◈ Board Value

$—

Excl. Shipped / Cancelled / Archive

▲ Shipped Today

$—

—

◁ Shipped Yesterday

$—

—

⌀ Avg / Day (20d)

$—

—

◎ Avg Bookings

$—

From Config

—

Name	Priority	Dom/Int	Date	P.Desc.	QTY	Product	$ Total

Hide MFG Done

Auto-refresh:

⚡ Escalations

—

Due ≤ 7 days

⚠ Overdue

—

Past due date

◎ Due Today

—

▣ Trufig

—

Product starts with 5

◈ Tomorrow

—

◈ In 2 Days

—

◈ In 3 Days

—

▼

⚡ ESCALATIONS

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Committed LT	Days	Priority
Load data to view

▼

OVERDUE

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Committed LT	Days Late	Priority
Load data to view

▼

DUE TODAY

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Priority
Load data to view

▼

▣ TRUFIG ORDERS

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Committed LT	Days	Priority
Load data to view

▼

TOMORROW

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Committed LT	Days	Priority
Load data to view

▼

IN 2 DAYS

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Committed LT	Days	Priority
Load data to view

▼

IN 3 DAYS

Item / Children	QTY	Group / Stage	Sales Order	Product	P.Desc.	Customer	Committed LT	Days	Priority
Load data to view

SKILLS

PeopleSoft Workflow · Automation Tools · Board 1543205117 · By Mike Limon

📂 Backlog Excel No file loaded — used by Money Sync & Holds Analyzer

💰

MONDAY MONEY SYNC

Reads PeopleSoft Backlog Excel and updates the Money column in Monday.com.
Only updates items where Money is empty. Skips PIDs. Marks unmatched as "Not in Backlog".

⚠ Load Backlog Excel above to enable

0 / 0

✓ 0 updated ⊘ 0 skipped ✗ 0 not in backlog ◈ 0 PIDs

🔍

PID CHANGE DETECTOR

Scans the board for items with the same Order + Line + SKU but different PID numbers.
Moves the older (cancelled) PID to "Cancelled from the Order" and marks PS Status as "Cancelled PID".

Auto-scan:

Scanning...

◈ 0 duplicates found ↳ 0 moved to Cancelled ✓ 0 clean

🔒

HOLDS ANALYZER

Reads FIELD_LIST1 from the Excel to identify holds. Crosses against Monday.com to show which holds are in the system vs not yet released to factory.

⚠ Load Backlog Excel above to enable

0 / 0

⚑ 0 total holds ✓ 0 in Monday ✗ 0 not released

Order	PID	Customer	Product	Hold Reason	Req Date	$ Value	Status

🔒 CONFIGURATION

Enter password to unlock

⚙ CONFIGURATION

✓ Saved!

🔑 API Keys & Security

Monday.com API Key Used by Money Summary, Delivery Schedule & Skills

Asana PAT Used by PID Detector to create Asana tasks

Money Sync Password Required each time Money Sync is executed

🔌 Board IDs

Main Board ID PeopleSoft Workflow board

Archive Board ID Update each quarter when board changes

📊 Manual Metrics

Revenue Shipped Last 20 Days ($)

Manual OFF

Using Archive data

Average Bookings ($) Informational — shown on main dashboard

🪣 Bucket Configuration

Set low/high day limits and assign Monday.com groups. Load data from Money Summary first.

Load data from Money Summary tab first.

MONEY SUMMARY

DELIVERY SCHEDULE

SKILLS

⚙ CONFIGURATION