Monday – Project Portfolio Management Template

Plan, track, and manage complex projects across multiple teams and departments. Streamline project requests and get a high-level view of your entire portfolio.

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Reaching all your centralized management goals and objectives has never been easier. With our intuitive advanced project management template, manage your individual projects, team members, strategic objectives, PPM tools, and optimize your team’s processes with the big picture materials they need to advance prospective customers.
Whether it’s case studies, resource allocation, risk management, or sales presentations and email templates, bring all of your management and project materials for your project team or external stakeholders together—in one, centralized workflow.
Stay up-to-date on the latest status updates of multiple projects as well as meeting outcomes, action items, or important client or customer notes in real-time.
Instantly share any type of file like white papers, images, and generate reports so it’s easy to both keep everyone in the loop while creating an information bank that new and seasoned employees and stakeholders can refer back to avoid wasted time and streamline communication with everyone involved.
This template was built to nicely house any and all project portfolio management tools that will help your sales team acquire customers and increase business. Since everything is in real-time, you can even use monday docs to make updates directly on documents created in the platform.
Visualize your data whichever way you see fit, from high-level dashboards to Kanban boards and colorful pie charts or timelines.
Easily track all your portfolio management processes and progress on the creation and final approval of potential projects, so no one is left guessing whether they have the most up to date materials. Notify multiple teams quickly when materials are ready or when important changes have been made, to keep everyone aligned anytime, anywhere.
Our dozens of integrations allow you to keep working with the tools you already use and love. Keep track of all your workspace, so multiple teams within your organization can access it, too.
The easy-to-use, visual interface lets any team member jump in and get started, no training required. Communicate with everyone, whether you’re working from your couch, on the road, or in the office. Share files, images, updates, and feedback in real-time, every time.