We're making it easier for you to collaborate with your consultants and we've updated the consultant fee planner to make it more intuitive.

When you're planning consultant fees for your project, you'll see an opportunity to enable automatic invites. Turn that on, and we'll automatically send invites to all consultants on or added to the project. You can also enable automatic invites from the project details page.

Why is this a good thing? We'll when you invite a consultant to collaborate:

When you're planning the consultant fees for a project, you'll pick the consultant company first (and the type of consultant work second). No big deal if you don't yet know the consultant company that will do the work; just pick "Company TBD".

Learn more here.

We've improved our search:

Pro-tip: Hit to bring up search on the fly!

Happy Searching, the Monograph team!

The green bubbles deserve our love too -- we've just released the mobile app for Android! Download in the Google Play store now!

Just like the iPhone version, with the Android mobile app, you can:

With both iPhone and Android support, now your whole team can use Monograph easily on the go!

You now have can automatically calculate a draft project budget based on past projects. Use this tool to more effectively provide quotes to your clients.

See this support article or read on for more details!

Select the "Build a project budget" option and fill out project details, including a representative range of service fees that your client has budgeted.

Project data will be used to recommend a list of completed projects or templates with completed projects that whose time logged will be used as reference data. If no completed projects match the details for this project, you can build your budget from scratch with estimations of the total time needed to complete the project.

From here, a draft budget will be created. Phase budget recommendations will be made based on the actual time logged on this project. When you have accepted these and adjusted details as needed, you can update the status of the project from Draft to either Active or Proposed

To more efficiently manage your projects, Monograph now will create milestones and deliverables in bulk via file upload.

First, download the spreadsheet template to fill out with all of your milestones and deliverables from the Deliverables page on your project. Alternatively, you can create a free-text file that clearly outlines these milestones and deliverables.

When ready, select the file to upload it for extraction. If you upload the template spreadsheeet, Monograph will directly import the details added. Any other document will be shared with an AI tool for parsing.

You will be prompted to review the milestones and deliverables extracted. Nothing will be added until you confirm the details.

For more information on how to use this tool, please see this support article.

A nice complement to our new consultant collaboration features: now, when you mark a Consultant Bill in Monograph as paid, it will automatically reflect that in Quickbooks Online!

All you need to do is to set the "Consultant bills payment account" in your Quickbooks settings to the account you would like the payment to be attributed to.

We're incredibly excited to share our . Invite your consultants to collaborate on Monograph (for free) and:

Check out the video below and click here to start inviting your consultants.

Leveraging AI technology, this tool will extract phases, budgets, roles and rates from contracts, proposal documents, and/or any other written PDF that has all of this data available.

When you create a project, you can select to "Auto-generate project from contract".

After uploading a file and entering basic details about the project, Monograph will attempt to extract the following project budget details from this document using an AI technology provider:

⚠️ We recommend making sure phases are listed in a clearly structured outline or table with relevant details or directly in document headers. Details we cannot determine may be assumed from past projects at your firm.

You will be asked to review the extracted details and confirm them before proceeding with the project. At this time, you can make modifications to the extracted project budget before assigning team members.

For more information on how this works, please review [this support article].(https://support.monograph.com/en/articles/10371355-auto-generate-project-budgets-from-contract-documents)

Monograph has refreshed the management tools available to support project milestones and their constituent deliverables (formerly known as tasks) to allow for easier management today and support further enhancements in the future.

On each project, the Deliverables page allows you to view all of the existing milestones & deliverables in a clear timeline view. Each phase is expandable to view all milestones and their deliverables (deliverables without a milestone are listed below all milestones).

As a result of this change, we have updated validation rules so that all milestones' dates need to be within the phase itself, and deliverables' due dates need to be both within the phase and before their linked milestones' dates. Additionally, we now update deliverable due dates when the phase end date changes as well also with the same logic as milestone date updates.

Deliverable comments also now provide more interaction. The most recent comments are called out on the main page above and in the deliverable, they show a clearer timeline of work.

In addition to new visualizations and editing tools, we also have enabled more notifications for milestones and deliverables for the projects your profile is following.

Monograph's team Staffing feature will now allow you to view your team's workload by committed "Active" projects and/or potential "Proposed" projects. Use this new filter functionality to track the impact on your team's time if you were to sign a new project.