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I’m still plugging along with an Airtable portfolio/project tracker PoC used to support our weekly reporting requirements. I would like to have unique milestones (i.e. different sets of milestones) tied to specific projects. Currently, I have 3 tables with the following (relevant to this discussion) information:


pPortfolio]

– {Project Name} - Primary field

– {Milestones} - linked to eMilestones] table.

bStatus Report Entries]

– {concatenated Project Name + Date/time formula} - Primary field

– {Project Name} - Linked to LPortfolio] table

– {Status} - Long Text

– {Milestone} - Linked to }Milestones] table

bMilestones]

– {Milestone} - Primary field

– {Project Name} - Linked to NPortfolio] table


When our managers enter information into the Status Report Entries table, I would like the {Milestone} field to only pull milestones available for a specific project.


Ex)
{Milestone} = Field Work , {Project Name = Proj 1}

{Milestone} = Stakeholder Approval , {Project Name = Proj 1}

{Milestone} = Regulatory Approval , {Project Name = Proj 1}

{Milestone} = Discovery , {Project Name = Proj 2}

{Milestone} = Procurement , {Project Name = Proj 2}

{Milestone} = Execution , {Project Name = Proj 2}


Somebody entering information for Proj 2 in the Status Report Entries table should not be offered any of the Proj 1 milestones. Currently, given the above configuration, all entries in the lMilestone] table are offered during rStatus Report Entries] data addition.


Is there any way (either with my current config or a different one) to limit selections of milestones to current project? I feel like I am too deep in the weeds and would enjoy another perspective. Thanks.


(edited mangled format)

Hello @Darrin_Hawe - Were you able to successfully get your Portfolio Project tracker PoC to work? I would love to connect and see how it worked out. Trying to do something very similar.

Thank you,

Dani


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