Welcome to Monograph! This checklist will guide you through the key settings and app preferences to set up before you begin building out projects and starting your onboarding journey. Completing this checklist ensures you are fully prepared for your first onboarding session, Building Projects.
If you have any questions while working through these items, please reach out to us for additional support.
Important! This checklist must be completed before registering for your first onboarding session. Once finished, you’ll be ready to register here for the Building Projects session and continue with your progress.
☑️ Settings
You can access your settings by selecting the ⚙️ icon next to your initials in the bottom-left corner of the screen. Then complete the information for each section as outlined below:
Organization
Complete your company information, including company name, address, and regional preferences
Set client email settings to manage the sender name and reply-to email address for payment and invoice emails sent to clients
Configure overhead costs by setting an overhead multiplier for your operating income
Define working hours per year to establish the average hours per employee for accurate cost calculations
Enable time off to manage employee availability
Set your utilization rate and realization rate to track performance against firm-wide targets
Enable online payments to streamline invoicing and securely collect payments from clients
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
If applicable, 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. You can access Contacts from the main menu on the left side of the screen.
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
Consultants
Add contact information and relevant details for all consultants you collaborate with on your projects. If you have setup the Quickbooks Online integration, Monograph will sync your consultants information directly from Quickbooks Online
☑️ Staff
The Directory houses your team information including employee details, compensation, and assigned roles and rates. You can access Staff from the main menu on the left side of the screen, then select Team to complete the following:
Roles & Rates
Setup your custom roles and rates that will be used when creating new projects
Directory
Add your Team to Monograph before you begin adding projects
Include Contact info, such as 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
Set utilization rates for each individual 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