Hi all, long time listener and first-time caller,
I was unable to physically select the "best practices" category, so this goes here.
I work for a home builder, and we have a specification grid we utilize in multiple divisions that are placed around the country. The "spec grid" is organized into each division having their own sheet to update and manage, but I have created an INDEX/MATCH sheet for a full top-down view. Now the fun part.
I have to incorporate certain contracts and deals we have for each of the given products. The "feature" column is the consistent column across all of the sheets and all of the information to the right of it can vary. The goal is to highlight, flag, or somehow notify the divisions for each value in the feature column for which we have an agreement. However, I only want to have to update one sheet to push the information to all of the other ones. I am also struggling with how to display the actual details of each agreement effectively.
I am trying to identify the following:
- What would be the most efficient way to include, or signify, that we have an agreement in place?
- What would be recommendations to make the information relevant to each of the agreements visible when needed?
- Is there a more efficient way to organize the information in general? There are 4 divisions that need control over only their information but also need to pull off of that info into one place, but I need to find a way to let them know the agreements they have at their disposal as well.
Thank you for any and all help and ideas!
