Hi - I am trying to move from Smartsheet to Airtable, but have a specific way we track phases of some of our jobs. Attached is a screenshot of our current Smartsheet that allows for a customer line with all of the associated phases to be beneath and associated with the parent row - and the dollar amounts roll up. We track each phase as individual “jobs” beneath the summary job and the ability to “collapse” on Smartsheet limits a gigantic sheet. I realize the structure of Airtable is different and most likely is not able to re-create what I have, but I do need to be able to have the same basic idea and not sure where to start. Thanks for any input offered!
It Airtable, you’d do this by separating each idea into its own table.
So you’d have a Clients table, a Jobs table, and a Phases table.
A Client record can be linked to many Jobs.
A Job record can be linked to many Phases.
A Phase record can only belong to one Job.
A Job record can only belong to one Client.
With this setup, you’ll be able to Rollup dollar amounts of all Phases on a Job in the Jobs table. You’ll likewise be able to Rollup dollar amounts of all Jobs on a Client in the Clients table.
Hope that clarifies for you.