Project Status Summary In Portfolio

Description

Within the portfolio you can export the Project Status Summary as a PDF or a word document however, you can not schedule an export to take place. This would be a time saving feature. It is already available on dashboards outside of the portfolio umbrella.

What are you trying to achieve

Time saving when managing a large project with several project summaries within a portfolio.

Yeah, totally agree - not being able to schedule Portfolio → Project Status Summary exports is a big limitation, especially when you’re managing multiple projects and need regular updates.

If you need automated, scheduled reporting, you might want to check out Time in Status for monday.com. It lets you generate and schedule exports (PDF/Excel) across boards or projects, and send them automatically - super helpful when portfolio summaries can’t be scheduled natively.

Huge time-saver if you need recurring status snapshots without manually exporting every week. :rocket: