Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
Welcome to Monograph! This guide walks you through the essential deliverables needed to properly configure your account before adding projects and tracking time.
These deliverables will be covered in more detail during Foundation, a key training session in your onboarding process. Be sure to join this live session, available multiple times every week by registering here!
Immediate Deliverables
The following deliverables are an immediate priority to complete prior to advancing to next steps.
Client Email Settings
Manage the sender name and reply-to email address for payment and invoice emails sent to clients, click Settings → Organization.
Overhead Costs
Set an overhead multiplier for your operating income costs, click Settings → Organization.Working Hours Per Year
Define average working hours per employee per year to accurately calculate costs for your business, click Settings → Organization.
Online Payments
Enable electronic payments to streamline invoicing and securely collect client payments, click Settings → Organization.
Consultant Contacts
Add contact information and relevant details for all consultants you collaborate with on your projects, click Contacts → Consultants.
Once you’ve accomplished these deliverables, be sure to review and complete the following next steps to maximize your experience and ensure you get the most value out of Monograph.
Settings
Organization
Complete your company info including company info, address, and regional preferences
Enable Time Off
Set your Utilization Rate and Realization Rate
App Defaults
Update your Time Tracking settings
Create custom Categories and Phases for your Projects and review default entries
Review and edit which activities will appear on timesheets
Customize your Consultant types and applicable markup
Update your Invoice + Expenses settings
If Applicable, set up your tax rates or pull them over from Quickbooks Online
Permissions
Understand how permissions are defined in Monograph
Customize your own permission levels and access
Quickbooks Settings
Monograph offers an integration with Quickbooks Online, you can learn more about this feature and how it will impact your future workflow here.
Setup the Monograph + Quickbooks Online integration
Contacts
Contacts houses information for your clients and consultants. This information will impact your continued use of Monograph, including projects build out and invoicing workflows.
Clients
Enter contact information and detail for your clients. If you have setup the Quickbooks Online integration, Monograph will sync your client information directly from Quickbooks Online
Staff
The Directory houses your team information including employee details, compensation, and assigned roles and rates.
Team → Directory
Add Contact information, including Email, Name, Title, and Phone Number
Upload a Headshot Photo or Avatar for each team member
Assign each User's Permission level access
Select a default role and rate for each User*
Add Compensation information for each team member
Click the "Invite" button on the Team Directory to send an invitation link via email
*Default Roles is an optional feature you may enable during setup, we suggest not entering this information until discussing this workflow in further detail with your Launch Manager
Team → Roles & Rates
Setup your custom roles and rates that will be used when creating new projects
Completion
Once you have completed these requirements, the foundation of your Monograph account is set! To continue your progress, you may explore more information on creating projects.
Navigate here for further resources on how to create a project, how to create project templates, and much more!