Connecting sheets

mcasperson

I have a large smartsheet project management based, it has a lot of data in it. I wanted to make another sheet to use as a budget tracking sheet but I want the costs per item to automatically upload from the original document. I have tried Vlookups, index with match, I am pretty lost in this search. I just want to layout a budget that automatically updates off of our project management tool, is there someone who can simply explain this to me?

Paul Newcome

Can you provide some screenshots? Sensitive/confidential data can be hidden, blocked, or replaced with "dummy data". If you can manually add data to show what you are trying to accomplish, that would be a big help.

Andrée Starå

Hi,

I agree with Paul,

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Andrée Starå

To add. At a quick glance, it looks like cell-linking could work for you need but I'd need more information to be sure.