Survey- how do you track projects over multiple years?

Ashley McAdoo

Hello Community,

I am trying to track projects over multiple years, but each project varies in length. My concerns are hitting the max number of columns and not having to do a bunch of manual set up at the end of the year. Has anyone else had this issue? How did you solve it?

Thanks,

Ashley

Paul Newcome

How does duration affect your number of columns?

Andrée Starå

Hi @Ashley McAdoo

I hope you're well and safe!

Are you having a specific issue? How have you structured the sheet(s)?

Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Ashley McAdoo

@Paul Newcome,@Andrée Starå

I have 13 columns for each month, with estimated and actual hours, costs, allocation percentages, etc. The red font columns retain the numbers in the columns immediately to the left as they were when the sheet was opened. This allows you to see the effects on the total budget if you change hours, costs, etc, without losing the original values. I really don't want to recreate all these columns at the end of the year for all the 2025 months, plus I think I'd run out of column space. The only thing I could think of was just make a Save As sheet at the end of the year, but wanted to get input on how other people handle this.

Track Projects over Time.png

Thanks,

Ashley