I have been working on this excel workbook for my project and it has 4 sheets. Three of them are sheets for project status -- Lead, In Progress, Completed. Each of these sheets have same columns - the important ones being - Company Name, Project Type, Project owner, Estimated Budget, Actual Billings, Project Status
The fourth sheet is the "tasks". Currently, in the "tasks" sheet I have 8 columns - Company Name, Project Type, Task Owner, owner Type (partner, manager, staff), Billing Rate, Standard Hours, Actual Hours, Status. Once a task owner finishes the task, they go and update the task. There are about 10 different types of tasks and all this data is added by Company name through the use of pivot tables and sent to the status sheets in columns - estimated budget and actual billings.
What I am required to do in this project is to make these tasks automatic. For instance, when I add a new company/project to the "Lead" sheet, task #1,2 get created in the tasks sheet for 3 owner types (that is task #1 is created for partner, manager, staff, same with task #2 and so on) and once they are completed (their status marked completed or the project is moved from "lead" to "In Progress"), they move to the "archived tasks" sheet and in the "tasks" sheet, the next set of tasks get activated and each task can be assigned to all 3 owner types. Is there a way to do it?
Thanks in advance!
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