What is the best way to update data between two sheets w/o having to do it manually?
I have a Project Tracking Sheet for all of my team's projects. One of our repeat projects is rollout of the inventory module in our company's primary software. Since we are a shared services group owned by a PE firm, the processes around this implementation are always the same, we just have to track each separately since all of the companies in our scope operate independently and in separate tenants within the software system. All this to say: each inventory project has to live on a separate sheet so that we can grant access to different people on each project.
I have figured out how to get each Inventory Project Sheet to copy to my main Project Tracking Sheet. (I have a template with an automated workflow set up to copy rows to the Project Tracking Sheet when the Assignee column is changed on the Inventory Project Sheet. Each time a new inventory project starts, I save the template as a new file, then update the Assignee, at which point the rows copy to the main Project Tracking Sheet.) I know that updates to one sheet do not flow to the other, but I read that I can use a report to update multiple sheets at once.
I am struggling with a row report. I have a single parent row for each of these projects with multiple child rows, but it seems that only my parent rows live in the report. I read a little about creating a helper column around hierarchy for this, but I am even approaching this the right way to begin with? Is a row report the way to be able to update both sheets? Is there a form that would do something similar/better?