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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
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?
We ran into this same challenge and I built a solution that works well across multiple programs. Here's how we approached it:
Bonus: If you're using Control Center, you can template this process and apply it portfolio-wide easily.
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