Managing multiple projects and portfolios in monday.com: Best strategies for 2026
We have a portfolio of 15+ concurrent projects across marketing, product, and operations teams. I've tried using separate boards but can't get a clear portfolio-level view. What's the best way to structure this in monday.com? Should I use a main portfolio board with linked items?
3 Answers
The best approach is a hub-and-spoke model. Create one portfolio board that serves as your 'hub' with all high-level projects as items. Then link each item to its respective project board using the Connect Boards column. This gives you a master view while keeping individual project boards granular. Add columns for status, budget, and key milestones at the portfolio level. Use the Dashboard with the Portfolio Overview widget to see cross-board data. We manage 22 projects this way and it's been a game-changer.
We use the Workload view at the portfolio level to see capacity across all projects. Combined with the Timeline column linking to subitems, it gives us real-time visibility into resource allocation. The key is setting up consistent status labels across all boards so your portfolio dashboard aggregates correctly.
Consider using monday.com's new Portfolio feature if you're on Enterprise. It allows you to group related boards and see unified timelines. However, the manual hub-and-spoke approach works fine on Standard and Pro plans and gives you more customization.