Introducing monday portfolio (recording)

[raner (Ran)]

Hey Kiyla! The portfolio supports up to 200 connected projects in Enterprise

[rosaly (Rose @ Sayn)]

go to monday.labs when you press your icon on the top right and activate “Convert board to project” and then you’ll see this when they roll it:

[rosaly (Rose @ Sayn)]

Yeah I got mines I think yesterday

• I did already screw up one thing lol because I converted a complex board that I built to a project but right now they don’t have a way to revert it. The support team gave me a workaround where they said I would have to recreate the boards structure and then move it and then redo the automations. I just left it as is.

• Another thing I also noticed is once you link it to the board/project there’s no way of unlink or moving to another portfolio.

[Julietteb (Juliette)]

@melinda.miller

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

Hey Melinda, sorry for the delay here, at the moment portfolio management is available for Work Management enterprise accounts. As always if you have any feedback around new features or capabilities share them with us in our feature request page!

[Julietteb (Juliette)]

Hey everyone,

Thanks for all the feedback, questions and thoughts! If you want more info about monday portfolio, you can read this knowledge base article as well. As always if you have any feedback around new features or capabilities share them with us in our feature request page!