Planning Your Project, Phases + Budget
A-Z on how to plan successful projects
28 articles
- 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
- Client View: Projects Overview PageA guide for clients to manage their projects and view their progress 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 Expense BudgetsHow to add Direct expenses when building a project.
- Adding Project DetailsHow to add general information to a project
- 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.
- Project Files PageView all files associated with a specific project.
- 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.
- Fixed vs Hourly Fees in Project PhasesUnderstand how Fixed and Hourly fee types work at the phase level and how each option affects your project budget, invoicing, 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.