Sadly, there is no relationship. I'm simply matching Project Codes.
Essentially, we create a Financial Report each month for each project. Once in the financial report, I simply report link to the raw financial data table, and just match Project Codes. I'm utilizing formula queries (which are awesome, one of the best new features QB has come up with in my opinion) to grab the values I want (for example, Travel costs through the selected month).
However, the report link is hard to limit to that month and before. It is the and before part that is the trick. Would be easy to limit to just that month, but I want to show that month and all months leading up to it.
It's not vitally important. This falls under, would be cool if it was easy, but not necessary if it is hard.
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Mike Tamoush
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