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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
Reports & dashboard
Step-by-step guides for reports & dashboard in Monument.
- 1Read 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.
- 2Build a custom report VideoAnswer a real business question with a saved table: pick an entity, add calculation columns, invent your own with formulas, group for subtotals, and sort, then save it so the answer is one click away next time.
- 3Edit a saved report VideoChange a saved report's columns, see exactly what will change before it saves, and overwrite the version everyone already has open.
- 4Filter a report VideoNarrow a report live with option-list, numeric, and date-range filters, stack several at once, and keep every one of them editable and removable.
- 5Formula columns VideoWrite a formula that references other columns by name, choose its format, and build a reusable Revenue per Hour column.
- 6Freeze a report into a snapshot VideoCapture a saved report's data and PDF as a permanent, read-only snapshot, print or download it, schedule automatic captures with email recipients, and share or revoke the links you send out.
- 7Reports on a project VideoEvery project starts with five ready-made reports already scoped to it, and you can add more, blank or copied, shared across every project or kept to just this one.
Going further
- Time-Series Columns VideoTurn a static report into a trend with time-series columns, one column per month, quarter, or year, spread across every row at once.
- Organise your work with tags VideoTag anything a project's office doesn't already cover, discipline, team, phase, whatever you want to slice reports by, then filter and group every report by those tags.
- Break reports and accounting down by office VideoAdd Office as a filter, group or column on the reports that support it, and connect a separate accounting system to a single office instead of the whole firm.
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