The Scenario
The account manager has 15 active projects in her portfolio. She has a client review meeting tomorrow and she needs a current snapshot of each project's budget health: hours tracked, budget spent, and hours remaining.
She has the project IDs in a Google Sheet — she uses it as her master tracker. But the budget 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 budget and hours figures, type them into the Sheet.
- Get to project 8 and realize MOCO's project report shows budget in money, not hours — convert manually for the four projects that are billed at a day rate.
- Finish, check the meeting agenda, realize the client wants to see the numbers for two archived projects from last quarter as well — open those too.
Fifteen lookups done by hand, each requiring navigation through MOCO's project structure. With two extras added at the last minute.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the project IDs already in the sheet 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 tab, 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 you maintain.
- Projects that are archived or not found surface as errors in column B so you know 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 tab, determine if the value is a numeric MOCO project ID or a project name. For names, look up the MOCO project ID first. Then fetch the project report for each and write total budget, hours tracked, and budget remaining into columns B, C, and D.
I need budget in hours, not money, 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 each project's hours against the forecast I have in the sheet
For each project ID in column A, fetch the MOCO project report and write hours tracked to column B. Then compare column B 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 a budget utilization percentage. Flag any project over 80% as At Risk. Add a Talking Points column with a one-sentence framing of each project's status suitable for a client call. Write everything to columns B through F.
The client review meeting has live numbers. No manual lookups, no stale data.
Try It
Get the 7-day free trial of SheetXAI and open your project portfolio sheet, 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.