Contact List - Grid Sheet

kat_cernea

Hi All,

We have one workspace per project. In each workspace, there's a grid sheet called "contact list" for project contacts. We have to enter the same information for each contact per project (even though we have used the same contact in other projects before). Example, Joe is a mechanical consultant for Project A. He is also the same consultant for Project B. I have to manually add in his contact info in the contact list for project B, even though the same info exists in Project A.

Is there a way to have a global contact list and have an automation or something pull the info from the global contact list into Project B? This way we don't have to manually add in the same info each time.

AravindGP

Hi @kat_cernea

Not sure how you're creating your projects, there are a couple of ways to get the details. First one would be to fill in all the possible contacts in one Contact List sheet and add a copy of that while creating each project. You can then remove the names of people who won't be part of the project. The other way would be to have a common Contact List sheet and use formulas in your project specific sheet to pull the contacts based on a role (for example) or some other parameter. You still will need to create a sheet with formulas containing the references which you will copy over to each project workspace.