Tips for creating a master resourcing sheet

Natasha Jones

I have 2 different smartsheets that are pulling data from one more detailed spreadsheet for project resource management. Is there a way to connect the sheets so I don't have to manually make changes to each?

Paul Newcome

What is the reason for the two smaller sheets? Would two reports work instead?

Andrée Starå

Hi @Natasha Jones

I hope you're well and safe!

Yes, I'm also wondering what the reason is for using the other sheets.

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

You could probably use cross-sheet formulas combined with VLOOKUP or INDEX/MATCH.

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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