AnsweredAssumed Answered

Best way to create this?

Question asked by NickLawrence on Feb 17, 2014
Latest reply on Feb 18, 2014 by NickLawrence

Title

Best way to create this?

Post

     Hi all,

      

     I need to convert an excel spreadsheet in to an FMPro file, (see Fig: 1 & Fig: 2) is it best to use a portal to show the expenses for the project as shown in Fig: 1, and how would I get it to summarize as in Fig: 2?

      

     Any help greatly appreciated

      

      

Fig: 1

      

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               
                    

Client:

               
                    

                         Joe Blogs

               
                    

                          

               
                    

                          

               
                    

Project:

               
                    

                         Project 1

               
                    

                          

               
                    

                          

               
                    

Blitz Days

               
                    

                         27-Feb

               
                    

                          

               
                    

                          

               
                    

Invoice:

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

Role1

               
                    

Role2

               
                    

Role3

               
                    

Role4

               
                    

Role5

               
                    

Role8

               
                    

Total

               
                    

                          

               
                    

                         Staff1

               
                    

                         Staff2

               
                    

                         Staff3

               
                    

                         Staff4

               
                    

                         Staff5

               
                    

                         Staff6

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

Train

               
                    

                          £             10.00

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

 £        10.00

               
                    

Bus/Tram

               
                    

                          

               
                    

                          £             15.00

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

 £        15.00

               
                    

Taxi

               
                    

                          

               
                    

                          

               
                    

                          £        20.00

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

 £        20.00

               
                    

Mileage

               
                    

                          

               
                    

                          £           114.00

               
                    

                          

               
                    

                          £        25.00

               
                    

                          

               
                    

                          

               
                    

 £      139.00

               
                    

Parking

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          £        30.00

               
                    

                          

               
                    

 £        30.00

               
                    

Hotel

               
                    

                          

               
                    

                          £             70.00

               
                    

                          

               
                    

                          

               
                    

                          

               
                    

                          £        35.00

               
                    

 £      105.00

               
                    

Food

               
                    

                          

               
                    

                          £             25.00

               
                    

                          

               
                    

                          

               
                    

                          £        50.00

               
                    

                          

               
                    

 £        75.00

               
                    

Total

               
                    

 £             10.00

               
                    

 £           224.00

               
                    

 £        20.00

               
                    

 £        25.00

               
                    

 £        80.00

               
                    

 £        35.00

               
                    

 £      394.00

               

      

      

Fig: 2

      

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       
                    

Client

               
                                          

Train

               
                    

Bus/Tram

               
                    

Taxi

               
                    

Mileage

               
                    

Parking

               
                    

Hotel

               
                    

Food

               
                    

To Invoice

               
                    

Inv No

               
                    

Paid or
                         Unpaid

               
                    

 Contract Limit

               
                    

                         Joe Blogs

               
                    

                         Project 1

               
                    

                         £10.00

               
                    

                         £15.00

               
                    

                         £20.00

               
                    

                         £139.00

               
                    

                         £30.00

               
                    

                         £105.00

               
                    

                         £75.00

               
                    

£394.00

               
                                                                

                         £500

               

      

Outcomes