Changelog
Follow up on the latest improvements and updates.
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improved
Consultants
Project financials upgrade for consultant billing đź§ľ
The Consultants section of Project Financials just got a major upgrade. Its now organized by consultant company and it includes amounts billed, owed and paid to each consultant company.

Want to know more about what's been billed by each consultant company? When you click on the consultant company name, we'll take you right to a filtered list of their consultant bills. ⚡️
Never Miss a Beat: In-App Notifications Are Now Live in Monograph
We know how important it is to stay on top of your work—whether that’s tracking deliverables, staying in the loop on project updates, or remembering to submit your timesheet (yes, that too). That’s why we’re excited to introduce in-app notifications—now available to all Monograph users!
What’s New
With in-app notifications, you’ll see important updates right inside Monograph, so you can take action faster and avoid digging through emails or chasing down information.
Notifications include:
- New deliverables assigned to you
- Project status changes
- Timesheet reminders
- ...and more
You're in Control
You can also customize how and when you receive notifications:
- In the app
- By email
- Or both!
Simply head to your Notification Settings to tailor them to your preferences.
🛠️ Heads up
: Some notification types are set at the Admin level to match your team’s needs, and those can’t be changed individually.Why It Matters
Notifications are designed to help you stay informed without interrupting your flow. Whether you're managing multiple projects or just trying to stay organized, this new feature puts you in the driver’s seat.
We hope this update helps you feel more connected to your projects and in control of your workday. As always, we’d love to hear what you think—drop us a note or reach out through support!
—The Monograph Team

improved
Invoices
Invoice generation improvements
We've followed up on feedback to deliver minor improvements to invoice formatting and major improvements to the PDF generation process.
Key changes
- The invoice view in the client experience and on your preview show an unpaginated view of the invoice
- The timelog groups entries by phase and provides a more compact view of the entry details
- Attachment images only scale down as much as necessary to allow them to fit on the page
- All invoice tables maintain headers whenever they break across pages in the PDF view
improved
Consultants
Automatic invites for consultant collaboration
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.

Easier collaboration
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:
- Your consultants can upload their bills directly to Monograph, where you can review, approve or reject the, with comments.
- Your consultants get a light-weight view of the project gantt (minus your budget and staffing information) and we'll automatically update your consultant with changes to phase and milestone dates.
- You can assign deliverables to the consultant and collaborate via comments.
Consultant fee planner changes
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.
improved
Even smarter search!

We've improved our search:
- You can now search for documents uploaded to projects
- You can now take action directly from the search box (e.g. Create a project, View an Invoice)
- Search and suggested actions are now situationally aware of which project you are viewing and automatically filter results for that project
Pro-tip: Hit
Command+K
to bring up search on the fly!Happy Searching, the Monograph team!
The green bubbles deserve our love too -- we've just released the
Monograph: Time and Expenses
mobile app for Android! Download in the Google Play store now!
Just like the iPhone version, with the Android mobile app, you can:
- Track your time to projects and overheads that will auto-populate based on your staffing plans
- Use the mobile timer to accurately keep track of all your activities
- Track your expenses by taking a photo of receipts or other expenses and we'll scan them to simplify your data entry
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
new
Projects
Create milestones & deliverables in bulk
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.

new
Consultants
The next generation of consultant collaboration is here
We're incredibly excited to share our
new consultant collaboration features
. Invite your consultants to collaborate on Monograph (for free) and:- Never chase bills around your inbox again.Consultants upload bills directly into Monograph, and you get notified. Then accept or reject the bill and iterated with your consultant. All activity tracked and visible to both parties.
- Give automatic real-time updates to your consultants on timelines and milestones.They get to see a stripped down version of the gantt, and get notified of changes.
- Collaborate more effectively on deliverables.Assign tasks to consultants, collaborate through comments.
Check out the video below and click here to start inviting your consultants.
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