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Projects & Schedule
- Getting started
- Start your first project
- Model your project
- Critical path and automatic dates
- Read and rebalance the swimlanes
- Get oriented on the schedule
- Going further
- Give overhead a home with admin projects
- Structure large projects
- Baselines and versions
- Change Gantt bar colours
- Set a revenue target on the schedule
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
Reports & dashboard
- Getting started
- Read your Dashboard
- Build a custom report
- Edit a saved report
- Filter a report
- Formula columns
- Freeze a report into a snapshot
- Reports on a project
- Definitions: how each figure is worked out
- Going further
- Time-Series Columns
- Organise your work with tags
- Break reports and accounting down by office
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
Time tracking
Step-by-step guides for time tracking in Monument.
- 1Log time on the calendar VideoFill a working week from your work list: drag the tasks you're booked on straight onto the days, draw entries onto the grid, and shape them to fit.
- 2Track time live with the timer VideoCapture time as you work. Start, pause, resume and stop a running timer that survives refreshes and tabs, then saves itself straight onto your timesheet.
- 3Report your time VideoStart with unexplained project hours, build a new Time report for one project, then group by task to see where the hours went.
- 4Time entry locks and overridesWhy a time entry shows as locked, invoiced, past the edit window, or approved, and how someone holding Override timesheet locks can still fix one.
- 5Review and approve timesheetsWork through the Approvals tab on the Time page: approve or reject any logged entry, by week or one at a time, with a reason recorded for anything you send back.
- 6Edit several time entries at onceSelect rows on the Time page or any Time report and change task, billed status, date, hours, rate, or description across all of them in one Edit.
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