TIME
Monograph
Role in O4A
Monograph is a resource to monitor team workload, track hours and project fees. It is also used to streamline project invoicing.
Your Role
• Hours will need to be tracked regularly to ensure that reports and project health checks are accurate and current.
• For Vacation, Banked Time and Flex you must use “Request Time Off”. Holidays are added automatically.
Keep in mind, vacation requests must be done a month in advanced when taking over a week off. For a day-off request, a week will suffice.
• Monograph allows for an additional level of tracking hours under “Activity Lists”.
• Monograph uses phases and their scheduled dates to project hours for each team member.
• We invoice out of Monograph - having the schedules up to date will assist with projecting our cash flow; as schedules push back it affects our monthly billing.
Service Items
O4A
O4A Administration:
O4A Basic Services
O4A Basic Services (NB)
O4A Meeting (Office)
O4A Meeting (Site)
O4A Office Management (NB)
O4A Promotional (NB)
O4A Renderings
O4A Research
O4A RFP / RFQ (NB)
O4A Travel
*NB: Used for anything Nonbillable. E.g.. Monday Kick-Off, PD Meetings, Competitions, Office Cleanup, Office Socials/Team building
Architectural Intern
Programming
Site + Environmental Analysis
Schematic Design
Engineering Systems Integration
Building Code Analysis
Code Research
Envelope Detailing
Design Development
Construction Documents
Specifications + Materials Research
Document Checking + Coordination
Energy Literacy + Sustainability
Procurement + Contract Award
Construction Phase Office
Construction Phase Site
Management of the Project
Business / Practice Management (NB)
Invoicing
O4A Expenses
All expenses are to be emailed to "receipts@o4architecture.ca" so Elizabeth can process them. Please ensure to include the following for every expense:
Digital Receipt or scanned copy of the printed receipt (This is required for all expenses, otherwise we can not invoice to the client or provide it to our accountant for year end)
Project Name
Project Number
Advise if the expense is billable to the project
Advise if the expense is reimbursable (please use Mike's or Deacon’s credit card whenever possible to minimize reimbursable expenses)
Instagantt
Role in O4A
Currently for use as the primary means of project scheduling and tracking. Allows for:
Exports aesthetically for fee proposals
Very user friendly program
Allows you to establish a baseline for comparison
Monograph has certain features but not enough for us to use it as our primary scheduling tool.
How to
• Here is a tutorial to get your started: https://www.youtube.com/watch?v=tgfjd0hmXDM
• Here is a link to get you registered in our Office account