Who can use this feature

Available on monday work management

Available on the Enterprise plan

Your portfolio keeps every project connected and synced, so each project is represented by a high-level item on your Portfolio board, and its most important details flow up automatically.

Every now and then, the connection between a high-level item and its project board can break. When it does, a warning icon appears next to the item. You can reconnect them yourself in just a few clicks, without needing to contact support.

This article explains why a project can become disconnected, how to spot it, and how to reconnect it to its high-level representation in your portfolio.

Why does a project become disconnected?

The Portfolio board gives you a high-level view of all your projects, while each project board holds the low-level details. Behind the scenes, the two are linked through the Connect Boards Column and Mirror Columns, so everything stays synced and aligned.

Occasionally, this link breaks, leaving a high-level item without its project board. This can happen for a number of reasons:

• A portfolio was deleted and later restored. The high-level items are restored, but some of their underlying projects may no longer be connected.
• A project was moved to, or connected with, a different portfolio.
• A project board was duplicated or moved between workspaces.
• A project was created from a template that did not automatically link back to the portfolio.

When a high-level item is disconnected, you can still view and manage its data directly on the Portfolio board. However, because it is no longer linked to a project board, changes will not sync between the two. Reconnecting restores that automatic sync.

How to tell a project is disconnected

Disconnected projects are easy to spot: an unlinked icon appears next to the item's name in your Portfolio board. Hovering over the icon confirms that the item is not connected to a project board.

Reconnect a project to your portfolio

Once you have found an item with an unlinked icon, reconnecting it takes three steps:

1 In your Portfolio board, locate the high-level item showing the unlinked icon.

2 Click the unlinked icon to open the connection window.

3 Search for the name of the project board you would like to connect, select it, and click Connect.

The unlinked icon disappears, and your high-level data, such as project progress, project health, and timelines, will sync between the project board and your portfolio once again.

Good to know

• Reconnecting a project does not change any of the data on the project board or the Portfolio board. It only restores the link between them.
• Each high-level item connects to a single project board. If more than one item shows an unlinked icon, simply repeat these steps for each one.

• You will need edit access to the project board you are connecting to in order to reconnect it to your portfolio.

   

FAQs

Why is there an unlinked icon next to a project in my monday.com portfolio?

The unlinked icon means the high-level item on your Portfolio board is no longer connected to its project board. This can happen when a portfolio is restored after deletion, a project is moved or duplicated, or a project is created from a template that did not link back automatically.

Will reconnecting a project overwrite my existing portfolio data?

No. Reconnecting only restores the link between the high-level item and the project board. It does not overwrite or delete any data on either board.

Why can't I find my project board in the monday.com reconnect search?

Only Enterprise project boards can be connected to a portfolio. If the board does not appear, verify that it is a project board and not a regular board. Project boards show three horizontal Gantt-style lines in the left pane, while regular boards show a single vertical line.

Can I reconnect multiple disconnected projects in my portfolio at once?

Each high-level item connects to a single project board and must be reconnected individually. If more than one item shows an unlinked icon, repeat the reconnect steps for each one.

Do I need special permissions to reconnect a project to a portfolio in monday.com?

Yes. You need edit access to the project board you are reconnecting in order to complete the process.