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Tip to make batch individual construction proposals (using our template) from master list

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    Tip to make batch individual construction proposals (using our template) from master list

    Hi Team,

    Long time excel user, but need a better/faster way to improve our time....lol.

    The issue: We're in the construction business and have to provide job specific proposals for each job. We currently have 400+ individual proposals to make (utilizing our internal template) from a provided master list that details each job (Job Name, address, etc.) and has all the relevant data already. Asking for help to point to a good tutorial for us on how to create a script / VBA macro to grab the cell / row data from this master list and plug into individual proposal sheets vs. having two screens open and manually typing in the Job Name, address, etc. from the master list into each job proposal.... one-at-a-time, one-at-a-time.

    Thanks so much in advance for any help as I know everyone's time is valuable.

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    Re: Tip to make batch individual construction proposals (using our template) from master l

    Could you attach a sample workbook with sample data and explain in detail what you want to do using a few examples form your data and referring to specific cells, rows, columns and worksheets? The sample workbook should be an exact representation of how your data is organized.
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    Re: Tip to make batch individual construction proposals (using our template) from master l

    Thanks Mumps.

    See attached. I included some sample rows of the Master Job list and then our proposal template that needs to be individually populated. Let me know if this is good for you.

    I really appreciate your time and effort.
    Attached Files Attached Files

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    Re: Tip to make batch individual construction proposals (using our template) from master l

    Thank you for the files. It looks like you want to populate K13:K17 of the Proposal sheet with the corresponding data from the Master. If this is correct, there are 6 rows of data in the Master. How do you determine which of the 6 rows in the Master to use to populate the Proposal?

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    Re: Tip to make batch individual construction proposals (using our template) from master l

    Thanks Mumps.

    To clarify, each ROW in the master corresponds to a single job / required proposal- sorry for the confusion. I cleaned up the master for this example / exercise (as there are ultimately 400+ rows of job data that will need to get populated on the individual job proposals. I attached the new master with the single row.
    Ultimately, I would copy the same script from this row to other 400 jobs once I understand the method to do so.

    Again, I am grateful to you for your help.
    Attached Files Attached Files

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    Re: Tip to make batch individual construction proposals (using our template) from master l

    If you are going to have multiple rows in the Master then I think it would be best if we can come up with a way to select the specific row containing the data you want to export to the Proposal. I don't think that trying to adapt the code for one row to handle a Master with 400+ rows will work. It looks like the OVP ID and the TERM ID for each job are unique values. If this is true, then we can use the unique value for each row to identify the row. The macro could prompt you to enter the unique ID and then proceed to export the data for that row to the Proposal. Will that work for you? You could also have the macro export the data for all the 400+ jobs all at once giving you 400+ Proposals.

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    Re: Tip to make batch individual construction proposals (using our template) from master l

    That sounds great Mumps! Can you point me in the right direction? I really, really appreciate it.

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    Re: Tip to make batch individual construction proposals (using our template) from master l

    Have a look at the attached files. In the "Proposal" sheet I have unmerged the range K13:K18. You should avoid using merged cells at all cost because they create havoc for macros. When you run the macro it will prompt you to enter the Term ID for the job you want to import. I assumed that the Term ID's are unique. Make sure both workbooks are open before you run the macro.
    Attached Files Attached Files

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