Field Mapping in PPM

it's crucial to map the PPM fields to the corresponding columns in your monday.com table. This ensures seamless data synchronization from monday.com to PPM. The app supports mapping for the main items.

Initial Setup

After installing PPM for the first time, a popup will appear prompting you to configure the settings. You’ll need to specify which columns in your main table should sync with PPM.

Accessing Settings

• Click on “Open Settings” to access the configuration dialog

• Map the necessary fields as required.

Note: If the essential fields are not mapped correctly, the Gantt chart feature will not function.

Note: You need to configure the settings for both main and sub-items to ensure accurate data synchronization.

Mapped Fields

• Timeline *:

  • monday.com Column Type: Timeline

  • Set the designated date range for each task.

• Assignee *:

  • monday.com Column Type: People

  • Specify the team members assigned to each task.

• Status *:

  • monday.com Column Type: Status

  • Track the current status of each task.

👏 If you encounter an empty drop-down box, it means there are no columns with the right type available. To address this, you'll need to visit the main table and create the required field.

Update field mappings:

To update field mappings, go to Map Field and configure the settings for both main and sub-items.

You can switch to other columns that contain the data you want to display in PPM.

Thank you for choosing PPM as your trusted Project Portfolio Management solution. For any assistance or feedback, please don't hesitate to reach out to our support team. Enjoy managing your projects with us!

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