Thread: Excel request and approval form via e-mail

Hi,

I'm new to the forum and have very limited VBA knowledge. I would like to seek your help and guidance to create an excel request and approval form via e-mail.

I created a project cost file to keep track of cost estimates for individual project.
Each tab represent an individual project e.g. 001, 002 etc.and the total project cost is summed up in Summary tab.

The process as follows:
1) The Project Manager keeps a file with all project approval forms
2) The Project Manager will complete the project approval form and submit only the sheet by e-mail to GM for approval, copy the Accountant.
3) The GM will reply to Project Manager whether the request is approved or rejected, copy the Accountant.
4) The Accountant uses the e-mail as the supporting document in processing vendor invoices.

I referred to a previous thread http://www.excelforum.com/excel-prog...m-excel-2.html but only managed to partially construct the required form.

Attached my draft Project Approval file for your easy reference.

Many thanks for your assistance and guidance.

Regards, Tokkwang

Hi Tokkwang and welcome to the forum,

I remember this feature being included in Microsoft Project. See:
http://support.microsoft.com/kb/829070
I see also enhancements to the features I believe you want in 2010 Project. See:
http://www.microsoft.com/project/en/us/tips-tricks.aspx

It seems to me that Project tied Schedules, Email, Resources and Costs into an all enclusive package. You should see how they implemented these features before wanting to have Excel do it all.