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automatically updating a master list workbook from a template (multiple wookbooks)

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    2010 and 2013

    automatically updating a master list workbook from a template (multiple wookbooks)

    We are in the construction business and use a very basic excel spreadsheet to keep important information about each job we have. We use an excel workbook as well as a series of folders to keep pdf's, contracts etc.

    Within the workbook we keep information on changes made to each job including a summary of the change, date created, cost and change number (some jobs can have 20 or more changes). This information is entered into the job workbook by project managers and is also entered into a master change order list that is used as a reference by the accounting department. Currently this is a double entry process (the sheets are similar so some info can be copy/pasted) and I am looking for a way to enter the information once in the job workbook and automatically create a new entry in the master change list with the job name and number as well as the information about the change.

    I can create a reference easily enough but the trouble I run into is renaming the workbook template for each job and how it references to the master change workbook.

    Any advice would be greatly appreciated.


  2. #2
    Forum Expert dflak's Avatar
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    Re: automatically updating a master list workbook from a template (multiple wookbooks)

    Welcome to the forum. You will probably get more people chiming in if you post a copy of the master and templates. It does seem that the changes can be broadcast or better still, entered in the project and pushed to the master workbook.
    Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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