When I need to create multiple portfolios in a workspace, I need to have the same columns and workflows, so that I can move projects between boards without losing data.
Request
Ability to duplicate portfolio structure just like how we can duplicate board structures.
Use case
I would like to move my completed projects to a completed portfolio, instead of archiving the project. I still need all the data for a few months just in case.
Instead of recreating all the columns which could be 20+ columns, I would like to be able to just duplicate the columns from the original portfolio.
I have the same use-case. I am looking to archive completed projects to keep within the limitations of board connections, in addition to using the same portfolio structure across a variety of project portfolios.
At the moment it looks like the only option is to manually create every portfolio and set the structure up side-by-side without being able to duplicate the board to connect new / different projects to.
Need this to avoid wasting time. Need to be able to make a reusable Portfolio Template. Enterprise PPMs need this! I need to scale fast, it took me a long time to create this, need to recreate in multiple workspaces.
What about creating of the portfolio in UI and use monday API and integration platform (make.com or Integray) to build the portfolio exactly as the original?
That is plausible, yet not every user of Monday.com knows how to use APIs. One of Monday.com’s strengths is it is simple and accessible to many people of different skill sets.
I was looking for an easy was to do the same thing, with no luck.
The fastest way I found to copy the portfolio manually was to use the Mapping Column Dialog Box when Moving a Project between boards to do majority of the work for me.
When you move a project from one portfolio to another, it will try to match up columns so that the data is not lost. When a column is missing in the portfolio you are moving the project to, it will ask you to ‘select the correct column from a dropdown’ or ‘create new column’. When you select create new, it will create the column in the new portfolio with the same name and with all the same data (eg. all custom status’s or labels will be maintained).
This process means you won’t have to go through manually creating each column one by one and recreating all your custom status’s. Here are the steps I took:
Create a new portfolio in your workspace using a standard template and name it (eg. Completed Projects)
Go into the new portfolio and Delete any columns that are not needed. You won’t be able to delete the critical columns: Owner, Project Health, Project Progress, Planned Timeline and Actual Timeline, but you can rename these to match your existing portfolio.
Go into your old portfolio that you want to copy, and click the 3 dots to the left of any project you want to move into the new portfolio. Select Move To > Move to Board. Then select the new portfolio you just created.
A dialog box will appear where you need to map columns to the correct location.
Go through each column and on the destination dropdown box, select ‘Add as a new column’.
This will create the column that matches the same settings as you original portfolio.
Once that’s complete, Click the button at the bottom ‘Move Item’.
Now you will have a portfolio with all the same columns. For me with a portfolio of over 50 columns, this probably cut down the time required by over an hour I’d guess.
Note: You will still have to recreate any extra views, and you may need to rearrange some of the columns to match the correct order.
