Keep monday.com. Add the portfolio layer above the boards.

Teams love monday.com because they can shape it to the way they already work. That is exactly why no two boards are comparable, and why nothing above the board level — programs, capacity, cost, benefit, risk — has anywhere to live. PPM Express reads your boards into one enterprise portfolio and leaves every team to work the way it chose.

No migration, no board rebuild, no extra seats for people who only want to read — and no lock-in: monday.com sits alongside Jira, Azure DevOps, Microsoft Project, Planner and Smartsheet in the same portfolio.

PPM Express portfolio dashboard built from Azure DevOps data
Microsoft logo
Customer logos: Microsoft and Bob Evans Farms
Customer logos: Evoqua Water Technologies and Fortescue
Customer logos: Evoqua Water Technologies and Fortescue
Customer logos: AHEAD and Hendrix Genetics
Customer logos: AHEAD and Hendrix Genetics
Customer logos: Sonesta and Green Thumb Industries
Customer logos: Sonesta and Green Thumb Industries
Customer logos: Nicolet National Bank and Messer
Customer logos: Nicolet National Bank and Messer
Customer logos: DHL and imec
Customer logos: DHL and imec

Every board is built differently. That is the appeal, and the problem.

A board is quick to build and shaped to one team, which is why monday.com spreads so fast. It also means the marketing board, the IT board and the operations board share almost nothing: different columns, different statuses, different definitions of done. Ask what the organization is delivering and there is no honest way to add them up — so somebody builds a summary board by hand, and it is wrong within a week.

Nothing is comparable across boards

Each team invents its own columns, statuses and rules. Thirty boards produce thirty answers and never one portfolio, because there is no shared definition to roll them up against.

Everyone who wants to look needs a seat

Executives, sponsors and finance partners only ever read. Giving each of them a paid seat to view boards they will never edit is how a work management bill quietly becomes a portfolio-sized one.

No capacity, no cost, no risk register

A board shows who an item is assigned to, not whether that person has any time. There is no budget against a benefit, and no register where a risk gets an owner and a date.

A portfolio layer that leaves every board exactly as it is

PPM Express reads monday.com work data only — boards, groups and items with their owners, dates and status. No column is added, no automation is touched and no team is asked to restructure a board that already works for them. Identity runs through Microsoft 365 or Okta SSO, so nobody manages another credential.

Supported

monday.com boards, groups and items. Connect as many boards as the portfolio needs and leave the rest to the teams.

Never accessed

Your board structure. Nothing is written back, no column is created and no automation is changed by the connection.

Identity

Microsoft 365 or Okta SSO, with central user management and granular permissions.

The plan

Three steps, and none of them change how your teams work.

1. Connect the boards that represent real initiatives

monday.com spreads by design — any team can spin up a board. Choose the ones that represent funded work and leave the rest alone. Connecting takes minutes and changes nothing your teams see.

2. Give boards a structure they can be compared in

Map each connected board to an initiative inside a portfolio or program, and attach what a board cannot hold: budget and forecast, benefits, strategic score, risks and issues, and the people who have to deliver it. The teams keep their own columns; the portfolio gets one vocabulary.

3. Run the portfolio without changing how anyone works

Prioritise, fund and sequence in PPM Express, and test the result against the capacity you actually have. Your teams carry on in monday.com and never see the machinery above them.

Leadership sees a portfolio, not thirty boards

Connected boards become initiatives inside portfolios and programs, described in the same terms whichever team built them. Every initiative carries its status, timeline, budget, capacity and risk in the same row, so a portfolio review reads as one table instead of a tour of everyone else’s workspace.

One vocabulary above many board designs

Portfolios, programs and initiatives above boards that never agreed on a column name.

One row per initiative

Status, dates, budget, forecast, benefits, capacity and risk, lined up so initiatives can be compared rather than described.

Access for people who should not need a seat

Read-only access for executives, sponsors and finance partners — without buying each of them a monday.com seat to look at boards they will never edit.

Progress rolls up from the boards themselves

Progress is read from the items your teams are already moving across the board: owner, dates and status. Nobody fills in a status form, and the portfolio cannot drift from monday.com because it is not a copy of it.

Current, without anyone reporting

The roll-up reflects what the boards say now, not what a summary board said when someone last maintained it.

You are told when something moves

If dates or completion change after you have built an analysis, PPM Express shows exactly what changed and asks whether to take it, instead of absorbing it silently.

Status reports written from the data

AI-written summaries drawn from live plan data, so project leads stop writing updates about work the system can already see.

PPM Express project dashboard rolling up progress, key dates and task status from the connected delivery tool

One timeline across boards that never shared one

A board has its own timeline view; what it cannot show is the dependency between your board and someone else’s. PPM Express puts every connected board on one Gantt with the dependencies and milestones between them, so the portfolio has a timeline even though each team plans its own way.

Every connected board on one timeline

Initiatives and items on a single Gantt, with dependencies drawn between work that monday.com keeps in separate workspaces.

