Can Monday.com handle our project planning?

Platform discussions Special workflows & use cases
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Hello! After a week of trying out Monday.com we still cannot determine if it can handle our needs. We don’t want to pump a bunch of money into a software only to find out that it’s not capable of delivering.
Can someone take a peek at what we hand in mind for overall general requirements and just let me know if it’s possible or not? If so, then we will probably need to hire a consultant to help!

Note- Were a full turnkey custom manufacturing shop

Workflow & Management Design

  1. Job Index Board has an item for each sold Project
  2. When a project on the Job Index board is 'Released to Production’ (status change) a new Project Specific Board is created from a template with pre-set tasks & dependencies
  3. The Project Specific Board will be the home for all the project tasks
  4. A High Level Job Progress Board will show ALL tasks across all the active Project Specific Boards including their dependencies
  5. Any Updates made items to either the roll up Job Progress board OR Project Specific board are reflected everywhere
  6. The Job Index can show summary progress of each Project

Happy to explain why we were aiming to do it this way if it helps

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Hi @frankp

We have been partnered with monday.com since 2017.

We specialise in helping teams maximise the power of their monday account, as well as building custom integrations, range of various workflows and app to make them even more powerful for any workflow.

Please do not hesitate to reach out and book in a session here.

It would be a pleasure to assist you and help you and your team achieve the most out of monday.com

Kind regards,
Cleopatra Luneburg
upstream

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Hi @frankp :wave:

Welcome to the Community!

Your workflow definitely sounds interesting! Whilst you may want to consider hiring one of our certified partners to help you implement your workflow and get up and running, here are a few pointers and ideas for each of the requirements you’ve mentioned.

Workflow & Management Design

  1. Job Index Board has an item for each sold Project

For this, you might like to consider using a high level board that will store all of the high level details of each project.
We do have an article on creating this kind of board here: What is a High-Level Board?

There’s also a nice Project Overview template here that you might like to utilise: Success stories | monday.com

  1. When a project on the Job Index board is 'Released to Production’ (status change) a new Project Specific Board is created from a template with pre-set tasks & dependencies

You can automatically create new boards from templates when a status changes with the following automation:

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When configuring the automation you will be able to select a template that the new board will be created with:

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You can read more on how to create a custom board template here: Does monday.com offer templates?

  1. The Project Specific Board will be the home for all the project tasks

For the Project Specific boards you could use a low level board, which can then be templated to use for all future projects.
You can read more on this here: What is a Low-Level Board?
This can be connected to the High level board using The Connect Boards Column and The Mirror Column.

  1. A High Level Job Progress Board will show ALL tasks across all the active Project Specific Boards including their dependencies

For this you might like to use a Dashboard.
Dashboards allow you to combine data from multiple boards in to one central place so that you can report on them.
Dashboards are made up of different widgets that can be customised to show only the most relevant data.
It is worth noting that there is limited support for dependencies in the Dashboards.

You can read obout this here: The Dashboards
One widget you might find particularly useful for your workflow is the Table Widget - The Table Widget

  1. Any Updates made items to either the roll up Job Progress board OR Project Specific board are reflected everywhere

This can be achieved using either using the aforementioned Connect Boards and Mirror Columns, or again via a Dashboard.
This will mostly depend on the exact information you’d like to have reflected.

  1. The Job Index can show summary progress of each Project

This can again be achieved within the High Level Board setup, or via a Dashboard!

I would recommend checking out all of the resources and exploring them within your account to see if they could work for you.

I hope this helps! Remember to mark as solved if this answers your question :grinning_face_with_smiling_eyes:

Best,

Dani

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Hi Frank,

I’d recommend speaking with some of the 3rd party partners. We did invest money into mdc, and found a number of issues we had not anticipated. This lead to us abandoning it, and just absorbing the yearly subscription cost. We are revisiting MDC, as one of our PMs is a fan. This time we are going to meet directly with 3rd party developers. I know it is an extra cost you might not have planned on, but I highly recommend it. Even with a 30 day trial, it took a few months before we really understood limitations of the system. Sometimes it was as minor ( and frustrating ) as having to go back into existing boards to manually edit the colors assigned to certain actions. Sometimes it was larger issues such as needing more granular control of user permissions. ( we work with a number of freelance / contractors - having to manage the access and cost of those accounts was a surprise ).

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Hi again @frankp :wave:

Just wanted to check in and see if any of the answers above were able to resolve your question?
If so, it would be great if you could mark the solution - this hugely helps other users who might be looking for the same thing!

If not, I’d love to learn more about what you’re looking for so that we can continue to assist!

Best,

Dani

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Hi again @frankp :wave:

I hope the answers in this thread are useful!
As we haven’t had any updates here, I’m going to go ahead and mark this thread as solved.
This means that the thread will close in 7 days time :slightly_smiling_face:

If you have any additional questions or you feel your original query wasn’t resolved, please feel free to let us know and we’ll be happy to continue to assist!

Best,

Dani

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