Browse articles
- 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
Revenue from resourcing
See planned hours earn through a billing group, then deliberately assign the work to Sarah Chen and restamp it from her rates.
What you'll achieve
Understand how From Allocations revenue uses billing groups and when a deliberate assignment change restamps an allocation's rate.
You'll end up with: A clear model of group-based planned revenue, stable existing stamps, and deliberate restamping on assignment changes.
Before reaching for a fixed fee or a formula, it's worth knowing that planned work already carries a commercial basis. The default revenue source, From Allocations, is hours multiplied by a stamped charge-out rate and grouped by the billing group that owns the plan.
We'll use the open Architect allocation already planned on Riverside Apartments' Documentation stage, then assign it to Sarah Chen and see exactly when its rate changes.
Planned revenue starts with the billing group
A From Allocations revenue item runs one calculation, summed across every allocation on the stage:
planned revenue = the sum of each allocation's hours times its stamped charge-out rate
Every allocation adds its hours multiplied by the rate resolved when the allocation was created. The Revenue panel rolls those values up into inline billing-group rows, so open role work can show planned revenue before a named person is assigned.
The same allocations drive the stage's cost too, using their stamped cost basis. Ordinary changes to rate cards do not rewrite existing allocations. A deliberate assignment change is different: when saved, Monument resolves and stamps the new assignee's current rates.
Monument resolves the charge-out rate when an allocation is created, then stamps that choice onto the work. Future rate-rule changes do not rewrite it. Saving a new assignment or moving the allocation to another task deliberately restamps it for the new context.
An allocation booked against a role and later handed to a person keeps its role and track. Before save, the editor still shows the existing stamp; after save, the allocation carries the newly resolved rate for that person and task.
Read the plan, then assign the work
The role allocation already supplies the hours. Open Revenue and the From Allocations item shows Architect Delivery inline, including hours, the two-hundred-dollar stamped rate, and the resulting positive planned revenue. The allocation editor shows that stored provenance before save; saving Sarah's assignment restamps it at three hundred dollars.
- 1
Open Documentation in Edit mode, then open Revenue.
- 2
Read Architect Delivery's hours, two-hundred-dollar rate, and positive amount in the From Allocations billing-group row.
- 3
Open Hours and assign the Architect allocation to Sarah Chen.
- 4
Before save, read Senior Architect Charge-out, two hundred dollars per hour, and Stamped at creation in the allocation editor.
- 5
Save and reopen Revenue. Architect Delivery still carries the hours, now at Sarah's three-hundred-dollar resolved rate.
Restamping this allocation does not change Sarah's firm-wide default or any other project. It only records which concrete rate this saved allocation will use in its new assignment context.
Troubleshooting
- The stage shows no revenue at all. From Allocations is hours times rate, so the stage needs an allocation with planned hours and a valid stamped rate.
- 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 replaced when the commercial deal is not time-based: a fixed or hidden fee, a recurring retainer, or a formula. To build the plan itself, plan the work by role, then hand role work to staff.