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.

Note: Portfolio solutions are only available on Enterprise plans.

Mutations

Create a portfolio board

Required scope: boards:write

The create_portfolio mutation enables you to create a new portfolio board via the API. It returns the CreatePortfolioResult type which allows you to specify what fields to query when you run it.

This mutation is 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.