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Resourcing & team
Step-by-step guides for resourcing & team in Monument.
- 1Set your team's availability VideoAdd a staff member and shape their work pattern, the weekly hours that become the capacity line you'll read everywhere on the schedule.
- 2Group people into resource pools VideoBuild a pool of staff you can assign, rate, and permission as one, so you can plan a project's load before you've decided exactly who does the work.
- 3Price hours with rates that keep their history VideoSet what an hour costs and charges, then raise a rate through a dated version so a mid-year increase never quietly re-prices work you already delivered.
- 4Plan with roles and tracks VideoBook a stage against a role before you have picked a person, name a track lane for the work, and see the rates it prices from.
- 5Hand role work to staff VideoAssign one week of an open role booking to a real person without disturbing the rest, and choose whether the work prices from the role or from them.
- 6Check a colleague's account role VideoConfirm the account role that fits someone's job, then preview Monument through their eyes to see exactly what they can and can't reach.
- 7Decide who gets into one project VideoAdd a pool to a project to grant its members access, then set each person's project role to decide exactly how much they can do once they're in.
- 8Leave and holidays VideoRun time-off and keep the firm calendar accurate, so the schedule's capacity line dips exactly when people are actually away.