Your Projects
11 articles
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.