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Financials
- Getting started
- How Monument models finance
- Revenue from resourcing
- Fixed fees
- Budgeting costs
- Recording expenses
- Recording revenue entries
- Going further
- Formula based pricing and construction cost
- Recurring and periodic fees
- Revenue from expenses
- Modifiers: contingencies and discounts
- Progressive billing
- Pricing templates
- Operational expenses
Permissions & access
- Control access to business finances
- Control access to rates
- Control who can create projects
- Control project administration
- Control staff and team management
- Control expenses and claims
- Control report definition editing
- Control access to contacts
- Give full project control with Owner
- Manage project work without changing money
- Let project members edit tasks safely
- Share a project safely with Viewer
- Let a team lead coordinate shared work
- Share teammate profiles without management access
- Keep team members focused on their own work
Resourcing & team
Step-by-step guides for resourcing & team in Monument.
- 1Set your team's availability VideoAdd a staff member and shape their work pattern, the weekly hours that become the capacity line you'll read everywhere on the schedule.
- 2Group people into teams VideoBuild a team of staff you can assign, rate, and permission as one, so you can plan a project's load before you've decided exactly who does the work.
- 3Price hours with rates that keep their history VideoSet what an hour costs and charges, then raise a rate through a dated version so a mid-year increase never quietly re-prices work you already delivered.
- 4Plan with roles and tracks VideoBook a stage against a role before you have picked a person, name a track lane for the work, and see the rates it prices from.
- 5Hand role work to staff VideoAssign one week of an open role booking to a real person without disturbing the rest, and choose whether the work prices from the role or from them.
Going further
- Set and preview a person's access VideoSave an account access level for a colleague, then preview Monument exactly as they see it.
- Leave and holidays VideoRun time-off and keep the firm calendar accurate, so the schedule's capacity line dips exactly when people are actually away.
- Grant access to one project VideoGive one person a deliberate project access level, then preview exactly what that grant allows.
- How permissions workUnderstand Account, Project, and Team access levels, where defaults apply, and why a visible level may still be limited.
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