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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 the home dashboard VideoUse the home dashboard as your firm's command centre: sixteen live widgets covering cash, capacity, and risk, with project lists that take you straight to the work.
- 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.
- 3Organise 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.
- 4Time-series columns and exporting VideoTurn a static report into a trend with time-series columns: presets like Monthly Revenue, tuned by period type, count, and direction, and get documents out with bulk PDF downloads.
- 5Break 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.
- 6Freeze a report into a snapshotCapture a saved report's data and PDF as a permanent, read-only snapshot, schedule automatic captures with email recipients, and share or revoke the links you send out.