I am looking to add a column sum from a group on one board and add it to an item on a different board.
We are an electrical contractor and we track our contract amounts, hours projected, hours used as well as all change orders.
We are currently tracking across 3 different boards.
I am trying to find a way to track the sum of the total change order amounts added to a board that lists all of our contracts so we have updated contract amounts. I need to then divide that total updated contract by the total number of used hours to get a revenue per man hour.
I cannot figure out how to get the sum of one group to a different board.
You can do that with General Caster app.
Thanks for that quick response! I had it downloaded previously thinking it would the solution, but I am not seeing anything on General Caster that allows adding the entire sum of a column on one board to an item on another board. Am I missing something there?
Sorry, I thought you were talking about mirrored or subitems columns. In that case you can use a function in General Caster.
Calculations base on values contained in multiple items are not supported.
Hi @iwiretech - did you manage to progress with this? We would like to do the same thing. thanks!
Hey @iwiretech and @ghunter have you tried connecting the items in the board? you can do this and add a mirror column on the connected board to get a sum of the hours spent, you could do the same for the third board and create a formula in the main board to divide by the sums of the connected/mirrored items.
managing all those connections can be a bit tedious, but if you have a unique id or name you can use the ‘match’ automations to automatically connect items between boards.
Hope that helps!
I ended up reworking my entire system. Instead of having a different board for each contract, I created a single board with contracts being items and the change orders being sub items. And then I added subitem column summaries and used those numbers in my formulas!