The Scenario
The account manager has 15 active projects in her portfolio. She has a client review meeting tomorrow and needs a current snapshot of each project's budget health: hours tracked, budget spent, hours remaining.
The project IDs are already in her Excel tracking workbook. But the numbers live in MOCO, and they change every week as the team logs time.
The bad version:
- Open each of the 15 projects in MOCO one by one, find the project report, read off the figures, type them into the workbook.
- Get to project 8 and realize MOCO's report shows budget in money, not hours for day-rate projects — convert manually for four projects.
- Finish, then the client asks for two archived projects from last quarter too.
Fifteen lookups done by hand, each requiring navigation through MOCO's project structure. Plus two extras added at the last minute.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the project IDs already in the workbook and uses its built-in MOCO integration to fetch and write the report data for each one.
For each project ID in column A of my Projects worksheet, fetch the MOCO project report and write total budget, hours tracked, and budget remaining into columns B, C, and D
What You Get
- Columns B, C, and D populate for every project ID in column A.
- Total budget comes from the project's contract value in MOCO.
- Hours tracked is the sum of all logged activities against that project.
- Budget remaining is the difference — calculated from MOCO's own figures, not a formula in the workbook.
- Projects not found surface as errors in column B immediately.
What If the Data Is Not Quite Ready
Some project IDs in column A are names, not numeric IDs
For each row in column A of my Projects worksheet, determine if the value is a numeric MOCO project ID or a project name. For names, look up the MOCO project ID. Then fetch the project report and write total budget, hours tracked, and budget remaining into columns B, C, and D.
I need budget expressed in hours for time-and-material projects
For each project ID in column A, fetch the MOCO project report. For time-and-material projects, express budget as total available hours (budget divided by hourly rate). For fixed-price projects, show budget in the project currency. Write to columns B, C, and D.
I need to compare hours against a forecast already in the workbook
For each project ID in column A, fetch the MOCO project report and write hours tracked to column B. Compare against my forecast in column C and write the variance (over or under) to column D.
Fetch all project reports, calculate health scores, flag at-risk projects, and draft client talking points
For each project ID in column A, fetch the MOCO project report. Calculate budget utilization. Flag projects over 80% as At Risk. Add a Talking Points column with a one-sentence framing suitable for a client call. Write everything to columns B through F.
The client review has live numbers. No manual navigation, no stale data.
Try It
Get the 7-day free trial of SheetXAI and open your project portfolio workbook, then ask it to fetch MOCO project reports for every ID in the list. See also the portfolio health export spoke for a full snapshot of all active projects at once.