monthly projection table creation

If you just want to create 6 records "once" then you can set up an Automation to do this.  For any values that you need such as the date fields, you would have fields on your project record to calculate those values.  That way you can have those fields available to you when writing the 6 steps of the Automation. 

You will need to give some thought as to what you want to use for the Trigger of the Automation.

It was not clear to me form your post if you need to auto create addition rolling months forward as time progresses.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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