How to create a project tracker with 2 worksheets that tie together

[josephdepasq]

I am trying to create a project tracker in Excel. I would like this to have 2 parts and I don't know the best way to tie them together. The first part is an excel sheet that would contain the project information in fields such as client, ID#, location, project dates etc. These fields would be static.

Status	Project description	FPID #	Project #	Client	Engineer	UC	Let date	Cert date	Spec date	Prod date

The second part tracks communication back and forth between the client. This would allow us to fill in fields when the project is first created (plans date) and then track when we send out items (sent date) and when we receive responses (received date) . We communicate with these clients generally 3-6 times over the course of the project which can last over a year.

	Plans dated	Sent date	Due date	Received	Item received	log updated	Comments
Scope		10/31/22	11/31/22
Initial		10/31/22	11/31/22	12/01/22
30%		10/31/2022	12/21/2024
60%
90%	N/A
100%

Is there a way to make a workbook that contains an excel sheet for the first worksheet which then connects to a second worksheet which contains the tracker worksheet?

Ideally when I add a new project to the first worksheet it would generate the second.



I am open to other ways of managing this.

Any input is appreciated

 

[josephdepasq]

Thank you!

3.xlsm

Microsoft Excel Workbook

1drv.ms

 

[Candyman8019]

Give this a try...

3.xlsm

Microsoft Excel Workbook

1drv.ms