summary for multiple tables
Sorry in advance for being long. Working with big client that rhymes with "foogle" ;-)
I Have over 75 tables but need help with only 4. :-) If someone could help I am available for a video chat, just let me know.
I have the following Tables currently:
Project
Jobs
Time entry
Rate card
Projects<Jobs<time entry<Rate card
Rate card:
Emp Name: List of users
Rate: Free numeric
Time entry:
Job Name: Drop down list from related Jobs table Job Name (ref proxy)
Project Name: Auto pulled from related Job (entered above) Job Name (Text lookup)
Date: date text
Emp Name: Drop down list from related Rate Card table (ref proxy)
Rate: Auto pulled from related Name (entered above) Rate Card Rate (numeric lookup)
Hours: free numeric
Total Time entry $$: formula Rate * Hours
Jobs:
Project Name: Drop down list from related Project table Project Name (ref proxy)
Job Name: Free text
Total Job Actual $$: numeric summary from related Job Name
Projects:
Project name: Free text
Table of linked Jobs
Total Project Actual $$: numeric summary from related Project Name
_________________________________________________________________________
My ask: Currently I can get a Project summary, but when I click on the hyperlink it takes me to the jobs record that comprise that total. I would like it to take me to the time entry records that comprise that total. I need this because I need to build a Monthly Manager Actual $$ approval table. Each manager has 20-200 Projects tagged to them so I need to build a separate to monitor the BVA and approval money spent each month.
I have tried to make a relationship from Project to Time Entry, however the Project name is being auto-pulled based on the Job. I don't want to make the Project a drop-down selection as that will open the door for data to be inconsistent. I tried to set dynamic rule to change the reference proxy but no luck. I think I might have to make a table "Project_to_Time Entry" and have Project<Project_to_Time Entry & Time Entry<Project_to_Time Entry.
I Have over 75 tables but need help with only 4. :-) If someone could help I am available for a video chat, just let me know.
I have the following Tables currently:
Project
Jobs
Time entry
Rate card
Projects<Jobs<time entry<Rate card
Rate card:
Emp Name: List of users
Rate: Free numeric
Time entry:
Job Name: Drop down list from related Jobs table Job Name (ref proxy)
Project Name: Auto pulled from related Job (entered above) Job Name (Text lookup)
Date: date text
Emp Name: Drop down list from related Rate Card table (ref proxy)
Rate: Auto pulled from related Name (entered above) Rate Card Rate (numeric lookup)
Hours: free numeric
Total Time entry $$: formula Rate * Hours
Jobs:
Project Name: Drop down list from related Project table Project Name (ref proxy)
Job Name: Free text
Total Job Actual $$: numeric summary from related Job Name
Projects:
Project name: Free text
Table of linked Jobs
Total Project Actual $$: numeric summary from related Project Name
_________________________________________________________________________
My ask: Currently I can get a Project summary, but when I click on the hyperlink it takes me to the jobs record that comprise that total. I would like it to take me to the time entry records that comprise that total. I need this because I need to build a Monthly Manager Actual $$ approval table. Each manager has 20-200 Projects tagged to them so I need to build a separate to monitor the BVA and approval money spent each month.
I have tried to make a relationship from Project to Time Entry, however the Project name is being auto-pulled based on the Job. I don't want to make the Project a drop-down selection as that will open the door for data to be inconsistent. I tried to set dynamic rule to change the reference proxy but no luck. I think I might have to make a table "Project_to_Time Entry" and have Project<Project_to_Time Entry & Time Entry<Project_to_Time Entry.