Milestones with owners and dates

Milestones, owners and due dates in one place, updated once and reflected everywhere.

Roadmaps that survive re-planning

Built from live plan data, so when the work moves the roadmap moves with it instead of being redrawn.

The capacity, cost and risk layer monday.com does not have

An owner column tells you who is responsible, not whether they are already committed elsewhere. PPM Express adds resource capacity and utilization, budgets and forecasts, benefits, and a risk and issue register on top of the boards you already run — without asking anyone to record any of it twice.

Resource capacity and utilization

Allocate people to initiatives in hours or percentage FTE, and read the pool as a table or a histogram before anything is committed.

Budgets, forecasts and benefits

Cost and forecast per initiative, tracked against the benefit it was funded to deliver — the conversation Planner cannot have.

Risks and issues with an owner

A register per initiative, rolled up to the portfolio, so problems are visible before they are history.

Enterprise reporting across monday.com and everything else

Work managed in monday.com is reported next to everything else the enterprise delivers. Where other teams run Jira, Azure DevOps, Microsoft Project, Planner or Smartsheet, those roll into the same portfolio and the same reports — nobody migrates, and no team is told to abandon the tool that suits it.

200+ Power BI reports

Portfolio and project health, risks, issues, costs and capacity, ready to use rather than waiting to be built.

One portfolio across six tool families

monday.com alongside Jira, Azure DevOps, Microsoft Project, Planner and Smartsheet.

Decision-ready dashboards

For executives, sponsors and external stakeholders — the same numbers, without a rebuild for each audience.

Simple to connect. Nothing to migrate. Nothing to lock you in.

Adding a portfolio layer usually means replacing the tool people like, or rebuilding every board to a template nobody asked for. This does neither. monday.com keeps running exactly as it does today, PPM Express reads from it, and if a team later moves to Jira, Microsoft Project or anything else on the list, the portfolio does not change — only the connection behind it does.

One-way: monday.com into the portfolio

Boards, groups and items are read into PPM Express and nothing is written back. monday.com stays the single source of truth for the work, and the portfolio layer observes rather than intervenes — which is also the shortest path through a security review.

Nothing changes inside monday.com

No new column, no automation to rewire, no template forced on a team that already has one that works. If you disconnect tomorrow, every board is exactly as you left it.

You choose which boards join the portfolio

Any team can create a board, so not every board deserves a place in the portfolio. Promote the ones that represent funded initiatives and leave the rest to the teams.

What the connection uses

Board data only: boards, groups and items with their owners, dates and status. Nothing is written back to monday.com, and no column or automation is altered by the connection.

Security & Trust

PPM Express security overview: EU and US data residency, GDPR and CCPA compliance, SSO and SAML with Okta, audit logs, data isolation, encryption at rest and in transit, and role-based access control

Enterprise-grade security. And it only ever reads your boards.

PPM Express reads monday.com work data only — boards, groups and items with their owners, dates and status. Nothing is written back, no column is created and no automation is changed by the connection.

We offer US and EU data residency, full GDPR compliance, and custom DPAs to meet strict regulatory requirements. Need app availability in your region or country to meet data residency requirements? We can provide.

Microsoft 365 and Okta SSO ensure secure identity management, while centralized user management, advanced permissions, detailed audit logs and strict data isolation protect sensitive enterprise data.
Try PPM Express in Action
Arrow Right Icon

Light tools for the teams. Enterprise governance for the portfolio.

Enterprises rarely run on one tool, and they should not have to. PPM Express lets monday.com stay what teams chose it for — fast, flexible work management shaped to each team — while the portfolio above it carries programs, capacity, financials, risk and reporting at enterprise scale.

No migration project, no retraining, no vendor lock-in — and no argument with the teams about giving up a tool that works for them.

Keep the boards your teams built

Adoption is the hardest part of any PPM rollout. Nobody has to be persuaded to give up a board they designed themselves.

Gain what Planner never offered

Portfolio and program management, resource capacity, financials, benefits, risks and issues, and reporting leadership can read without a seat or an invitation.

Stay free to change your mind

If a team outgrows monday.com and moves to Jira or Microsoft Project, the portfolio stays put. Only the connection behind it changes.

What changes in the first quarter

Before

Boards cannot be added up

Leadership asks what is in flight and gets thirty different answers, or a summary board somebody maintains by hand.

Capacity, cost and risk live nowhere

Availability is guessed, budgets sit in a finance spreadsheet, and risks are remembered rather than recorded.

Visibility costs a seat per person

Every executive who wants to look is another paid seat on a tool they will never edit.

After

Every connected board sits in a portfolio

Leadership reads the portfolio directly, and the monthly assembly job disappears.

Capacity, cost and risk have a home

Availability is calculated, budgets and benefits are tracked per initiative, and risks have an owner and a date.

Nobody leaves monday.com

The only people who need a PPM Express account are the ones asking portfolio questions: the PMO, sponsors, finance partners and leadership. Delivery teams stay on their boards.

