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

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?