Project management issue - Gantt
Hi all, I'm trying to build a project management app but can't do it. It's pretty simple, there are 3 Workstreams. Under each workstream 3 initiatives. Under each initiative 3 activities. Each activ...
Forum Discussion
AdamKeever1
6 years agoQrew Commander
Hello Adil,
You have your case well defined. That made it very easy to construct the tables and relationships necessary to fulfill your requirements.
Here is the end result:
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Adam Keever
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You have your case well defined. That made it very easy to construct the tables and relationships necessary to fulfill your requirements.
Here is the end result:
=================================================================================================
I started by creating three excel sheets; one for workstreams, one for initiatives, and one for activities. Here is what the data in each sheet looks like:
Create each table in Quick Base and then import the data into each table (Record ID#'s will be assigned based on the order of the records and that is where the ID columns in the sheets come in to play for adding relationships later):
Be sure this checkbox is checked:
And each filed should be set to "Create New Field":
Add a checkbox field for identifying complete activities and a formula numeric field to count complete activities in the activities table:
Create the first relationship:
One initiative to many activities; add summary fields for max end date, min end date, # of activities and total count completed:
Be sure to select ID as the reference field:
Create a formula numeric field in initiatives table to calculate the percent complete:
Create the second relationship:
One workstream to many initiatives; add summary fields for max max end date, min min end date, # of activities and total total count completed:
Be sure to select ID as the reference field:
There you have it.
I started by creating three excel sheets; one for workstreams, one for initiatives, and one for activities. Here is what the data in each sheet looks like:
| Workstreams |
| Workstream1 |
| Workstream2 |
| Workstream3 |
| ID | Initiative |
| 1 | Initiative1 |
| 1 | Initiative2 |
| 1 | Initiative3 |
| 2 | Initiative1 |
| 2 | Initiative2 |
| 2 | Initiative3 |
| 3 | Initiative1 |
| 3 | Initiative2 |
| 3 | Initiative3 |
| ID | Activities | Start Date | End Date |
| 1 | Activity1 | 1/5/2020 | 2/14/2020 |
| 1 | Activity2 | 12/20/2019 | 1/18/2020 |
| 1 | Activity3 | 1/16/2020 | 3/20/2020 |
| 2 | Activity1 | 12/17/2019 | 1/6/2020 |
| 2 | Activity2 | 11/29/2019 | 2/25/2020 |
| 2 | Activity3 | 1/2/2020 | 2/2/2020 |
| 3 | Activity1 | 12/31/2019 | 2/13/2020 |
| 3 | Activity2 | 11/4/2019 | 12/9/2019 |
| 3 | Activity3 | 12/7/2019 | 2/10/2020 |
| 4 | Activity1 | 1/2/2020 | 2/22/2020 |
| 4 | Activity2 | 11/8/2019 | 11/24/2019 |
| 4 | Activity3 | 12/17/2019 | 2/20/2020 |
| 5 | Activity1 | 11/6/2019 | 1/7/2020 |
| 5 | Activity2 | 12/11/2019 | 2/4/2020 |
| 5 | Activity3 | 1/12/2020 | 3/4/2020 |
| 6 | Activity1 | 1/10/2020 | 3/19/2020 |
| 6 | Activity2 | 10/22/2019 | 11/7/2019 |
| 6 | Activity3 | 11/30/2019 | 12/16/2019 |
| 7 | Activity1 | 1/11/2020 | 3/16/2020 |
| 7 | Activity2 | 11/13/2019 | 1/2/2020 |
| 7 | Activity3 | 11/26/2019 | 2/23/2020 |
| 8 | Activity1 | 11/22/2019 | 12/27/2019 |
| 8 | Activity2 | 11/23/2019 | 1/11/2020 |
| 8 | Activity3 | 11/21/2019 | 2/8/2020 |
| 9 | Activity1 | 12/29/2019 | 2/10/2020 |
| 9 | Activity2 | 1/17/2020 | 3/30/2020 |
| 9 | Activity3 | 11/12/2019 | 11/30/2019 |
Create each table in Quick Base and then import the data into each table (Record ID#'s will be assigned based on the order of the records and that is where the ID columns in the sheets come in to play for adding relationships later):
Be sure this checkbox is checked:
And each filed should be set to "Create New Field":
Add a checkbox field for identifying complete activities and a formula numeric field to count complete activities in the activities table:
Use this formula in the [Count] field:
If( [Complete]=true, 1, 0)
Create the first relationship:
One initiative to many activities; add summary fields for max end date, min end date, # of activities and total count completed:
Be sure to select ID as the reference field:
Create a formula numeric field in initiatives table to calculate the percent complete:
Create the second relationship:
One workstream to many initiatives; add summary fields for max max end date, min min end date, # of activities and total total count completed:
Be sure to select ID as the reference field:
Create a formula numeric field in the workstreams table to calculate the percent complete:
There you have it.
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Adam Keever
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AdamKeever1
6 years agoQrew Commander
Here is what the initiatives table looks like:
and you can add lookup fields in the initiatives to activities relationship to lookup the initiative and the workstream so that those details can be seen in the activities table:
and you can add lookup fields in the initiatives to activities relationship to lookup the initiative and the workstream so that those details can be seen in the activities table:
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Adam Keever
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