Extensive Workbook Creation

[Anshin]

I need to create a new workbook to track what will amount to up to 7 phases
of development for about 300 deliverables. My boss wants to be able to look
at this master list and see the history, by date...and misc. comments, of the
development of each Deliverable. Lastly, he wants a SUMMARY WORKSHEET where
you can click and extract data from the Workbook. Further brief instructions
include:

1) Each PHASE should be a new tab/worksheet
2) Each Delverable should have a unique identifier (D100, D101, D102)
3) Each ROW should be a description/title of each DELIVERABLE
4) Each COLUMN should be stages of each PHASE (Pre-review, assigned,
completed)
5) Dates corresponding to stages of each PHASE for each Deliverable should
go left to right as we well as history/life cycle of each Deliverable
6) "Completed" stage/column should have a drop down box to click on "yes" or
"no"

Any advice on how to design this is helpful. Plus, drop down box, summary
page to extract info (hyperlink?) etc.

 

[protonLeah]

Actually, this sounds like a job for an application like MS Project, not
Excel

 

[CLR]

You seem to be constrained to do it exactly like the Boss stated. And you
have pretty much described exactly how you are going to do it. Not sure
what you want from us, except maybe to tell you that the way you described
is not the way I think I would do it. I would prefer a single master
database with added "Stage" and "Phase" columns. Then, on demand, each
"Phase" sheet could be prepared with the AutoFilter and examined or printed
out....the same with the "Summary" sheet, for whatever data it might
contain.

Vaya con Dios,
Chuck, CABGx3