I am trying to find a better way of building out our schedule across the entire portfolio.
Current setup:
- Projects table
- Task Table
- Financials Table
Currently the schedule only assumes the task lead times to do a workback for planning along with a workforward schedule that adjusts forecasted delivery based on actual stage gate progress.
Separately we manage finances and track costs and approvals, along with payments, however all of these are linked to the projects. When we hit our budget for the month in our portfolio spend, we end up delaying tasks and pausing development.
So what i would like to do is have the workback schedule anticipate the weekly budget and increase LT for the workback so that we can ensure we are starting projects early enough to schedule in their payments.
Is there a way to structure this with automations and formulas to avoid having to do this manually for 1000's of projects?
