How to Set Up a PMO in Monday.com | Monday.com Tutorial | PPM | Project Roll-Up Reporting

A properly built PMO is an ideal way to provide a streamlined process for your organization to track and approve new projects while seeing key metrics across all projects in real-time providing you with a portfolio-level view of all projects and metrics in real-time to make key decisions.
The purpose of a PMO or “Project Management Office” is to assist the organization to deliver projects in a strategic and efficient way by standardizing policies and following project management methodologies. Setting up a PMO for your organization can have many benefits including:
• The ability to submit projects for approval, and plan, track, and report on multiple projects in one place
• Gain a portfolio-level view of all projects and metrics in real-time
• Automatically be notified when new projects are submitted for approval
A PMO in Monday.com is a great way to provide a streamlined way for your organization to track and approve new projects while seeing key metrics across all projects in real-time. While Monday.com offers template sets to build the foundation of your PMO but you still need to follow best practices and customize the templates to follow the structure of your organization.
In this video, we will cover the core functionalities of a successful PMO and how to set up a PMO in Monday.com.
Highlights:
Start: 00:00
PMO Overview 3:14
Transition from Project to Operations 06:53
PMO Hierarchy 09:17
Gap Analysis 15:37
Implementation Process 16:13
Identify Roles 20:50
Template Center 28:51
Project Requests and Approvals 31:22
Project Board 37:12
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[@tristrambenson699]

Is it possible to attach a Project to the Project Board (Tasks) and to have this link automated? I.e. each section in the Project Board is dedicated to a Project in the Portfolio Management board?

[@echolocity]

There are several different approaches for this depending on the goal. We often use automations to create, and link/mirror items between boards automatically, but ideally there is a separate project list board and a dashboard that pulls from a boardgroup for filtered views across projects. Feel free to set up a meeting with us if you'd like to discuss you specific scenario!

[@BiztecLabs]

But no recurring tasks.

[@echolocity]

It is true Monday.com does not have recurring tasks. We find that - so far at least - there isn't one tool that does *all* the things. The key is finding the tool that has feature to match your priorities. Have you explored Asana? The Asana recurring task function is one of the best we've seen for that specific need. Let us know if you give it a try!