I just recently started using Airtable to manage our consultants and we need some help with the database design.
The goal of the Airtable is to give us a financial and project management understanding of where we stand with our consultants, and to also share that understanding with them. To that end, we have the following tables:
- Estimates & Proposals
This seems to work well as we link each estimate/proposal to a consultant and to a project. We also link each payment to a consultant and to a project. At this level everything makes sense and we love the high level view over everything.
What we’d really like now is another table that allows us to enter/track each consultant’s status for each project, as well as calculate the total estimates for that consultant for that project, and the total payments for that consultant for that project.
I can’t figure out how to create this last table (I’m probably thinking about it wrong).
Any ideas? Thank you in advance!