Help Onboarding Monday

We are looking for a expert who can help us onboard the project management functionality of the software for our business. The following is an overview of our company and our wish list.

Our Company:

We are a small residential Landscape Architecture firm in Jupiter, FL.
We have 3 onsite landscape architects.
We have 4 fulltime remote landscape architects in the Philippines.

Our Projects:

We average 50+ active design projects at any time.
Our projects are typically active for 1-4 months on average.
We create 4-6 work orders to our team in the Philippines each day.

Our Monday.Com Wish List:

-Create Project Boards From Our Current Work Order Spreadsheet- We are currently using a spreadsheet to manage our projects. We have our work flow / project tasks, etc. outlined on this spreadsheet. We want to use it as our foundation for creating our project boards in Monday.

-Time Tracking- We need to be able to accurately track / enter time for each person working on a project.
Do we use an app like Harvest or other to track time on our boards so we can easily
produce reports as well?

-Time Reports- We need to be able to easily run time reports on projects and determine if we are on budget or over our time budget.

-Timesheets- Create weekly time sheets showing which projects and how much time each team member has used on each project.

-Payroll Report- Use the timesheets to run payroll for our team.

-Work Orders- We need to be able to easily create work orders for all members of our team to move projects along from task to task.
I assume these work orders are going to be activities or sub activities….

-Team Member Work Order List- We need for our team members to easily log into Monday and see their list of work orders for the day so they know what they need to be working on.

-Automated Work Orders- The ability to create automated work orders when a particular task is completed.

-Project Budget Reports- The ability to set a time / financial budget for a project and run a report at any time to see our profit / loss on a project.

-Resourcing- The ability to maximize our labor resources by knowing how many hours we have for our active projects and assigning those hours to our team members.

-Track Revisions- We need to be able to track the number of revisions required to complete a work order. Our goal is to have all work orders completed in one session. If they require an additional revision we need to be able to track that revision.

-Leverage Planned vs Actual-Use this functionality for both timeline and hours of production.


Hi @MHudson - welcome to the community!

We would love the opportunity to discuss your business and how we can be of assistance to get you up and running on with the perfect solution.

A little about us, we are a certified implementation partner and have been helping customers in a variety of industries get up and running and also optimize their current solutions. Everything we do is monday! Each of our Llamas are skilled in Development, Analysis, Project Management and Training.

We like to start with a complementary discovery session to go through your requirements, but also to ensure we are the best possible fit. If you would like to continue you can book your preferred time here: Book A Discovery Session - Green Llamas Consulting

Thanks Matt, looking forward to hearing from you.

Hi @MHudson :wave:

Welcome to the community!

upstream can help. We are Platinum Partners, Preferred Partners and APAC Partner of the Year for 2020. Based in Australia, we have a global staff network encompassing dedicated teams.

You’ll have access to our Solutions Engineers as well as our full stack Development Team who specialize in integrations and custom requirements. We have extensive experience in project management within the platform, as well as time tracking and reporting requirements in support of and connection to projects.

Please feel free to return by email directly via alternatively you can book straight into my calendar for a meeting using the below link. I would be very interested to meet with you and better understand your objectives at each level.

international clients - special hours

Kind regards,
Peta - upstream

Hey @MHudson and welcome to the community forums! Thank you for this detailed breakdown. As you can already see there are a lot of partners on the community who are capable of assisting you, and I would like to introduce you to the team at CarbonWeb.

We are a Channel Partner with monday and specialize in custom solutions and stand-alone suites. Our component-by-component process allows for flexibility and creativity throughout the project while breaking everything down into manageable chunks.

Our team has been able to work with companies such as yourself to great success, even creating stand alone apps for team members that have to work and report on jobs while in the field.

I would appreciate the chance to connect with you so that we can discuss some of these projects and see how you could best leverage our team.

Please grab a time with me here if you wish to connect: Consultation - Ricky

Good luck as you produce your ideal environment!

Best regards,

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email :