$ Decision-making workflow - Rolling Approved Budget Total
Hello fellow QB enthusiasts!
I am coming to you with a specific conundrum on a budget decision-making workflow I have set up. Given pictures speak a thousand words I have attached a few screenshots with the relevant entries filled as an example.
Ultimately the workflow I have set up works a treat for a single entry, however I am trying to achieve a rolling approved budget total to track costs on a specific project as per below:
(0) Original Approved Project Budget // The Initial $ at the project outset. A currency field equalling a specified value that doesn't change.
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(1) Current Approved Project Budget // A running/iterative total of the approved budget. Initially this will equal the value in (0).
(2) Requested Additional Contingency // A specific $ variation request
(3) Requested Revised Project Budget // A numeric formula field of (1)+(2)
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An approval cycle follows as part of the workflow, where the requested value in (2) can be approved, partially approved or rejected by a specific Executive. The approved amount then feeds into another field called:
(4) New Approved Project Budget
- which is a case function: Case([Is the Program Contingency Request Approved?],"Yes",[Requested Revised Project Budget],"Partially",[Requested Revised Project Budget_Partially],"No",[Requested Revised Project Budget_NO])
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That is the current workflow which works well for a single entry. Once the entry is saved and closed and a new one opened, I would like (1) to equal (4), however I have not been able to achieve this. This seems to be a very circular function and I am unsure if Quickbase is able to accommodate what I am thinking.
Any advice will be immensely appreciated.
------------------------------
Eric
------------------------------
I am coming to you with a specific conundrum on a budget decision-making workflow I have set up. Given pictures speak a thousand words I have attached a few screenshots with the relevant entries filled as an example.
Ultimately the workflow I have set up works a treat for a single entry, however I am trying to achieve a rolling approved budget total to track costs on a specific project as per below:
(0) Original Approved Project Budget // The Initial $ at the project outset. A currency field equalling a specified value that doesn't change.
-------------------------------------------------
(1) Current Approved Project Budget // A running/iterative total of the approved budget. Initially this will equal the value in (0).
(2) Requested Additional Contingency // A specific $ variation request
(3) Requested Revised Project Budget // A numeric formula field of (1)+(2)
-------------------------------------------------
An approval cycle follows as part of the workflow, where the requested value in (2) can be approved, partially approved or rejected by a specific Executive. The approved amount then feeds into another field called:
(4) New Approved Project Budget
- which is a case function: Case([Is the Program Contingency Request Approved?],"Yes",[Requested Revised Project Budget],"Partially",[Requested Revised Project Budget_Partially],"No",[Requested Revised Project Budget_NO])
--------------------------------------------------
That is the current workflow which works well for a single entry. Once the entry is saved and closed and a new one opened, I would like (1) to equal (4), however I have not been able to achieve this. This seems to be a very circular function and I am unsure if Quickbase is able to accommodate what I am thinking.
Any advice will be immensely appreciated.
------------------------------
Eric
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