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.

When creating a project from a template, Monograph will recommend team members for open role positions based on their past project experience and staffing availability. The drop down allows you to select alternative team members so you can apply these assignments to all phases in one click.

For more information how the specifics of this feature, please read this support article.

Monograph has 2 new security features to help ensure your accounts are accessible but secure: two-factor authentication (2FA) and magic link logins.

2FA requires two sources of authentication to access your account: a password and a 6-digit code from a mobile device. Enable 2FA on your profile by following these steps and you will be asked for a unique code upon logging in that you will retrieve from your authentication app.

You can also use a magic link to log in. To access this, select the option on the login screen and input your login email. You will receive an email with a "magic link" that will grant you access to your account.

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.