The Scenario
The quarterly business review is next Thursday. The PMO analyst is responsible for the portfolio overview slide — one clean view of every active Teamcamp project with name, description, customer, start date, end date, and task group count. Her workspace has 34 projects. Teamcamp's UI shows them in a list but gives her no way to export a summary with all those fields at once.
The bad version:
- Click into project 1, note the name, description, customer, and dates. Go back to the project list. Click into project 2.
- 34 projects. 34 click-in, copy, click-out cycles.
- Around project 20, realize the description field was blank for most of them — now you need to figure out which ones to fill in before the slide is usable.
The quarterly review doesn't move for data-gathering delays. And this particular analyst also has the resource allocation slide to build.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It queries Teamcamp for all your projects, fetches the detail for each, and writes a summary row to your workbook.
Fetch all Teamcamp projects, then get full details for each one and write a summary row to the 'Portfolio' sheet with columns: Project Name, Customer, Start Date, End Date, Description.
SheetXAI retrieves the full project list from Teamcamp, fetches detail records for each project ID, and writes one row per project to the Portfolio worksheet with the columns you specified.
What You Get
- One row per Teamcamp project in the Portfolio worksheet.
- Columns: Project Name, Customer, Start Date, End Date, Description.
- Projects with blank description fields show blank cells — nothing is invented or padded.
- The workbook reflects the live Teamcamp state at the moment you run the prompt.
What If the Data Is Not Quite Ready
You only want active projects, not archived ones
Fetch all active Teamcamp projects (exclude archived), then get full details for each and write a summary row to the 'Portfolio' sheet with columns: Project Name, Customer, Start Date, End Date, Description.
You want to sort the output by start date
Fetch all Teamcamp projects and their details. Write summary rows to the 'Portfolio' sheet with columns: Project Name, Customer, Start Date, End Date, Description. Sort the output by Start Date ascending.
You want task group count added as a column
Fetch all Teamcamp projects and their details, including the number of task groups for each project. Write to the 'Portfolio' sheet with columns: Project Name, Customer, Start Date, End Date, Task Groups, Description.
Full quarterly portfolio pull in one shot
Fetch all active Teamcamp projects. For each one, retrieve full details including task group count. Write to the 'Portfolio' sheet with columns: Project Name, Customer, Start Date, End Date, Task Groups, Description. Sort by Start Date ascending. Flag in column G any project where Description is blank.
One prompt gives you a ready-to-use portfolio worksheet — before you've opened PowerPoint.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook before your next quarterly review, then ask it to pull your full Teamcamp project portfolio into a clean summary worksheet. See also: exporting incomplete tasks to an Excel workbook and the Teamcamp integration overview.