Contract Managment set build assistance

12/14/20
Accepted

Has anyone created a contract management set that links all variations/milestone requirement & payments/ reporting and review dates.

The contract set in the solution centre does not suit my office size or way we work. I don't want the top-level source sheet to be bogged down with too many details so i need the underlying sheets to provide/filter/source the information directly relating to that contract. So the top-level sheet should link me to the milestones for that contract (only) or the variation details, and this information is located and managed on underlying source sheets.

I understand that the set i am looking at will have multiple layers and functions.

Without writing a novel, i hope i have provided enough details to get someone advice or assistance with this.

Anyone out there can help with the best tips and tricks or best practise for this type of request.

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Best Answer

  • SharonRSharonR ✭✭✭✭✭
    Accepted Answer

    Yes i worked this out the long and hard way. Then I come to check what options was provided here and there is the answer. Thanks a bunch.

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @SharonR

    My initial thought is that the new Report features could help create a report only showing what you need.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • SharonRSharonR ✭✭✭✭✭
    Accepted Answer

    Yes i worked this out the long and hard way. Then I come to check what options was provided here and there is the answer. Thanks a bunch.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @SharonR

    Excellent!

    You're more than welcome!

    Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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