Create your account and workspace, explore Monument and invite your team.
6 articles
Browse articles
Financials
- Getting started
- How Monument models finance
- Revenue from resourcing
- Fixed fees
- Budgeting costs
- Recording expenses
- Recording revenue entries
- Going further
- Formula based pricing and construction cost
- Recurring and periodic fees
- Revenue from expenses
- Modifiers: contingencies and discounts
- Progressive billing
- Pricing templates
- Operational expenses
Permissions & access
- Control access to business finances
- Control access to rates
- Control who can create projects
- Control project administration
- Control staff and team management
- Control expenses and claims
- Control report definition editing
- Control access to contacts
- Give full project control with Owner
- Manage project work without changing money
- Let project members edit tasks safely
- Share a project safely with Viewer
- Let a team lead coordinate shared work
- Share teammate profiles without management access
- Keep team members focused on their own work
Help Centre
Start with the essentials. Search for a quick answer, follow the six steps, or explore more detail when you need it.
Core workflow
Run your firm in six steps
Six guides in order, from starting a project to reading the dashboard.
- 1Start your first project VideoGive a new commission a code, a name, and a client from the schedule, then move into its own working view.
- 2Model your project VideoDraw a project's span and its stages on the timeline, then link them so the schedule reschedules itself.
- 3Set your team's availability VideoAdd a staff member and shape their work pattern, the weekly hours that become the capacity line you'll read everywhere on the schedule.
- 4Log time on the calendar VideoFill a working week from your work list: drag the tasks you're booked on straight onto the days, draw entries onto the grid, and shape them to fit.
- 5Create and send an invoice VideoRaise an invoice from work already booked to a project, review the lines Monument drafts for you, then email it so it moves from draft to approved to issued.
- 6Read your Dashboard VideoThe Dashboard has four tabs: Home, Finances, Work, and Team. Each is a live read on one part of the practice. Learn what each tab shows and who gets to see it.
New to Monument or moving from another system?
Everything else, by area
Find more detail in the part of Monument you are working in.
Create projects, model the work, plan the timeline and resource your team.
9 articles
Set up your team, plan capacity, manage rates and account for leave and public holidays.
9 articles
Track project revenue, costs, budgets and margins in one place.
13 articles
Create quotes and invoices, claim milestones, record payments and send reminders.
6 articles
Read your dashboard, build custom reports, and track metrics over time.
10 articles
Keep clients, consultants and suppliers organised in one shared address book.
2 articles
Log time on the calendar or with the timer, then review billable hours.
6 articles
Assign account access levels, preview a colleague's real access, and understand each firm-wide capability.
15 articles
Configure your organisation, customise Monument, import data and manage account security.
11 articles
Search Monument help
Search help articles and open a result.