Monday.com is the tool most portfolio managers trial first. It is genuinely good at collaboration and visibility inside a project. Configured well, it can even approximate portfolio tracking. What it does not do is calculate EVM or stack projects together automatically, that part is still on you.
Free during the Closed Beta.
The short version
Cross-project view
Cross-board dashboards are possible to build, but combining financial and risk data across projects takes manual setup.
Vaizy
Select multiple projects and see combined cash flow, shared team load, and risk in one view.
Budget health (EVM)
No built in EVM. Teams that want it build formula columns and keep them updated by hand.
Vaizy
CPI, SPI, and cost variance calculate automatically from your live milestone and financial data.
Getting started
Boards are usually rebuilt from templates and configured to match how your team wants to work.
Vaizy
Import projects, milestones, team, risks, and budgets from a spreadsheet, with column matching before anything is published.
AI on your data
AI features exist for writing and summarizing within boards, not for cross-project financial or risk analysis.
Vaizy
Ask questions about your own projects and get answers grounded in your live workspace. Hosted and processed in the EU.
Data residency
Israeli company (monday.com Ltd), hosting depends on your account region.
Vaizy
Incorporated and hosted in the European Union. Not subject to the US CLOUD Act.
What Monday.com still leaves for you to configure
Monday.com's pitch is that you can configure the right boards for anything, including portfolio management. In practice, that means the portfolio view is a project you take on, not a feature you turn on.
With Monday.com
Seeing cash flow, team load, and risk across every project at once means building and maintaining a cross-board dashboard yourself.
With Vaizy
Select the projects you want and see them stacked together automatically, no dashboard to build or maintain.
With Monday.com
Tracking CPI or SPI means writing formula columns and hoping nobody breaks a reference when a board changes.
With Vaizy
Budget health metrics calculate automatically from milestones and financials you are already tracking.
With Monday.com
A contractor split across two projects gets allocated by hand across separate boards, and it is easy to get the split wrong.
With Vaizy
Costs for salaried and contractor time are prorated correctly across project allocations.
With Monday.com
Giving a client or junior team member scoped access means configuring board-level permissions carefully, per board.
With Vaizy
Member accounts get a scoped view of their own work, without access to financials or other people's data.
Feature by feature
| Feature | Monday.com | Vaizy |
|---|---|---|
| Portfolio & Projects | ||
| Cross-project data stacking | ||
| Configurable portfolio dashboard | Manual board setup | |
| Milestone tracking | ||
| Ready-made project templates | ||
| Spreadsheet import with column matching | Basic CSV import only | |
| Cross-project cash flow tracking | ||
| Risk & Analytics | ||
| Automatic EVM (CPI, SPI, variance) | ||
| Portfolio-wide risk register | Per-board only | |
| AI grounded in your live project data | Writing assistant, not portfolio-grounded | |
| Manager / Member scoped access | Board-level permissions only | |
| Data & Security | ||
| EU hosted, not subject to US CLOUD Act | ||
How pricing compares
Per-seat pricing with published tiers and a minimum seat count on paid plans, plus a custom Enterprise tier.
Vaizy
Vaizy uses transparent, self-serve, per-seat pricing for Manager accounts, published on the pricing page with Essential and Pro tiers billed monthly or annually, plus an Enterprise tier available on request. Team members who need a scoped view get a free Member account, with a limited number included on every Manager tier. Nothing requires a sales call to see the price.
Common questions
Is Vaizy a replacement for Monday.com?
For portfolio-level steering, yes. Vaizy is built around a live, connected model of projects, milestones, teams, risks, and budgets, not a board you configure yourself. If your team relies on Monday.com for lightweight task boards outside of portfolio delivery, that is outside what Vaizy does.
Can I bring my existing Monday.com data into Vaizy?
Yes. Export your boards to Excel or CSV and import projects, milestones, team, risks, and budgets into Vaizy, with column matching and validation before anything is published.
Does Vaizy do everything Monday.com does?
No. Monday.com is a general-purpose work management platform used far beyond project portfolios, marketing, sales, HR, and more. Vaizy is focused specifically on portfolio management: cross-project financials, risk, capacity, and EVM.
Why does EU hosting matter?
Vaizy is incorporated and hosted in the European Union, and is not subject to the US CLOUD Act or any non-European jurisdiction. For teams handling client financial data under GDPR, that is often a requirement, not a preference.