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Employee Project Assignment

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    Employee Project Assignment

    Fellow members I have a master project assigment worksheet that needs to populate individual worksheets. As I assign projects I need that sheet to update the correct employee sheet that I am budgeting work for. I thought a simple vlook up would work, but I am not matching the correct people to the correct project on their individual sheets. Any suggestions?

    Thanks,

    James
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    Last edited by reddiamond494; 12-20-2012 at 03:06 PM.

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    Re: Employee Project Assignment

    Each time you update information in the assignment sheet, is it fine if the individual sheets are cleared and fresh data input from the top to the bottom of the assignment sheet?
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    Re: Employee Project Assignment

    Each individual assignment sheet requires the employee to input their percent of time worked on each project per month. As long as the budget data from the master sheet and the actual data they key remains intact for each project they are assigned too.

    I am a novice when it comes to VBA, and I would need to know how to modify if any changes are needed.

    I thought a index match formula would work for tying the project name and user together on each individual sheet but I am not sure how to accomplish that.

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    Re: Employee Project Assignment

    Ok, let me push this forward to some formulae experts who can help you.

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    Re: Employee Project Assignment

    not sure if this is something you can work with, but take a look at the attached
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    Re: Employee Project Assignment

    As an update to the forum, I ended up creating unique id's by combining the project name, the employee name, and a sequence number. By doing this I was able to to just use a VLOOKUP to each individual sheet, as the master sheet gets updated it will populate all other employee sheets with that new information.

    I still believe there is a better way to do it, but I will just go with what I have for now. Any additonal suggestions are still appreciated. I am attaching the sheet, just in case it helps someone else.

    Thanks,

    James
    Last edited by reddiamond494; 12-20-2012 at 02:49 PM.

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    Re: Employee Project Assignment

    I will check it out and let you know. Thanks.

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    Re: Employee Project Assignment (Solved)

    Quote Originally Posted by FDibbins View Post
    not sure if this is something you can work with, but take a look at the attached
    FDibbins, thank you for the formula. I think I can use what you did in combination with the unique id and and vlookups I put in and develop a viable solution. thank you for the formula. I will be able to use it in several areas of the complete workbook. I appreciate your time and effort.

    James
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    Last edited by reddiamond494; 12-20-2012 at 03:05 PM.

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    Re: Employee Project Assignment

    happy to help, and thanks for the rep. i forgot to add that you could use filters to hide the blank rows

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    Re: Employee Project Assignment (Solved)

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    Re: Employee Project Assignment

    Yeah, I can handle the filters throughout the worksheet. As I ad the unique id those fields will be blank anyway. I will clean up the entire workbook and share the final product with dummy data and hope it can help somone else too.

    Happy Holidays,

    James

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    Re: Employee Project Assignment (Solved)

    Looks like I'm late but I'll post this here anyway. This version uses dynamic named ranges to get the info, and the individual sheets are auto-populated based on the sheet name. Just make a copy of the 'Individual Sheet Template' sheet and then change the sheet name (NOTE: The value in A1 is dependent on the sheet name, don't alter what is in A1). The rest will auto-populate using the formulas. The template sheet can be hidden when you don't need to make copies of the template.
    Last edited by tigeravatar; 12-20-2012 at 03:31 PM. Reason: Added the note about A1
    Hope that helps,
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    Re: Employee Project Assignment (Solved)

    Quote Originally Posted by tigeravatar View Post
    Looks like I'm late but I'll post this here anyway. This version uses dynamic named ranges to get the info, and the individual sheets are auto-populated based on the sheet name. Just make a copy of the 'Individual Sheet Template' sheet and then change the sheet name (NOTE: The value in A1 is dependent on the sheet name, don't alter what is in A1). The rest will auto-populate using the formulas. The template sheet can be hidden when you don't need to make copies of the template.
    Tigeravatar,

    Thanks this is even better than what I have. It will eliminate all the unique id's I set up. I appreciate your time and effort with this. I will post the final product with all the updates once I get a chance to do them. Happy holidays and take care.

    James

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