I see the hint for referencing the cost source but still not sure how to create these formulas
Did you write Lookup formulas for the Cost Source object? You will use the same type of formulas here to bring in additional information that exists in the Acme Project Status file. To be able to use a lookup formula to bring information from one file into another file, there needs to be a column that can match. For example, if Cost Center in Acme Project Status is = Functional Unit in Acme Project List then in order to bring in the information for Approved Budget I would write this formula: =Lookup(Functional Unit, Acme Project Status, Cost Center, Approved Budget). For an explanation of how to write/read this formula, go to #03 Instructional Videos in the Backpack and watch the video I recorded called "Writing Lookup formulas and If Statements"
As you map these columns you will add into the Master Data table, make sure they have the correct column type. The options are label, date, numeric. If the Master Data table is color coded for numeric and your column is a label, go back to the formulas step and change the column type to the appropriate column.
Let me know how it goes!
What page on you on Omar?
Omar Zettler | Systems Analyst II ITD | Financial Planning
9500 Euclid Ave. Cleveland, OH 44195
Thanks! Will be in meetings until later today then will work on these suggestions and report back.
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