Written by Ailyn Mendoza
Updated over a week ago

How to link Project Phases

Project phases can be linked in Monograph in order to automatically sync timelines. This step by step walkthrough shows you how.

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

Written by Kelsea McCauley
Updated over a week ago

Where do I add consultant fees to my project?

How to use the Consultants Planner

Written by Ailyn Mendoza
Updated over a week ago

Adding Milestones

Milestones allow you to track progress on deliverables during your project.

Written by Giovanni Gomez
Updated over a week ago

Adding Tasks

How to add tasks in Monograph

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.

Written by Ailyn Mendoza
Updated over a week ago

How to Use the Project Financials Report

Gain insight on a project's financial status, phase by phase.

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.

Written by Giovanni Gomez
Updated over a week ago