Request for advice on best way to structure sheet column fields / data for reporting

Please give me your input on the best way to structure my sheet data to achieve the reporting/summary options desired. The current data is being migrated from an Excel workbook with ~20-30 column fields per row which makes it difficult to use for our project management/collaboration. But Thus far using the construction facilities template set I cannot get all of the the data summaries/views to function correctly.

My data:

Rows - individual job/project records for single family residential construction work;

Columns - Various data types/data points relating to the progress of each individual job record; i.e. start date, phase/stage of progress, sub contractor crew assigned to specific phase of job, date phase scheduled, date completed, a few fields for material quantity takeoffs,

My goal: structure the above data in such a way that field personnel are able to easily and quickly filter down to a set of job records for viewing/updating & more easily understanding where jobs are in the process to improve management of the jobs.

Card view seems to be the main culprit currently. Using task-sub task layout in grid view, I structure the address of each job record as the main project entry, then parent/child tasks below this.

I am hoping to be able to use card view to quickly filter/summarize the following data points:

  • job addresses per subdivision
  • job/labor stage/phase per subdivision; x# jobs at beginning in subdivision 1, x# jobs at end in subdiv 1, etc.
  • subcontract labor crew by subdivision; This will allow us to easily communicate to our crews what work they have currently scheduled and upcoming
  • jobs by employee per subdivision; this will hopefully be used to summarize their daily task list/agenda in each subdivision.

Thus far I can achieve 1 or 2 of the above but not all of them using the template set for construction management.

Any advice is greatly appreciated


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @adotsloan

    One thing to note. Everything you want to reference in Card View has to be dropdown lists.

    Make sense?

    I hope that helps!

    Be safe and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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