monday.com is a cloud-based work management platform that helps plan, coordinate, and track tasks and projects, called boards.
With OnePlan, organizations can bridge strategic planning with work being managed in monday.com. Initiatives, programs, and projects defined in OnePlan can be aligned with and executed through monday.com, enabling full visibility, strategic alignment, and better portfolio-level control.
Use Cases
The monday.com integration has the following use cases:
Visibility into Execution Across Teams
- Use Case: Portfolio managers need visibility in OnePlan into project execution tracked in monday.com by operations, IT, or creative teams.
- Value: Provides leadership a single view of status without requiring teams to switch tools or duplicate updates.
Strategic Initiative Tracking
- Use Case: Tasks and boards in monday.com are connected to strategic initiatives in OnePlan.
- Value: Ensures that work aligns to business priorities and allows for better outcome tracking.
Cross-Team Resource Allocation
- Use Case: Resource assignments in monday.com are synced to OnePlan to assess workloads across projects and teams.
- Value: Enhances planning accuracy, avoids burnout, and informs staffing decisions across portfolios.
Forecasting Future Resource Needs
- Use Case: Upcoming monday.com tasks with due dates are used in OnePlan to forecast team and skillset demands.
- Value: Enables HR and PMOs to proactively manage capacity based on real work pipelines.
Budget vs Actual Tracking
- Use Case: OnePlan tracks planned vs actual costs for projects executed in monday.com.
- Value: Provides cost insights for finance teams and supports better budget accountability.
Unified Reporting and Dashboards
- Use Case: monday.com data is integrated with other work management systems (e.g., Microsoft Planner, Jira, Trello) in OnePlan dashboards.
- Value: Delivers comprehensive insights across portfolios, regardless of where teams execute work.
Features
The monday.com integration supports the following features:
- Create OnePlan plans from monday.com boards.
- Connect existing OnePlan plans to existing monday.com boards.
- Update OnePlan tasks from monday.com tasks.
- Create and update monday.com tasks from OnePlan.
- Synchronize custom fields and dropdowns.
- Manual data import/export (plan by plan).
- Automatic data sync via scheduled jobs.
- Filter what data to sync.
- Choose from different OneConnect subscription levels to match your needs.
Setup Requirements
To set up the monday.com integration, you’ll need:
- A licensed monday.com user account for the integration.
- A personal API token (PAT) for API access.
Setup
To configure the integration, refer to the monday.com Integration Setup page.
Next Steps
After installing the integration:
- Configure field mappings and schedule sync jobs
- Load data from monday.com into OnePlan (monday.com boards become OnePlan plans).
- Build portfolios from the integrated plans.
Mind the Gap
Known limitations of the integration:
- Boards cannot be created in monday.com from OnePlan.
- monday.com supports only 1 level of item hierarchy on the task level.
- monday.com does not support custom fields on the group level.
- Only Finish-to-start task dependencies are supported.
- Only monday.com groups with tasks are added to OnePlan.
- monday.com does not have a centralized custom field configuration, templates must be used for field mapping.
- Multi select choice fields cannot be updated in OnePlan.
Good to Know
Check out our best practices article for tips on optimizing the integration.
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