Getting Started

Here for the first time? See how Monograph can help, from creating a project to managing your timesheets.

12 articles in this collection
Written by Robert Yuen and George

How to Import your Data into Monograph

We accept any export from any project management software including Harvest, Deltek Ajera, BQE Core, Excel, Google Sheets and more.

Written by George
Updated over a week ago

How to set up Monograph for your firm

Getting started in easy steps

Written by George
Updated over a week ago

How to create a project

Setting your budget, phases, rates, and team

Written by Robert Yuen
Updated over a week ago

Are there any setup fees?

Are there any setup fees to help import our current project load into Monograph?

Written by George
Updated over a week ago

Browser Support

What browsers does Monograph support?

Written by George
Updated over a week ago

Settings

Currency Support

How do I change the currency?

Written by George
Updated over a week ago

Setting billable rates

Create roles and templates for hourly rates

Written by Robert Yuen
Updated over a week ago

How to create billable or non-billable time entries using Activities

A step by step walkthrough on how to create billable and non-billable time entries using activities in Monograph.

Written by George
Updated over a week ago

How to create an overhead category?

Need to customize your overhead categories? See this.

Written by George
Updated over a week ago

Creating Categories and Phases

Need more categories and phases?

Written by Robert Yuen
Updated over a week ago

Controlling Policies

Create custom permission for each person on your dashboard.

Written by Robert Yuen
Updated over a week ago

How do I change my Organization Name?

Looking to change the firm name - easy!

Written by Robert Yuen
Updated over a week ago