Several Projects/One Board or Several Boards/One Project?

Juan Marin_20hnpx

Hi there!

We have ONE IT department and several clients. We create issues per client, and then ALL issues are worked in the IT Department in a Kanban Process.

I was thinking of creating a single Project with one Board per client. I've now realized I can create several projects (one per client) and one single Board.

Any recommendation and pro's and con's of each approach (I am trying to minimize admin workload while providing a single-view of the client to each account executive)

Thanks!

Trudy Claspill

Hello @Juan Marin 

Welcome to the community.

Are you wanting to work with Company Managed projects or Team Managed projects?

Are you working with Business (Work Management), Software, or Service Management projects?

Who are the customers that will consume the reports and what is the scope of the data they would want? Will the consumers always want to report only on one client at a time? Do you have other report consumers that would want to see an aggregate of data for multiple clients?

What type of view of the data do the consumers want? Could you use one project and one board and provide client-segregating reports based on a custom field that identifies the client? Do your Account Executives want to view the backlog and board, or do they want dashboard reports?

Do you have any apps added to your instance? Are you open to subscribing to apps to enhance reporting and dashboard functionality?