Between all of the deadlines, owners, shifting priorities, and everything else that goes into project management, managing multiple projects at once can get messy quickly! It’s no surprise that the most successful project managers are highly organized.
One of the most effective ways to handle a heavy project load is to lean on technology that is equipped with the right project management capabilities, such as monday.com. If you haven’t heard, monday.com has a project portfolio solution, which streamlines your workflows through customizable columns, settings, and views in one place. The portfolio solution is the one-stop-shop where project managers can collaborate and execute with confidence, while having easy access to quick reports across the organization. Essentially, the portfolio solution is comprised of two fully customizable components:
Just like most features in monday.com, the possibilities for customization are endless! You can decide if you want your portfolio to be visible to everyone on your team or private only to you and those you invite. After you’ve created your portfolio view, you can choose to create projects from scratch or select pre-existing boards to add to your portfolio. Remember, your portfolio allows you to see all of your projects in one place.
To add even more automation to your team’s process, you can create a Project Requests and Approvals board to fully manage the project intake, prioritization, and approval process, all in one place. Additionally, you can build out a Workform with key questions to jumpstart any project request.
One of the most impactful features of the portfolio solution is the Portfolio Health Snapshot. Project managers can tap into this view to quickly see the overall health and progression of their projects, including the percentage of completed tasks and the planned vs. actual timelines of each project. In addition, this view is fully interactive, allowing you to drill down into the details within any project and even make any changes directly from here.
Something to keep in mind - as long as your project is connected to a portfolio, you have access to the Overview Section at the top of your board, which shows you a helpful summary of your project's tasks! You can also easily change the health status of the entire project and can even add a quick description about the change. Having quick access to these features allows you to stay on top of your projects and communicate important changes to your entire team.
To watch a video walkthrough of the portfolio solution, click HERE. Are you ready to get started with building your portfolio? Reach out to our team today for a free consultation here: https://www.orangedotdigital.com/contact-us
