The monday.com portfolio solution provides a structure for managing projects at both a high-level and granular level. A solution is made up of two board types:

• Portfolio board: Connects multiple project boards to give a consolidated, interactive overview of all projects.
• Project board: Used for managing individual project details. Updates sync automatically to the portfolio board.

🚧 Portfolio solutions are only available on Enterprise plans.

Mutations

The API allows you to create and update portfolios using the following mutations.

Create a portfolio board

Required scope: boards:write

The create_portfolio mutation creates a new portfolio board via the API. It returns the CreatePortfolioResult type which allows you to specify which fields to return in the mutation response.

🚧 Only available for Enterprise plans

mutation {
  create_portfolio(
    boardName: "New Portfolio Board"
    boardPrivacy: "private"
    destinationWorkspaceId: 12345,
  ) {
    success
    message
    solution_live_version_id
  }
}

Arguments

You can use the following arguments to define the new portfolio board's characteristics.

Convert board to project

Required scope:boards:write

The convert_board_to_project mutation converts an existing board into a project board via the API. It returns the ConvertBoardToProjectResult type which allows you to specify which fields to return in the mutation response.

🚧 Only available for Enterprise plans

mutation {
  convert_board_to_project(
    input: {
      board_id: 1234567890
      column_mappings: {
        project_status: "status_column_id"
        project_owner: "person_column_id"
        project_timeline: "date_column_id"
      }
      callback_url: "https://your-callback-url.com"
    }
  )  {
    success
    message
    process_id
    projectId
  } 
}

Arguments

You can use the following argument to define which boards to convert.

Connect project to portfolio

Required scope: boards:write

The connect_project_to_portfolio mutation connects an existing project board to a portfolio board via the API by creating a linked item in the portfolio. It returns the ConnectProjectResult type which allows you to specify which fields to return in the mutation response.

🚧 Only available for Enterprise plans

🚧

This mutation has an additional rate limit of 40 mutations per minute.

mutation {
  connect_project_to_portfolio(
    projectBoardId: 1234567890
    portfolioBoardId: 9876543210
  ) {
    portfolio_item_id 
    message
    success
  }
}

Arguments

You can use the following arguments to define which boards to connect.