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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
Getting started
Step-by-step guides for getting started in Monument.
- 1Create your account VideoSign up for Monument with a name, email and password: the personal login every colleague gets before their firm's workspace exists.
- 2Create your workspace VideoTurn a brand-new account into a working organisation: build your firm from scratch, or spin up a demo company loaded with sample data to explore first.
- 3Explore a demo company VideoCreate a demo organisation pre-loaded with sample projects, people, invoices and time: a safe sandbox to explore Monument before setting up your real firm.
- 4Get your bearings in Monument VideoA tour of the navigation rail so you always know which area a piece of work lives in, plus where the timer and settings live.
- 5Invite your team VideoBring colleagues into your workspace with the right access from day one: invite a new person by email, or send a login to someone already on your team.
- 6Migrate from Coincraft VideoFind the Coincraft import beside Add organisation on the organisation screen, or run it later from the account menu: one import rebuilds your practice as a new organisation, projects, people, time, expenses and invoices included.
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