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Project Briefs Roll-Up

Project Briefs Roll-Up

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Instructions

Wrapping Up

Now that you have your main projects table, you can use formulas to roll up the values from each of the briefs into one, high-level overview! Here are some fun ways to roll up the information:

Reference Column:

In the “Weeks Needed” column, we captured how many weeks was needed to complete a project. We can display this in the main table using a Reference column, or using the following formula:

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Screen Shot 2021-08-27 at 11.33.05 AM.png

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Summary:

To add a summary to your main table, for example, in the “Resources Needed” column:

First, on the

Resources Needed⁠

table, add a “Summary” column that uses the Concatenate formula to concatenate the information you want in the summary:

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Screen Shot 2021-08-27 at 11.38.29 AM.png

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Next, on the main

Projects⁠

table, use the following formula to display that summary:

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Screen Shot 2021-08-27 at 11.37.22 AM.png

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That’s all! I hope that you found these instructions helpful.

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