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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
Permissions & access
Step-by-step guides for permissions & access in Monument.
Going further
- Control access to business finances VideoChoose who can inspect organisation financials and business documents without confusing them with project money.
- Control access to rates VideoExpose the organisation rate catalogue without exposing salaries or business profitability.
- Control who can create projects VideoAllow selected staff to start new root projects without treating creation as authority over existing work.
- Control project administration VideoDelegate firm-wide project operations without granting project revenue or expense access.
- Control staff and team management VideoChoose who can manage people, teams, practice roles, skills, and access assignments.
- Control expenses and claims VideoSeparate no access from read-only inspection of claims, supplier invoices, and direct costs.
- Control report definition editing VideoLet staff run reports while reserving definition creation and mutation for the right people.
- Control access to contacts VideoChoose whether staff are denied the shared directory or can inspect it without editing records.
- Give full project control with Owner VideoUse Owner when one person must edit project money, tasks, resources, and time.
- Manage project work without changing money VideoUse Manager for operational control with read-only project revenue and expenses.
- Let project members edit tasks safely VideoUse Member for task delivery while hiding project revenue and expenses.
- Share a project safely with Viewer VideoUse Viewer for read-only project access without revenue, expenses, or task editing.
- Let a team lead coordinate shared work VideoUse Lead to coordinate the time, leave, and assignments of people in one shared team.
- Share teammate profiles without management access VideoUse team Viewer to reveal shared-team profiles while keeping time, leave, and assignments hidden.
- Keep team members focused on their own work VideoUse team Member when someone needs their own work surfaces without access to shared teammates.
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