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Revenue from resourcing
Watch hours times rate respond live as you override a role rate, assign the work to Sarah Chen, and restore the plan.
What you'll achieve
See From Allocations revenue recalculate when its rate or assigned resource changes, without changing firm-wide defaults.
You'll end up with: A stage whose revenue updates live as you allocate people, with per-person rate overrides where the standard rate doesn't fit.
Before reaching for a fixed fee or a formula, it's worth knowing a stage already earns money the moment real people are on it. The default revenue source, From Allocations, is hours multiplied by charge-out rate, and it's already wired up without anyone building it. For time-based work, resourcing a stage and pricing it turn out to be the same act.
We'll use the role allocation already planned on Riverside Apartments' Documentation stage, then compare it with Sarah Chen without leaving the plan changed.
Fees follow the people doing the work
A From Allocations revenue item runs one calculation, summed across every allocation on the stage:
revenue = the sum of each allocation's hours times that person's charge-out rate
Every allocation adds its hours, multiplied by that person's charge-out rate, straight into the total. There's no separate switch to turn revenue on for this kind of work, resourcing the stage is what generates the fee.
The same allocations drive the stage's cost too, just using the cost rate instead of the charge-out rate. The role starts at two hundred dollars billable and one hundred fifty dollars cost. Sarah Chen is three hundred dollars billable and one hundred fifty dollars cost, so assigning the same hours to her raises revenue while cost stays grounded.
Monument resolves the charge-out rate for each allocation in a fixed priority order: a custom rate for that allocation first, then a named rate override, then the allocation's pinned or resolved default billing rate, and finally the item's own rate as a last resort. Day to day, someone gets allocated and their standard rate applies automatically, stepping in only happens when a job genuinely calls for something different.
An allocation booked against a role and later handed to a specific person for part of its period pins its billing rate to whichever side the Rate source switch is set to, the role's rate or the person's. From Allocations always multiplies hours by whatever rate is pinned, so the choice made in hand role work to staff is exactly the choice that reaches this fee.
Change the rate and watch revenue respond
The role allocation already supplies the hours. Open its From Allocations item and the source row shows the multiplication on screen. A custom rate belongs to this allocation only, so entering two hundred and fifty changes this stage's revenue without rewriting the role's standard two hundred dollar rate. Restoring Senior Architect Charge-out restores the role rate before the walkthrough changes who carries the allocation.
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Open Documentation in Edit mode, then open Revenue and Revenue from Allocations.
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Read the role's hours and two hundred dollar rate in the source row.
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Choose Custom rate and enter two hundred and fifty dollars. Revenue changes immediately for the same hours.
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Restore Senior Architect Charge-out to restore the role rate to two hundred dollars.
Change who carries the allocation
The standard charge-out rate is right most of the time, but not every time, a discounted rate for a long-standing client, a premium for after-hours work, a rate negotiated specifically for this commission. Changing the rate happens per allocation, without touching anyone's default anywhere else.
Open Hours and assign the role allocation to Sarah Chen. The role's pinned rates stay in place. Switch Rate source to Sarah Chen's rates to use her three hundred dollar billable rate for the same hours. Put the allocation back on the role before saving so this tutorial demonstrates the choice without changing the downstream plan.
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Open Hours and select the role allocation.
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Assign it to Sarah Chen, then switch Rate source to Sarah Chen's rates. Her three hundred dollar rate replaces the role's two hundred and revenue rises.
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Restore the role, confirm the two hundred dollar rate returns, and save the restored plan.
A per-allocation override stays local to this one stage. Sarah's firm-wide default rate is completely untouched, so every other project keeps charging her standard rate. Overrides are for the exceptions, the default rate only gets fixed when it's genuinely wrong everywhere it's used.
Troubleshooting
- The stage shows no revenue at all. From Allocations is hours times rate, so with nobody allocated yet, the item sums to nothing. Allocate someone first.
- Revenue looks too low or too high. Check whether an allocation is sitting on a custom or named rate instead of the default, a forgotten override is the usual explanation.
- What's actually wanted is a flat fee, not hours times rate. Resourcing-based revenue is the wrong source for that. Hide the From Allocations item and add a fixed fee instead, covered in fixed fees.
Where this fits next
Every stage starts from this baseline. From here it can be overridden whenever the commercial deal isn't time-based: a fixed or hidden fee, a recurring retainer, or a formula. To shape margin rather than revenue directly, plan the work by role, then hand role work to staff, where the Rate source choice behind this fee actually gets made.