Migrate from Genius Project to monday Work Management

Genius Project records map to monday.com Boards. Each Board is created with a name matching the Project name, start and due dates mapped to Board-level Date columns, and Project status (Active, On Hold, Closed) mapped to a Board Status column. Custom fields on the Project (region, priority tier, customer classification) migrate as Board-level custom columns configured before data import.

Genius Project Tasks map to monday.com Items. Parent-child task relationships in Genius Project are preserved as monday.com Subitems nested under the parent Item. Task fields including assignee, start date, due date, effort estimate, and status migrate to the corresponding Item columns. Task-level custom fields map to Item-level custom columns on the Board.

Subtasks in Genius Project migrate as monday.com Subitems attached to the parent Item (itself migrated from the parent Task). The Subitem inherits the parent Item's Board and Group. All Subitem fields including assignee, dates, and status are preserved. Subitem ordering relative to sibling Subitems is maintained using the position index from the source system.

Genius Project Resources (users, equipment, roles with capacity allocations) map to monday.com Workspace members. We resolve Resources by email address against the monday.com User table. Equipment and role-type Resources without a corresponding monday.com User are migrated as inactive members with a Role label field for reference, or alternatively as a Board-level Dropdown column for resource type classification. Utilization percentage and available hours are stored in a custom Workload configuration sheet for manual mapping to monday.com Workload view.

Genius Project Portfolios group multiple Projects under enterprise oversight. We map each Portfolio to a monday.com Workspace or a top-level Folder within a Workspace. Portfolio membership is preserved by ensuring all Projects belonging to a Portfolio are migrated to Boards nested within the corresponding Workspace or Folder. Customers with multiple portfolio levels (e.g., Program > Portfolio > Project) use nested Folders to reconstruct the hierarchy in monday.com. The CapEx investment tracking associated with a Portfolio is stored as a separate Finance Board with numeric columns for approved budget, spent amount, and variance.

Genius Project Stage-Gate stages define formal review checkpoints within a project lifecycle. Monday.com has no native Stage-Gate equivalent. We preserve stage names and order as a monday.com Status or Dropdown column on the Project Board. The governance workflow logic itself (gate approvals, conditional branching, automated notifications on gate entry) cannot be replicated in monday.com and is documented in the automation inventory for rebuild using monday.com's automation recipes. Stage names from the source (e.g., Concept, Feasibility, Design, Validation, Launch) are mapped to Status column values with the same display label and order.

Genius Project Cost Plans store budget line items per project including planned cost, actual cost, variance, and cost category (Labor, Materials, Equipment, Overhead). Monday.com has no native budget object. We create a set of custom Number columns on the Project Board for each cost category present in the source data, plus Formula columns computing planned minus actual (variance) and actual as a percentage of planned (CPI). Customers using CapEx tracking create a separate Finance Board linked to the Project Board via an Item link column. All cost line items are normalized to a single currency during migration; multi-currency Cost Plans require pre-migration currency conversion.

Genius Project CapEx records track investment approvals and spend tracking at the portfolio or project level. These records do not have a direct monday.com equivalent. We create a Finance Board per Portfolio or per organization, with one Item per CapEx investment. Investment fields (approved amount, spent amount, approval date, investment owner) map to custom Number, Date, and Person columns on the Item. Link columns connect CapEx Items to the corresponding Project Board Items so that stakeholders can navigate from a project to its capital investment record.

Genius Project custom fields extend Projects, Tasks, and Resources with organization-specific data (e.g., project classification codes, regulatory flags, customer SLA tiers). We discover all custom field definitions via the platform's metadata export during discovery, then create matching monday.com custom column types (Text, Number, Date, Person, Dropdown, Checkbox, Email, Phone, URL) before migration. Multi-select custom fields map to monday.com Tags or multi-select Dropdown columns. Custom field values are inserted as column values on the corresponding Item or Board during data import.

Documents attached to Projects or Tasks in Genius Project are stored as file links or binary blobs. We preserve attachment metadata (filename, file type, linked entity, upload date) and redirect file URLs to a temporary hosted location during migration. Files are then attached directly to the corresponding monday.com Item using monday.com's file attachment feature. For attachments stored as URLs pointing to Genius Project's document management system, we create a Link column with the original URL preserved as a reference for users to access the source document until a permanent document management migration is completed.

Genius Project Capacity Planning stores available hours, utilization percentages, and allocation by time period per Resource. Monday.com's Workload view aggregates task allocation per team member but does not store a capacity time-series per Resource in the same structured format. We export capacity data as a structured CSV and configure monday.com Workload view settings using the migration data so that the Workload view reflects current Resource allocations at cutover. Historical capacity time-series that customers need for reporting is stored as a separate Capacity Board with one Item per Resource per time period (week or month) and utilization as a Number column.

Genius Project Invoices (part of the financial module) export as structured records with header and line items. Monday.com does not include native invoicing as a standard feature. We create an Invoicing Board with one Item per Invoice, mapping invoice number, date, amount, status, and line items to custom columns. The customer determines post-migration whether to use monday.com's integrations with billing tools (Stripe, QuickBooks, FreshBooks) or maintain a separate invoicing system. Invoice PDFs are attached as file items to the corresponding Invoice Item if they were stored in Genius Project.