How to get Month to Month Metrics by Project Phase
I am trying to figure out a better way to gather metrics for my department's portfolio. We have 15 Project Portfolios that show various phases which we have been gathering the data manually by saving the metrics at the end of every month:
For closed and complete, I've set up a Record a Date Workflow to capture their data as they are set dates, so that one is easy. But for the other three, as they are dynamic, and we need to capture the data dynamically for each month and put into a rolling 13 month chart for management. I am looking for a way to NOT do this manually. Any ideas?
I'm thinking maybe using Record a date in a hidden column to help but not sure how it would help with the dynamic aspect (but would help with end of month). I feel brain dead. Please help with any formulas or ideas.
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