Changelog

Follow up on the latest improvements and updates.

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Monograph is delivering major improvements to Staffing over the coming weeks. The first collection of features launched includes enhancements to existing workflows, new benefits, and visual changes to prepare for even more improvements!
Improved data gauges
Better see how on track you are to hit your phase budget with new data gauges
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"People and Project team" filter
Select a project to quickly filter down to just those team members working on it
  • Sort view staff first name:
    More logically see team members listed by first name and reverse the alphabetical order if needed
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Rebalance for all staff (or some)
Quickly rebalance all projects' staffing hours based on the people filter with just a few clicks
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Assign overhead categories
Plan ahead for recurring and one-off overhead by assigning overhead categories and staffing hours
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Assign new phases
Make adjustments to who can work on a phase by assigning them to additional team members
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Know your firm’s historical and future profitability at any moment.
Get a clear visual of your profit trends without analyzing clunky profit & loss statements.
Monograph Profit and Profit Forecast reports
Here’s how it works:
  • Track your historical profit, revenue, and costs in the new Profit report
  • Forecast profit trends in detail with the new Profit Forecast report
  • Get an accurate P&L with all your firm costs when syncing with QBO
Spread the word about Monograph and earn rewards!
Earn for every referral we accept and get a bonus if they join Monograph.
Here’s how it works:
  • Fill out this quick form about yourself and your referral
  • Get notified if your referral was accepted and if they join Monograph
  • Redeem your rewards as gift cards or donations to your favorite causes

improved

Staffing

Reports

Dynamic Team Forecast report

Predict team utilization better with live updates from your Staffing plans
The Team Forecast report used to rely on the static hours entered into your project planner. Now, the Team Forecast report will update with the hours in Staffing to reflect a more up-to-date view of team activities.
With this change, you will now be able to preview how much time your team members will spend on projects as you rebalance hours.
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new

Staffing

Projects

Reports

General

Weekly Insights

See budget and capacity issues without analyzing reports.
Get actionable recommendations about billable projects in your inbox.
Monograph Weekly Insights
Here’s how it works:
  • Scan which phases are over budget or trending over budget after key dates
  • Check your firm-level capacity and which staff are over capacity
  • Edit notification settings for each team member in their team profile

improved

Settings

General

QuickBooks Settings

Unify your data between Monograph and QuickBooks Online.
Configure how you streamline project management and accounting workflows.
QBO Settings
Here’s how to maximize your Monograph + QBO integration and save time:
Looking for more guidance?

new

Projects

Reports

Project Profit Report

Catch and fix profitability issues before it’s too late.
Show project managers cost data to pivot projects as needed.
Project Profit Report
Here’s how it works:
Extra details to save you time:
  • You will get an alert when new QBO costs need to be imported
  • You can send costs from Monograph to QBO like consultant bills and expenses
  • Consultants and expenses are separate from phases to help you pinpoint issues
Skip even more double-entry between Monograph and Quickbooks Online (QBO).
Now, you can map consultant bills to Cost of Goods Sold (COGS) or Expense accounts.
Here’s how: set the Quickbooks Category when you upload consultant bills.
Can’t see the drop down? Get started with your QuickBooks Online Integration!

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Timesheets

Reports

Settings

Send expenses to QuickBooks Online (QBO)

Skip double-entry and reduce errors in your expense bookkeeping.
Create QBO bills and purchases directly from Monograph expenses.
Send Expenses to QBO
Here’s how it works:
  • Click ‘Send to QuickBooks’ in your Expenses Report
  • Select the expenses to send and set your destination QB account
  • Click 'Send'. That’s it!
Not using Monograph expenses yet?
Now’s a good time to get started for better invoicing and reporting.
Forecast your week-to-week staffing in Availability.
Zoom in further on this week using the ‘Current week’ tab.
Monograph_Availability
Extra details to save you time:
  • Copy last week’s staffing by hovering over the date range of any week
  • Batch edit hours by dragging the purple handle of any cell to the right
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