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I require some advice URGENTLY.
I work for a renewable energy company who hires out consultants to energy suppliers.
I created a simple spreadsheet so that they could record the hours which they work for each client so the client can then be invoiced accordingly. It looks a little like this;
Job No. Client Job Title Work Code Sub Code SSE Renewable Code Day/Hours
138 Scottish Power Wind Farm 1 PLAN N/A
299 EDF Wind Farm 2 PROP N/A
104 Scottish Power Wind Farm 3 PROP N/A
317 Swalec Wind Farm 4 PLAN N/A
319 Southern Energy Wind Farm 5 NONE N/A
We have had a few instances of clients coming back to us having been billed incorrectly; after looking into each instance, I discovered that these errors occurred because the consultants had input the incorrect job number, client, or job title.
Now, what I am wanting to do is somehow combine two spread sheets I have; my Weekly Timesheet Template (ABOVE) and the Job List. The Job List looks like this;
Job No. Job Title Client Project Manager Date Job Opened Scoping
104 Wind Farm 3 Scottish Power DL 22/10/2008
138 Wind Farm 1 Scottish Power CS 12/03/2010
299 Wind Farm 2 EDF MB 15/2/2010
317 Wind Farm 4 Swalec DL 14/04/2010
319 Wind Farm 5 Southern Energy DL 01/04/2010
What I want to try and do (and have no idea where to begin as my Excel experience is basic) is make it so that when the consultant inputs the job number or job title in the Weekly Timesheet Template, all three fields fill in with the correct information automatically, thus reducing the chances of error.
So, if they were to put “299” in the “Job No.” Column, “Wind Farm 2” would appear in the “Job Title” box and “EDF” would appear in the “Client box.
Is this a straight forward thing that I am making too complicated?
Please help!
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