Changelog

Follow up on the latest improvements and updates.

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Monograph's Projects Staffing supports real-time visibility and management of project budgets
Click on Staffing -> Projects to view a new way to manage your team's workload and project delivery oriented by project
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What is Projects Staffing
Projects Staffing allows you to view staffing data oriented by individual projects and measured in the value of the project and the budget your team is spending every week to ensure your team delivers quality designs to your clients on budget.
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Because every hour worked by your team correlates to a different billable rate, Monograph is removing the permissions differentiation between Staffing in general and Staffing with financial data. Making better staffing decisions requires transparency into how hours translate into budget.
How can I better manage Staffing with this view?
  • Use the landing page to prioritize which projects have phases that need your attention—whether those phases are already over budget or are trending over budget.
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  • Adjust timelines while projects are in flight by editing phase start and end dates with helpful drag and drop bars.
    Make sure to unlink later phases by clicking the link icon if you don't want to affect those phases start dates.
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  • Keep your project budget planning up to date by adjusting the planned maximum hours a team member should spend on the phase (originally only able to be set and managed in Project Planner). You can also use this experience to assign more team members or remove team members to the phase.
    Please note you can only remove team members who have not yet logged time to the phase.
    After adjusting max hours and team members, you will always have the option to rebalance the remaining staffing allocations to keep your projects on budget.
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We’ve just revamped the Profit Drivers report to give you a clearer picture of your most and least profitable project categories, clients and phases. And, for those of you integrated with QBO, you’ll notice an increased accuracy in the Profit Drivers report if you are importing costs from QBO.
  • What project category makes you the most money?
  • Which clients put you in the red?
  • Which phases have the highest profit margin?
Get your answers from they Profit Drivers report, now.
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Click here to learn more.

improved

Staffing

Timesheets

Staffing and timesheets for next week

Monograph has added in a view for next week on Staffing and exposed next week's Timesheet to allow you and your team to have another view with which to plan ahead and understand expected workloads in advance.
"Next week" Staffing
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When selecting a timeframe to view Staffing, select "Now" to view the current week and "Next week" to view the allocated staffing hours for each team member's phases and to make adjustments for a single week only.
When assigning phases that are not current to staff on Next week, we will extend the start or end date of the phase to those of the next week, not the current week.
Please double check the view you are on before making these changes or any other edits to staffed hours!
Next week's timesheet
In line with the changes to Staffing, you and your team can also access next week's timesheet in advance. Use the date selection in the top right to access.
As with Staffing, please make sure you are on the correct week's timesheet before making any changes.
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Monograph is excited to announce the refresh of its weekly Staffing functionality.
Staffing is all consolidated now into the different time range selections at the top right of your Staffing calendar. image
Selecting week will show staffing allocations by team member for the week. You can scroll side-to-side to see all team members or up and down to see all projects per person.
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Each phases hours will be manually editable. You will be alerted for projects that are out of budget via red exclamation mark icons, and you can hover over this to see the details of why. You will be offered the option to rebalance if you can bring the project phase back into budget. image
As on the longer term view, you can use the multi-rebalance option available in the top right to perform a rebalance across all potentially impacted projects. This rebalance will use the "People & Project team" filter to more effectively target all of the projects across selected team members.
We have also added a Category filter to quickly view only the projects that are in a specific category.
Please note that the Category filter will not narrow down the phase selection for global rebalancing; only the people filter will narrow the selection of people whose phases need rebalancing.
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The Assign function allows you to add overhead hours or add additional phases for a team member to work on. image
The "Assign phase" tool also now to allows you extend the start or end date of phases that have ended or will begin within 4 weeks before or after the current date.
Now, if a client needs revisions on a phase that technically ended last week or you want to staff a phase earlier, you no longer need to go to the Project Planner to adjust a phase's length—we will take care of that for you directly in Staffing! This will function for staff already planned in a phase or those who have not been assigned yet. If there is a linked phase, that will be unlinked automatically to avoid affecting other work in progress.
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All of this Staffing functionality is under a re-labeled view called "People" given all hours and phases are organized by individual team members. We have included information on our upcoming release of a Projects view that will structure staffing hours and budget by project, giving you and your firm even more visibility and control to ensure projects come in on time and on budget without overloading your team.
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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Note: You can no longer edit future timesheets with this change given timesheets are designed to track time that has already occurred. You should leverage Monograph's time off feature to log future time off or work with your team to apply these for planning.
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?
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