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Managing multiple projects getting overwhelming? In this video, I'll walk you through monday.com's newest enterprise features for portfolio management and capacity planning that will transform how you handle large-scale project oversight. What You'll Learn: ➡️ How to set up portfolio management for 200+ projects in one centralized view ➡️ Automatic project board connections that eliminate manual linking ➡️ Resource planning with placeholders for future team members ➡️ Capacity management across all projects and team members ➡️ Project health tracking with AI-powered risk analysis ➡️ Snapshot dashboard views for executive-level project oversight Perfect for: ✅ Project managers handling multiple complex projects ✅ Agency owners managing client work at scale ✅ Teams struggling with resource allocation and capacity planning ✅ Business leaders needing high-level project visibility ✅ Anyone ready to move beyond basic monday.com boards 🎯 Key Takeaway: Stop juggling individual project boards! With portfolio management, you get both the big picture view AND detailed project control in one seamless system. Key Features Covered: 🛠️ Portfolio boards with automatic project connections 🛠️ Resource planner with placeholder functionality 🛠️ Capacity manager for workload optimization 🛠️ Project health indicators and risk tracking 🛠️ Automatic dashboard creation with Gantt charts Ready to scale your project management? 📅 Book a free consultation: https://calendly.com/simpledaysolutions 🌐 Learn more: https://simpledaysolutions.com 📧 Questions? [email protected] Timestamps: 0:00 Introduction to Portfolio Management 0:29 Meet Tara - Certified monday.com Partner 0:49 Website Development Company Example 1:15 Portfolio Board Overview 2:00 Project Health Indicators 2:40 Creating New Projects with Templates 3:23 Automatic Board Connections 4:28 Project Health Features 5:21 Snapshot View Dashboard 6:42 Resource Planner Setup 7:49 Capacity Manager Overview 8:34 Managing Resources Across Projects 10:10 Automatic Dashboard Creation 10:59 AI Risk Analysis Features 11:26 Summary of Portfolio Features #mondaycom #projectmanagement #portfoliomanagement #capacityplanning #resourcemanagement #enterprisefeatures #mondaycomtutorial ================================================================================ 💥 Welcome to Simpleday! 💥 💡 Hit SUBSCRIBE to stay updated on more productivity and monday.com tips! ================================================================================ FREE RESOURCES 🎁 Newsletter: Get the latest intel, updates, and pro-tips on monday.com weekly -- straight to your inbox for free! Subscribe here: https://tinyurl.com/3hbf8czn 🎁 Free Consultation: Claim your free 30-minute consultation with me: https://calendly.com/simple-day/30-mi... 🎁 Free Workflow Checklist: Simplify your projects with the High Level & Low Level Workflow Setup Checklist. Download it here: https://simpledaysolutions.com/monday... ================================================================================ WORK WITH ME 💪 Let’s Chat: Book a free 30-minute consultation to discuss your needs and get personalized support. Schedule here: https://calendly.com/simple-day/30-mi... 💪 Start with monday.com: Begin your journey and unlock the full potential of monday.com. Get started here: https://tinyurl.com/monday-com 💪 Take the next step: master monday.com with a full on-demand course. 43 practical videos to teach you everything you need to build your perfect workflow. https://simpledaysolutions.com/on-dem... 💪 Build better boards, faster, with our custom templates. We've built 10+ monday.com templates to help businesses like yours get up and running faster. Get started now! https://simpledaysolutions.com/templa... ================================================================================ JOIN THIS CHANNEL 💥 Join this channel to get access to perks: / @mastering-monday KEEP IN TOUCH 🔗 LinkedIn: Connect with me on LinkedIn: / tara-horn-571858a 🔗 Website: Explore more resources on our website: https://simpledaysolutions.com/ ================================================================================ RELATED SEARCHES monday.com tutorial monday.com monday.com quick tutorial monday.com tutorial for beginners