The Scenario
The managing director schedules the quarterly business review for a Friday. He wants every active MOCO project in a single Excel workbook: project name, client, total budget, hours tracked, remaining budget. All 40 of them. Before the meeting.
His PA gets the calendar invite on Thursday afternoon.
The bad version:
- Open each of the 40 projects in MOCO individually, find the budget and hours figures, enter them into the workbook one row at a time.
- Realize MOCO shows hours in decimal format while the director wants HH:MM — add a conversion step for 40 rows.
- Three projects were archived last quarter but are still in the workbook — remove them and recalculate the totals at the bottom.
Two hours of data entry for a task that is fundamentally a data dump. Two hours the PA does not have on the Thursday before a board review.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and uses its built-in MOCO integration to pull every active project's data in one operation.
List all active MOCO projects and write project name, customer, total budget, hours tracked, and remaining budget into my Portfolio worksheet
What You Get
- One row per active MOCO project.
- Columns: project name, customer name, total budget, hours tracked, and remaining budget.
- Archived and inactive projects are excluded automatically.
- The Portfolio worksheet reflects live MOCO data at the time of the pull.
What If the Data Is Not Quite Ready
I need hours in HH:MM format instead of decimal
List all active MOCO projects in my Portfolio worksheet with project name, customer, total budget, and hours tracked — convert hours from decimal to HH:MM format before writing
I need to flag projects over 80% through their budget
List all active MOCO projects in my Portfolio worksheet and add a Budget Health column flagging any project where hours tracked represent more than 80% of total budget
I need to group by customer with subtotals per client
List all active MOCO projects, group by customer name, and write to my Portfolio worksheet with a subtotal row for total budget and total hours per customer
Pull project data, flag health issues, and draft status notes for the review in one shot
Pull all active MOCO projects. Calculate budget utilization for each. Flag projects over 80% as At Risk, under 40% as Under-Utilized, and the rest as On Track. Add a Status column and a one-sentence Note column. Write everything to the Portfolio worksheet.
The QBR workbook is ready Thursday evening. The director walks in with real numbers.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you use for leadership reviews, then ask it to pull all active MOCO projects with budget and hours data. See also the project budget reports spoke for a more granular view of individual projects.