Hi!
We are using Airtable more and more, but we have 2 projects that need someone who knows how to do a lot more with what Airtable offers.
Project #1 - Level of Effort - Updating, Approving, and Sharing with multiple people.
Currently we use an Excel Form (one form per person) that contains various types of information — employee name, employee supervisor, employee salary, reporting time period (quarterly or every 6 months), budget #s, budget descriptions, and the percentage allocated per month to each budget #. Every month must total 100%. And budgets also have start and end dates. Once this information is entered, it needs to be sent to the employee, the supervisor, the finance analyst, and sometimes a unit head. The supervisor needs to approve, then the analyst, then a unit head if applicable. If changes are made, the review process must start all over. Would love to run reports/views that identify those with any gaps (less than 100%) and when those gaps will occur. Would also like to keep a history of the approvals. If something could be automated to continue to send the form for approval until approved, that would be wonderful.
The purpose of this is to ensure a staff members level of effort is captured and all parties are aware. The other purpose is to provide leadership with reports that show what staff need additional coverage moving forward.
Project #2 - annual workplan tracking.
We are using Airtable to track our annual workplan deliverables, but it is a tedious and cumbersome process. I would like for someone to review what we do, and make suggestions on how to improve the process.
