Migrate your Monograph data
Practice operations platform built for architecture and engineering firms, combining project management, time tracking, and billing in one visual workspace.
In its favor
Why people choose Monograph
The signal that keeps Monograph on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Monograph combines project planning, time tracking, and invoicing into a single platform, eliminating the need to manually sync data between separate tools — a frequent pain point for AEC firms.
The visual display of project information (Gantt views, staffing boards) lets project managers and principals see project health at a glance without exporting reports.
Architecture and engineering firms report significantly higher revenue per employee (21% average) after switching, driven by efficiency gains in utilization and billing accuracy.
The user interface is substantially simpler than legacy tools like Deltek Vision or Unanet, making it more likely that project managers will actively use the system rather than reverting to spreadsheets.
Client-facing portal access means clients can view project progress directly, reducing status-update email chains for project managers.
Monograph's workflow model is designed around traditional architectural project processes and does not accommodate one-off billing scenarios like interior design cost-of-goods invoicing, forcing firms to use workarounds.
The initial setup and data migration of in-progress projects took firms a year or more to fully absorb, with projects mid-completion creating particular complexity during the transition period.
Reporting functionality is described as basic by some users, with data discrepancies reported in aggregate reporting views compared to source-of-record timesheet data.
The platform only integrates with QuickBooks Online natively, limiting firms that use other accounting software to manual data entry or third-party middleware.
Reasons to switch
Why people leave Monograph
The recurring reasons buyers give for replacing Monograph. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Monograph fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Monograph pricing overview
Monograph uses seat-based pricing that scales with firm size. Entry starts at $25/month billed annually, with the published range reaching $490/month for larger firms. The vendor requires direct contact for firm-specific quotes and plan customization.
Starter
Tier 1 of 3
$25/month (billed annually)
What's included
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What gets migrated
Monograph object support
Object-by-object support for Monograph migrations. Per-pair details surface during scoping.
Projects
Fully supportedProjects are the central object in Monograph, containing budgets, timelines, staff assignments, and linked timesheet and invoice records. We preserve the full project hierarchy, phase structure, and status at migration time.
Timesheets
Fully supportedTimesheets are the most exportable object in Monograph — the platform natively supports exporting organization-wide timesheet data. We pull all time entries, billable/non-billable flags, and associate them with their originating projects and staff members.
Invoices
Mapping requiredInvoices are generated from unbilled time entries and linked to Projects and Clients. We migrate invoice headers, line items, payment status, and write-off records. Note: write-off decisions are tracked separately and must be explicitly preserved to maintain accurate historical billing totals.
Clients
Fully supportedClients have a dedicated portal view in Monograph. We migrate client contact records, company associations, and the client-project linkage. Client portal access settings are preserved as a custom property in the destination system.
Staff/Team Members
Fully supportedStaff records include role assignments (Principal, Project Manager, Staff), hourly rates, and PTO balances. We map staff to the destination system's user objects and preserve role-based access configurations.
Budgets
Mapping requiredProject budgets are stored as structured financial targets tied to phases or cost codes. We migrate budget values and their phase associations; any over-budget flags or budget amendment history is preserved as a custom field in the destination system.
Workflows
Mapping requiredWorkflows in Monograph automate repetitive project tasks. We extract workflow definitions and their trigger conditions, mapping them to the destination system's equivalent automation or workflow rules where schema differences require manual review.
PTO/Leave Requests
Mapping requiredMonograph tracks vacation and leave requests as a distinct object. We migrate PTO balances and leave request records, noting that balance calculations at migration time may require adjustment in the destination system.
Weekly Pulse
Not in this platformWeekly Pulse is a digest summary feature (released Summer 2025) that aggregates staffing, budget, and timeline changes into a weekly snapshot. These are ephemeral summary records and are not exported as discrete data objects.
Custom Fields
Mapping requiredMonograph supports custom fields on Projects and possibly other objects. We map custom field values to the destination system's corresponding custom properties, flagging any fields without a direct equivalent for manual review.
| Object | Support | Notes |
|---|---|---|
| Projects | Fully supported | Projects are the central object in Monograph, containing budgets, timelines, staff assignments, and linked timesheet and invoice records. We preserve the full project hierarchy, phase structure, and status at migration time. |
| Timesheets | Fully supported | Timesheets are the most exportable object in Monograph — the platform natively supports exporting organization-wide timesheet data. We pull all time entries, billable/non-billable flags, and associate them with their originating projects and staff members. |
| Invoices | Mapping required | Invoices are generated from unbilled time entries and linked to Projects and Clients. We migrate invoice headers, line items, payment status, and write-off records. Note: write-off decisions are tracked separately and must be explicitly preserved to maintain accurate historical billing totals. |
| Clients | Fully supported | Clients have a dedicated portal view in Monograph. We migrate client contact records, company associations, and the client-project linkage. Client portal access settings are preserved as a custom property in the destination system. |
| Staff/Team Members | Fully supported | Staff records include role assignments (Principal, Project Manager, Staff), hourly rates, and PTO balances. We map staff to the destination system's user objects and preserve role-based access configurations. |
| Budgets | Mapping required | Project budgets are stored as structured financial targets tied to phases or cost codes. We migrate budget values and their phase associations; any over-budget flags or budget amendment history is preserved as a custom field in the destination system. |
| Workflows | Mapping required | Workflows in Monograph automate repetitive project tasks. We extract workflow definitions and their trigger conditions, mapping them to the destination system's equivalent automation or workflow rules where schema differences require manual review. |
| PTO/Leave Requests | Mapping required | Monograph tracks vacation and leave requests as a distinct object. We migrate PTO balances and leave request records, noting that balance calculations at migration time may require adjustment in the destination system. |
| Weekly Pulse | Not in this platform | Weekly Pulse is a digest summary feature (released Summer 2025) that aggregates staffing, budget, and timeline changes into a weekly snapshot. These are ephemeral summary records and are not exported as discrete data objects. |
| Custom Fields | Mapping required | Monograph supports custom fields on Projects and possibly other objects. We map custom field values to the destination system's corresponding custom properties, flagging any fields without a direct equivalent for manual review. |
Gotchas
What to watch for in Monograph migrations
Issues we've hit on past Monograph migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
PDF export is restricted to single-page project summaries
In-progress projects at migration time require special handling
Write-off records must be explicitly preserved for billing accuracy
Seat-based pricing means firm size affects plan cost
PTO balances are tracked in Monograph but may not transfer as live balances
| Severity | Issue |
|---|---|
| High | PDF export is restricted to single-page project summaries |
| High | In-progress projects at migration time require special handling |
| Medium | Write-off records must be explicitly preserved for billing accuracy |
| Medium | Seat-based pricing means firm size affects plan cost |
| Low | PTO balances are tracked in Monograph but may not transfer as live balances |
Leaving Monograph?
Where Monograph customers move next
5 destinations Monograph can migrate to.
How a Monograph migration works
Four steps, Monograph-specific
Connect
Not publicly documented into Monograph. Scopes limited to read-only on the data we move.
Map
We translate Monograph-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Monograph quirks before production.
Migrate
Full migration with Monograph rate-limit handling. Rollback available throughout.
FAQ
Monograph migration FAQ
Answers to the questions buyers ask most during Monograph migration scoping. Not seeing yours? Book a call.
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Ready when you are
Migrate Monograph.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Monograph setup and destination — written quote back within a business day.