Check out the recording of our monday portfolio community session with Ran, senior product manager on the monday portfolio team. In this webinar, you will discover how the new portfolio solution can help you keep your finger on the pulse of every project, ensuring nothing slips through the cracks.
In this session, Ran delves into: The why: The driving force behind the creation of our Portfolio Solution. The needs: How it addresses common pain points in project management The features: A walkthrough of the functionalities designed to empower managers.
Questions about monday portfolio solurion? comment below ā
Do you have an estimated date on when this will be available for Pro licenses? We are starting a core conversion and this solution will help greatly in our project organization. Thanks! Melinda
I would also appreciate knowing this. It has happened in the past when Monday announces it will roll out a feature (such as Workflow builder) and it gets users excited, but then that feature takes a while to roll out. If Monday uses its own product, it should have an estimated timeline of when the feature will be rolled out! Please share these estimates with us. We understand they are only estimates. This Portfolio feature could really change the way I am building my workspaces, boards, and dashboards, but if it is going to be 2025 before Pro users can access this, I will move on for now and keep doing what Iām doing. However, if it is going to be one month, I would probably delay making changes to the structure of my boards for this feature to be available. I hope that makes sense to you and the Monday team. Thanks.
Very interesting.
Is there a way to connect simple boards to the portfolio ?
Projects are new level and using portfolio looks like boards would like useless.
Thanks
Hi, The Portfolio is a powerful tool indeed to manage projects. However, the 1000 items limit (Pro license) is far from supporting the real Project Management needs. This tool is not useful in a multi-project environment, as each complex project might have few Hundreds Items/Subitems. Taking into account that each PM is managing like 10-15 running projects simultaneously, that limit become a real showstopper to work with the Portfolio.
I would appreciate to know if there is any workaround or intention to remove this limitation (or increase the item limit).
Best Regards
Israel Dadon
I believe they announced towards the end of last year that they were going to go from 10,000 items per board to 100,000. But I havenāt seen the release yet. https://elevate2023.monday.com/
But, I am disappointed that the structure is completely limited to a one board per project way of thinking.
Our team follow the Scrum method, where tasks from several different projects coexist within the same Sprint Plan board (with each task connecting to different high-level projects/Epics contained within a separate Product Backlog board).
We do not have one board per project, as we need to be able to group all active tasks per sprint and prioritize tasks from different projects within the same board - similar to how mondayās own Dev product is structured.
So, for us this solution is completely incompatible.
We will likely never be able to draw any benefits from the snapshot and portfolio overview functionality - which is disappointing, as top-down visibility really is the main thing we are lacking with monday.
Usually you would have - while having different boards for the Scrum process - an overarching Product Backlog Board which could be used as a reference for the project.
Sure, if you have separate backlog boards for each project. But even then that wouldnāt really give you the whole picture of a projectās progressā¦ or maybe it would, I donāt know. I would have to experiment with the portfolio feature to really understand it.
I emailed customer support and learned that āWhile we will not be able to provide this functionality to Pro Plans at this time nor [do] we have an ETA if this will be available for that tier, our product team is eager for this kind of feedback to include in their discussions for future improvement.ā
I donāt know why I bothered to watch a video for an enterprise solution that would be āavailable for other laterā per the video, but that may never be offered to pro users, nor why it took so long and so much effort to get the question answered.
Sorry for the delay here. As of now it is being gradually rolled out to enterprise accounts and as the feedback rolls in we are making adjustments to the solution. I will speak with the team and see if I can get more details about the expected development . When developing new features our team needs to make difficult decision and trade-offs. I will try to get more information and clarity around this!
Hey Guillaume! Ran here from the product team. Thanks for commenting. Yes, there is a way to connect simple boards to the portfolio. Just search for the name of the board within the portfolio and you would be able to connect it
