In this article, we will review how to import/link the Monday.com project to the PPM Express project. Also, we will review how to import Resources from Monday.com to PPM Express.
In this scenario, we consider that you are linking projects from Monday.com to PPM Express for the first time.
Linking PPM Express project to Monday.com
To link the PPM Express project to the Monday.com project perform the following:
1. Open the PPM Express project that you would like to link to the Monday.com project and press the Link Project button.
2. On the 'Link to Project' tab select the Monday.com option.
3. Open the Connection drop-down and select the 'Add new connection' option.
4. As you select the 'Add new connection' option, the 'Create connection' window will be opened. Please refer to the 'How to add Monay.com connection to PPM Express' article to add a connection.
5. When the connection is added, in the 'Select workspace' section, select the workspace from Monday.com that you would like to link to PPM Express.
Please note: If there aren't any boards in the workspace, such workspace will not be available in the list of workspaces.
Please note: If a board has any subitems, a separate board is created that contains only these board subitems. The board is called "Subitems of "Board name"" and can be imported/linked separately from the board itself.
This is a Monday.com API limitation, so in case you don't need to link a board that contains subitems only, please disregard such boards.
6. Select the required board from the workspace.
7. Click the 'Link board' button.
Project linking will start immediately.
Importing Projects from Monday.com
1. On the Projects page, open the Actions drop-down and choose the Import Projects option.
2. On the Import Projects to PPM Express page, choose the source system - Monday.com.
3. If you have the connection added, click on the connection name. If you do not have it added, click the Add new connection button. As the connection is added, you can import Monday.com projects to PPM Express.
4. On the next step, choose the projects from Monday.com you want to import into PPM Express by marking the corresponding checkboxes in the list.
Please note: By default PPM Express imports projects using their original names, but you may change the name of any project you import by clicking on its name in the Name in the PPM Express column. This new name will be displayed in PPM Express.
Please note: If a board has any subitems, a separate board is created that contains only these board subitems. The board is called "Subitems of "Board name"" and can be imported/linked separately from the board itself.
5. Click the Import button.
Depending on the amount of data to process, this operation may need some time. You can see the import progress on the progress tab above the selected Projects.
6. As soon as the project import is completed, you will see the Already linked status for the linked projects.
To exit the Import Projects screen, just click on the left part of the page outside the Import Project screen.
First, you will get to the step where you can add another Connection if required. After the first import operation is complete, you can select another account to import your projects from Monday.com.
Now open one of the projects we have just imported and navigate to the Schedule section either by clicking on the Schedule in the page navigation menu or by scrolling down the page.
This section includes four cards where you can quickly review the task statuses, progress, and summary. All the task numbers are clickable and open the Monday.com tasks page in PPM Express filtering out the tasks by the selected value.
You can review tasks synchronized from Monday.com on a separate Monday.com tasks page.
Importing Resources from Monday.com
In a very similar way, you can import your Resources from Monday.com to PPM Express.
Please note: Some of the resources in the list may have the Already linked status. These resources were assigned to the projects you have already imported and thus added to PPM Express automatically.
1. On the Resources page, open the Actions drop-down and choose the Import Resources option.
2. On the Import Resources to PPM Express page, choose the source system - Monday.com.
3. If the connection is added, click on its name. If the connection is not added, select the Add new connection option.
4. On the next step, select the Resources with Not linked status for import by checking their checkboxes. Click the Import button.
As the import process is completed, you will see the linked status next to the Resources selected for import.
To exit the Import Resources screen, just double-click on the left part of the page outside the Import Resources screen.
To see the assignments and the number of tasks currently assigned to each of them, navigate to the Team section of the Project. This section also shows tasks planned for this week and late tasks.
To manage your project, use the control panel in the upper right part of the project details page:
- Force sync project. This button allows manually synchronizing your project with the linked item at the source system. If it's grayed out, sync is currently in progress.
- Monday.com tasks button opens the Monday.com project in a browser.
- Link Project. Opens Configure connections menu for the current project allowing changing the linked item at the source system or unlinking the project completely.