Portfolio Management

For monday.com · coming soon

One app for the whole portfolio, from the first request to the benefits it delivers.

Most organizations run their portfolio across separate tools: an intake form, a scoring spreadsheet, project plans, a status deck and a finance report that never quite agree. This app brings that work into monday.com as one connected structure, so every project can be traced to the program, portfolio and organizational goal it serves.

Coming soon for monday.com. Pricing will be published at launch. Questions in the meantime are welcome.

What it covers

Intake and prioritization

Requests come in through one front door and are scored against weighted criteria set for each portfolio.

Business cases

Staged business cases take a request from idea to approved investment, with the decision recorded at each stage.

Delivery

Project plans, RACI, communications, status reporting and change management for every approved project.

Time, budget and capacity

Time tracking, budget against actuals, and resource capacity shared across projects.

Programs, portfolios and goals

Projects roll up to programs, programs to portfolios, and portfolios to the organizational goals they serve.

Benefits realization

Expected return is recorded with the business case and tracked after delivery, so value is measured, not assumed.