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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
Projects & Schedule
Step-by-step guides for projects & schedule in Monument.
- 1Start your first project VideoGive a new commission a code, a name, and a client from the schedule, then move into its own working view.
- 2Model your project VideoDraw a project's span and its stages on the timeline, then link them so the schedule reschedules itself.
- 3Read and rebalance the swimlanes VideoRead the resource swimlanes on the schedule, their capacity lines, utilisation, and red overflow, then rebalance work so the programme stays deliverable.
- 4Get oriented on the schedule VideoLearn to move around a busy firm-wide schedule: focus on one project, regroup the resource swimlanes, open a project up to its stages, and change the zoom.
Going further
- Give overhead a home with admin projects VideoCreate a non-billable admin project for studio overhead, then log time against it exactly like a client task, without it ever touching an invoice.
- Structure large projects VideoBreak a large, multi-building programme into a deep dated hierarchy, and use the Gantt depth control to move between a one-line overview and full detail.
- Baselines and versions VideoFreeze the working schedule at two real moments, an initial proposal and a signed contract, then compare the live plan against sign-off to see exactly how far things have drifted.
- Change Gantt bar colours VideoGive one stage its own colour on the schedule so it stands out from every other bar at a glance.
- Set a revenue target on the schedule VideoChoose a practice, team, or office revenue target to plot on the resourced schedule, watch it drawn as a line on the revenue graph, and save that scope into a reusable schedule report.
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