Browse articles
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
Account & settings
Step-by-step guides for account & settings in Monument.
- 1Set up your organisation VideoSet the firm-wide region, currency, financial year, branding and project defaults that every project, invoice and report inherits.
- 2Customise Monument to your firm VideoMake Monument speak your firm's language: custom fields, task statuses and types, and the numbering for project codes and documents, with a video that shows all four.
- 3Import your data VideoComing from another tracker? Import a spreadsheet of historic time: upload the export, map the columns, match names to records, skip anyone who has left, and append it to the calendar.
Going further
- Custom fields VideoRecord information Monument doesn't track by default: add your own fields to projects, tasks, contacts and resources, like a council reference or a contract type.
- Task statuses VideoSet the stages your tasks move through: name them, colour them, order them by dragging, and choose the one new tasks start at.
- Security and API keys VideoCreate and revoke the API keys integrations use, see where account security is heading, and connect your accounting system.
- Task types VideoClassify what a task is, not where it's up to: define your own task types with icons and colours, reorder them, and set a default.
- Codes and numbering VideoStop typing reference numbers by hand: set the patterns that auto-generate project codes and invoice, quote and purchase order numbers.
- Run multiple offices in one workspace VideoSplit project ownership across studios without splitting the firm into separate workspaces. Create offices, assign projects to them, and know which office a new project lands in by default.
- Give each office its own billing identity VideoLet an office issue invoices, quotes and purchase orders under its own legal name, ABN and logo, falling back to the organisation wherever a detail is left blank.
- Give your people a home officeSet a home office on each person so new projects default sensibly, and reports can split your people, time and allocations by studio.
Search Monument help
Search help articles and open a result.