Hello,
we are already using Monday.com for project & portfolio management, but it is a struggle that Monday.com doesn’t have a status report function that is more than just different graphs. We want to have data in Monday.com that we can pull into reports to help drive adoption. Graphs just don’t tell the whole story.
We have a reporting format that is used in a fortnightly PMO meeting that we wanted to replicate. I thought I had hit on a way to do this using sub-items of projects in a portfolio, and text field columns that would be for function owners to populate their report data. And then I would pull that into a table in a Workdoc using the live connect function. Then once each PMO meeting is past I could create a PDF of the Workdoc, and save that as history. I would perhaps also create an automation to save the content of the text field updates as sub-item updates for history on the sub-item. So that way when the next report time came it would be OK to have the text fields over written.
Example of the sub items in the Portfolio with columns of desired data:
And Example PPT format I was trying to replicate in a Workdoc using a table and live data connections to the above noted sub-items.
And then I found out that Sub-items do not have as much functionality as primary items. You cannot interact with them in Workdocs with the live data connection. And I am back to square one. We could keep doing this just in a PPT, but I was really hoping to drive more people to Monday.com and showcase it as part of these regular PMO meetings.
Is anyone aware of how I could either do this with the API, or an app or integration that would do this - allow me to fully interact with sub-items so I can use them to gather written status reports for presentation in a meeting. Thanks!