Learn More

Last updated 20 August 2026

What monday.com teams ask before connecting

Frequently asked questions

PPM for monday.com, answered.

Can monday.com be used for portfolio management?

Only up to a point. monday.com is work management: boards, groups and items shaped by each team. What it does not provide is a comparable level above the boards, resource capacity, budgets and benefits, or a risk register — so it cannot answer what the organization is delivering, what it costs or whether the people exist to deliver it. PPM Express adds that layer while the boards stay in monday.com.

Do we have to rebuild our boards or migrate off monday.com?

No. Boards keep their own columns, statuses and automations. PPM Express reads the boards you choose to connect and maps each one to an initiative in the portfolio, so comparability is created above the boards rather than imposed on them. If you disconnect later, monday.com is untouched.

Is the monday.com integration one-way or two-way?

One-way. Boards, groups and items are read into PPM Express and nothing is written back to monday.com. Your boards stay the single source of truth for the work, which keeps the connection simple to approve and impossible to disrupt.

Does this lock us into one tool?

The opposite. The portfolio layer is deliberately separate from the tool the work sits in, so different teams can use different tools and a team that outgrows Planner can move to Jira, Azure DevOps, Microsoft Project, Smartsheet or Monday.com without the portfolio being rebuilt. Only the connection behind it changes.

Do our executives need monday.com seats to see the portfolio?

No. People who only read — executives, sponsors, finance partners — work in PPM Express, not in monday.com. That matters at scale: a portfolio audience is usually far larger than the delivery teams, and paying per seat for read-only access to boards is how a work management bill turns into a portfolio-sized one.

What monday.com data does PPM Express use?

Board data only: boards, groups and items with their owners, dates and status. Nothing is written back, no column is created and no automation is changed. Identity runs through Microsoft 365 or Okta SSO.

Some teams use monday.com and others use Jira or Microsoft Project. Does that work?

That is the normal case, and it is a common reason enterprises adopt PPM Express. monday.com, Jira, Azure DevOps, Microsoft Project, Planner and Smartsheet are all supported connections and roll into one portfolio. No group of teams migrates, and nobody maintains a sync layer between tools purely to produce a leadership report.

Do our teams have to learn PPM Express?

No. The people doing the work stay on their boards and never open PPM Express. Accounts are for the people asking portfolio questions: the PMO, sponsors, finance partners and leadership. A portfolio tool that makes delivery teams maintain a second set of records is a portfolio tool holding stale data by the end of the quarter.

Any team can create a board. How do we stop the portfolio filling with noise?

You decide which boards are promoted into the portfolio. Boards a team runs for its own week stay where they are; the ones that represent funded initiatives are connected and given an owner, a budget and a place in a program. Board sprawl stays in monday.com, where it does no harm.

Does this work at enterprise scale?

Yes. PPM Express is used by enterprises running hundreds of initiatives across multiple portfolios, with delivery spread across monday.com and other tools. Leadership works from live progress, capacity, cost and risk, with reporting automated across every portfolio rather than assembled for each review.

Our boards say one thing and the summary board says another. Why?

Because the summary was built by hand at a point in time and the boards moved afterward. Reading the portfolio live from monday.com removes the gap. When dates or status change upstream after you have built an analysis, PPM Express shows you exactly what moved and asks whether to take it, rather than absorbing the change silently.

Related

Boards in one division, sheets in another — both roll into the same portfolio. Smartsheet portfolio management

Plans in Microsoft 365, covered by the same portfolio layer. Microsoft Planner portfolio management

Capacity across every board and every plan, calculated in one place. Resource capacity planning and utilization

Every system PPM Express connects to, and what each connection reads. All PPM Express integrations

Hosting, identity, permissions, and the data PPM Express never touches. Security and trust

Our Trial process is Fast and Simple as 1-2-3:

Step 01/
Discovery

Quick, 15-20 minutes call to understand your objectives, requirements, expectations.

Step 02/Demo

Personalized, 60-minutes demo of PPM Express to show how it can support your use cases.

Step 03/Trial / Pilot

30-day long, supervised FREE Trial / Pilot to experience PPM Express firsthand. + Free Onboarding
The PPM Express trial path in three steps: a short discovery call, a personalised demo, then a supervised 30-day pilot
What Our Clients Say
PPM Express transformed our approach to academic program management. Faculty collaboration improved dramatically, our accreditation processes are streamlined, and student success analytics help us identify at-risk students before they struggle."
Natalie Wellington
Higher Education
Director of Academic Programs
Arrow right
Arrow right
With PPM Express our customers have a clear view of what is my next key date and my next milestone, and with active automated alerts on key dates approaching we make them more aware continuously looking at what’s next.
Marc de Graaf
Head of PMO
100 hours Saved
per PM per year
250 Customers
use our software daily
EU & US residency
encrypted in transit and at rest, with SSO, audit logs and tenant isolation. No customer data used to train AI models.
100K+ Projects
managed on PPM Express Platform