Monograph users with the ability to edit projects are now be able to upload and download PDF files relevant to the project. Use this tool to make sure you can reference client-facing documents like proposals, contracts, add services, and other PDF files needed in one easy folder.

To use this functionality, go to and project's "Details" page to begin uploading files.

Monograph is now able to share important project dates to your external calendar and keep those events in sync. For projects that you are following, you will see the below as events in your calendar:

Each event will include a link back to the activity in Monograph.

To set up your calendar, go to your profile to copy the calendar URL and follow the instructions in the linked Help Center article for your calendar app of choice.

Monograph has updated the site navigation to make it easier to get to where you need to go in the app. The left-hand menu is now re-organized around the core concepts in Monograph and expands to share contextually what options are available under each.

As with before, the menu options available will change depending on your profile's permission levels.

We have updated the ways in which project budgets are configured to allow you to better manage your projects after setup!

When creating a new phase you will be prompted directly to add your team members to the project. To minimize clicks, once you have set up earlier phases on the project you can copy from any of those to avoid needing to select team members, roles and rates as you go through the setup process.

After assigning team members, Monograph will evenly divide out the budget on fixed fee or max cap hourly phases to ensure each team member has a starting target for how many hours they should work that you can then edit. Whenever you edit these hours, they will automatically be rebalanced in your staffing plan, excluding any manually edited weeks.

All of this data will feed into your Staffing plan. Grow subscribers will be able to see a snapshot of their past logged time, future staffed hours, and whether or not they line up so you can come in on budget. This information is visible on the left side of the project overview and links directly to Project Staffing so you can directly make changes as needed.

The improved budget setup process will help you minimize the risk that your projects are missing key data vital to help you stay on track. If you are missing information, such as team assignments or maximum hours budgeted per team member, you will receive a reminder both in your list of projects and on the budget itself.

Happy Monday!

We made a few small but notable changes to clarify our invoices:

Have a great week 👋

We just made logging expenses faster, easier and available anywhere you take your iPhone.

iPhone users with the Monograph mobile app can simply snap a photo of a receipt. We'll use AI to scan and capture most of the expense details from the photo. You simply need to confirm and save.

Download the Monograph mobile app today.

The organization time log report now includes time logged to your overhead and "time off" activities. This gives you and your team a single, comprehensive report that tells you about every hour worked (or not worked 🏖️ ).

Learn more about the organization time log report here.

Give your clients what they want with the click of a button: a link to view their invoice online a PDF attachment.

Thanks to survey results from users like you in July, we heard many clients prefer to receive PDF invoices. Now, when you "Open and send" an invoice, or "Share" the invoice with a client via email, you'll have the option to include a PDF attachment.

Additionally, those PDFs will have a link to view and pay the invoice online if you're set up for online payments! If not, consider signing up for Monograph online payments today... our data shows that could get you paid 2x faster!

You now have more control over what projects you receive alerts for.

This tool is accessed by clicking on your name in the bottom left corner.

You will automatically be following all projects you have been assigned to and/or have created. If you no longer wish to receive notifications on any of these specific projects, you can unfollow them by clicking on the unfollow option in every project email, unfollowing through the Notification settings page itself under the "Show project you are following", or by clicking clicking on the "More" menu at the top right of every project.

The "More" menu is also where you can follow a project that you are not already receiving notifications on!

Your Notification options depend on your Monograph permissions. All of your existing preferences have been preserved.

For those with access to the Weekly Insights emails, these have been separated into two separate emails to account for the new, granular control over which projects you wish to be notified on. Each will inherit the status of the single "Weekly Insights email" notification that you had before this change, but you can now control them separately.

Users with the "Manage all expenses" permissions can now log expenses on behalf of someone else using the web app. For example, this allows admins to record reimbursable expenses for designers who are heads down on project work.

PS - do you need to log expenses on the go? Coming soon to the Monograph mobile app!