copying rows to RAID log

abbyc.hg

Howdy, partners -

I'm trying to use the copy row automation to copy tasks into a RAID log when a user identifies a risk or issue in our Project Plan. Our plan has a few sets of parent rows, and I'm finding the copy automation is not bringing just the direct parent, but the entire sheet into the RAID log.

This is obviously not helpful. I'm now looking to see if there's a formula I can put into the RAID log that looks to see if anything from the Project Plan needs to come over, but I am struggling to get INDEX/MATCH to work and the AI tool won't touch any formulas with cross sheet references in it. Has anyone done something like this?

Paul Newcome

I would suggest a separate form for entering items into the RAID log. You can include a WBS system or some type of unique identifier on every row in the project plan and have users enter that unique identifier in the RAID submission form. After that, standard INDEX/MATCH formulas should bring over whatever other data you need from the Project Plan.

=INDEX({Proj Plan Task Name}, MATCH([Task ID]@row, {Proj Plan Task ID}, 0))