Create a project

Start a new project from the schedule — give it a code, a name, and a client — then work on it in its own focused view.

The project is the central thing in Monument — the single commission you've been engaged to deliver. Everything else hangs off it: the work programme on the schedule, the people you resource onto it, the fees it earns, and the invoices you eventually raise. So creating one is the first move on any new job, and it takes only a few details.

We'll start the project we use throughout this journey: Riverside Apartments, for the City of Hawthorn.

What a project is

Think of a project as the container for one piece of work. It holds three things that the rest of Monument reads from:

A timeline — when the work happens, built on the schedule.
A structure — the stages and tasks inside it.
The money — what it costs to resource and what you'll bill.

Because everything attaches to it, you only need a little to get started. You can shape the dates, structure and fees afterwards — and you'll do exactly that in the next steps of this journey.

Create it from the schedule

Projects are born on the schedule, where the firm builds its whole programme of work.

1
Open the Schedule from the main navigation.
2
Click New Project. A short form opens.
3
Monument suggests a project code — change it to something your team will recognise, like RA.
4
Give it a name: Riverside Apartments.

Why a code?

Every project carries a short code (RA, and so on). It appears next to the name throughout Monument — in lists, reports and on invoices — so projects stay easy to spot at a glance even when names get long or similar.

Add the client

The client is who you're delivering for. Attaching one now means the fees and invoices line up with the right organisation later. If they're not in Monument yet, you can create them without leaving the form.

1
Open the client field and choose New Contact.
2
Name the client — City of Hawthorn — and save.
3
They're attached to the project, and saved as a reusable contact for future jobs.
4
Click Create to add the project.

Clients are reusable contacts

A client you add here is stored as a contact, so the next time the City of Hawthorn commissions work you can just pick them from the list — no re-typing.

You land in the project's own view

After you create it, Monument drops you into a focused, single-project view. The rest of the firm's work fades away so you can build this project out without the noise of every other job.

This is where the journey continues — you'll set its dates, break it into stages, and start resourcing it. When you want to see it alongside everything else, switch back to the All Projects view on the schedule.

Gotchas

Can't find New Project? You need to be on the Schedule — it's the home for the firm's programme, and projects are created there, not from a separate Projects page.
Reusing a code. Codes should be unique and memorable; if RA is taken, pick the next obvious one rather than duplicating it.

Where this fits next

You've got a project — but it's still an empty row. Next, give it shape: Build the work programme, where you draw its stages on the timeline and link them so the schedule reschedules itself.