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Jun 09, 2021 02:57 PM
I have two bases that I am trying to design a relationship between and am feeling puzzled about how to get them to do the things I need. I have been staring at the records for a few days now, so it is time to ask for help– thank you in advance!
Base 1: Volunteers– this has our database of volunteers with their info and interests and volunteer notes
Base 2: Project Management– this has a Projects table and Tasks table that are linked
Objectives:
Create a Volunteer Log table for tasks completed (from Tasks table in P.M. base) and amount of time spent volunteering – If possible, I would love for this log to originate in the Volunteers base rather than P.M. base.
Task report view (in Tasks table of P.M. base) that shows how much volunteer time was spent on a given task. It seems like this number should come from a rollup from Volunteer Log…
Project report views (in Projects table of P.M. base) showing how many volunteers were involved in a project (rollup count) and the number of volunteer hours (rollup sum) spent on a project. Each Task from Tasks table is assigned to a project, so it seems like this number should be a rollup from the Task volunteer hour entries (which maybe is derived from Volunteer Log?)
Have comprehensive volunteer data IN the Volunteers base so we have an overview of how many hours a person has volunteered, what kind of tasks they have volunteered for, what projects they worked on… all while NOT cluttering my P.M. base with too much volunteer data
I feel like I have almost figured this out through various linked records and table syncs between the two bases, but I keep missing one step in the relationship. For the reporting values, I know this will come from rollup fields but the order of linking/syncing to GET the correct numbers is where I’m stuck. So, to reiterate:
If anyone can advise on design that would make these things possible, I would be very appreciative!