Keep product portfolio spreadsheet updated for planning

Product managers miss updates hidden in the PM tool, causing stalled handoffs. Weekly exports to a shared sheet consolidate status so stakeholders plan from an up-to-date portfolio.

Overview

Product managers lose planning traction when project status lives out of sight, creating blindspots and stalled handoffs. This workflow delivers a weekly, consolidated spreadsheet of active non-billing projects so stakeholders plan from a current portfolio, eliminating stale views and cutting follow-up noise.

Notable Features

Export non-billing projects weekly
Filter out recurring billing projects
Append consolidated rows to shared sheet