The Scenario
The operations manager inherited the Timely account when the previous ops lead left. There are apparently 60 active projects in the system — or maybe 80, nobody is sure — and she needs to figure out which ones are over budget before the quarterly review next week. She's heard some projects are marked non-billable that should be billable. She needs all of it in a Google Sheet so she can actually see what's going on.
The bad version:
- Open Timely, navigate to Projects, scroll through the list
- Click into each project to see its budget, client, and billable status
- Copy the relevant details into a sheet row by row — or try to find a CSV export that includes budget data
There is no fast export path that gives you project name, client, budget, billable status, and active/archived state in a single download. You either click through the UI or you piece together multiple exports.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your sheet and through its built-in Timely integration it can pull the full project list — with all the fields you need — directly into your sheet in one pass.
List all projects in my Timely account and add them to my Projects tab with columns for project name, client, budget, billable status, and whether the project is active or archived
What You Get
- One row per Timely project, written into the Projects tab
- Columns: project name, client name, budget amount, billable status (true/false), active/archived state
- All 60 (or 80) projects in one view — no clicking through the UI, no partial exports
What If the Data Is Not Quite Ready
You only want active projects
List all active projects in my Timely account and write them into my Projects tab with project name, client, budget, and billable status — exclude archived projects
You want to flag over-budget projects automatically
Pull all Timely projects into my Projects tab with name, client, budget, and hours logged — then compare hours logged against budget in column F and flag any project where hours exceed budget in column G
You need to join the Timely project list against a client list from another tab
Fetch all Timely projects and write them into my Projects tab with project ID, name, and client name — then look up each client in my Clients tab and add the client's account manager in column E
Full portfolio review in one pass
Pull all active Timely projects into my Projects tab with name, client, budget, hours logged, and billable status — calculate the percentage of budget consumed per project in column F, flag any over 90% in column G, and sort by budget consumed descending
The pattern: pull, calculate, and flag in a single ask so the sheet is ready for the review meeting rather than requiring a second pass.
Try It
Get the 7-day free trial of SheetXAI and open your project tracking sheet, then ask it to pull the full Timely project list. For time entry detail by project, see the spoke on exporting project time entries.