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.
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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:
  1. Your consultants can upload their bills directly to Monograph, where you can review, approve or reject the, with comments.
  2. 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.
  3. 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.