Hi There,
I am working on an estimation app in 3 Phases and I think I need some expert opinion on my Phase II plan and if this is right approach and what function should I be using to accomplish this task. (I am ok with switching strategy for Phase II) Phase I is built up and working.
Phase I : New Project Data Form:
We receive project data and we enter the data in steps into a form which creates a record for each incoming project. This is working quite well after some testing and troubleshooting. Ready for Phase II. This also sends emails, creates folders and notifies team members.
Phase II : New Project Estimation (MY QUESTION)
After creating project records, I have a gallery list of these records. I want to select the project record and create a new Estimation Record in a different list which stores and calculates estimates. I do not want all of the data fields and columns to pass through into the Estimation Record from the Project Data Record. Only a select few such as Project ID, Name, Client, etc.
Then, I have a List of about 200 task items which may be applied to each estimation. This data is structured and tabled. I want to be able to select a task item from the list and add it to the record so we can estimate. These task items are standard, and I imagine that each one will be a column in the list. (we are limited to 300 columns in sharepoint)
Some projects may have 10 Tasks and some may have 100 tasks, it depends on the size and scale of the project. I originally started building this in Excel and Access, but thought I should look to the future and work with power tools.
Phase III
Start New Project, which will take data from New Project Data, New Project Estimation and then prepare the New Project, setup teams, emails, folders, etc based on the previously entered data. (This phase I could start working on, but have not yet)
