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Portfolio Level Week-to-Week Changes

Nikki G

Hello!

Is there a report and/or a way to show week-to-week changes for all projects across the entire portfolio?

Thank you,

Nikki

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Antonie B

Hi @Nikki G ,

There is not really an out-of-the-box function, what I have done in the past is to create a sheet in the Project Toolkit (What I call the folder that houses all the templates) with a row that captures the metrics you want to capture week over week.

I then create a copy row automation (https://help.smartsheet.com/articles/770589-copying-a-row-to-another-sheet) to send this over weekly, creating a record/audit log of sorts. This can then be pulled into a report, where you can then report or chart this data. You will need to add a date column to the metadata sheet to capture the date. I use "Record a Date" to record today's date daily on the sheet. (https://help.smartsheet.com/articles/2481986-work-record-date-action)

Hope this helps?

HockinsonJohn

Hi @Nikki G ,

We ran into this same challenge and I built a solution that works well across multiple programs. Here's how we approached it:

Snapshot Sheet Method – I created a weekly snapshot sheet that logs key portfolio metrics (like % Complete, At-Risk Projects, Delays, etc.) every Friday using a helper workflow and a simple "snapshot row" per project.
Automation – Smartsheet automation copies data into the snapshot sheet at a set time weekly, so it’s hands-off once built.
Portfolio Rollup Dashboard – We pull the data into a dashboard showing week-over-week changes using chart widgets and summary reports for visual tracking.

Bonus: If you're using Control Center, you can template this process and apply it portfolio-wide easily.

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