Re: monthly projection table creation
Don,
I wound up having similar circumstances and agree completely. Growing into QB as a technology person used to writing code, I've tried to go native when all possible. With things like this, I wound up agreeing. About 30 lines in Python and I have, most likely, an identical solution to you. We project out 12 months by default, to which a PM can leave blank, if needed. The formula would work but for projects that exceeded said default duration, would get messy, as you said. Likewise, the dates that get brought over from Sales are pure estimates (guesses much of the time). The scope of the work can take 6 months to start. Most projects are completed within 12 months but with our complicated AIA billings, a number do last longer.
Thanks,
Andrew
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Andrew Ryder
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I wound up having similar circumstances and agree completely. Growing into QB as a technology person used to writing code, I've tried to go native when all possible. With things like this, I wound up agreeing. About 30 lines in Python and I have, most likely, an identical solution to you. We project out 12 months by default, to which a PM can leave blank, if needed. The formula would work but for projects that exceeded said default duration, would get messy, as you said. Likewise, the dates that get brought over from Sales are pure estimates (guesses much of the time). The scope of the work can take 6 months to start. Most projects are completed within 12 months but with our complicated AIA billings, a number do last longer.
Thanks,
Andrew
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Andrew Ryder
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