Monument

Creating Staff Resources

How to add new team members as resources in Monument.

Overview

A resource in Monument represents a team member who can be allocated to projects and track time. Before someone can appear on the schedule or log hours, they need a resource profile.

Creating a Resource

  1. Navigate to Resources in the sidebar.
  2. Click Add Resource.
  3. Fill in the required fields:
    • First name and last name
    • Email address (used for invitations and notifications)
    • Role — their job title or function (e.g. "Architect", "Graduate")
  4. Optionally set:
    • Department — for organisational grouping
    • Weekly capacity — their available hours per week (defaults to your company setting)
    • Start date — when they joined (used for leave entitlements)
  5. Click Save.

Resource vs. User Account

Resources and user accounts are separate concepts:

  • A resource is a planning entity — it has rates, capacity, and can be allocated to tasks.
  • A user account is a login — it lets someone sign in, track time, and access the app.

You can create a resource without inviting them (useful for external contractors you plan around but who don't use Monument). When you invite someone, their user account is linked to their resource profile.

Setting Weekly Capacity

Each resource has a weekly capacity that defines how many hours they're available. This is used for:

  • Overallocation detection — flagging when someone is booked beyond capacity
  • Utilisation calculations — what percentage of available time is allocated
  • Leave deductions — capacity is reduced during approved leave

The default is set in your organisation settings but can be overridden per resource.

Work Patterns

For resources who don't work standard Monday–Friday, you can define a custom work pattern that specifies which days they work and their hours per day. This affects how allocations are calculated and how capacity is measured.

What's Next