I am a partner in a construction business that has recently decided to use Monday to track all of our projects, expenses, contractors etc… We have one board where we house all of our sub contractors and their specific trades. Then we have another template board for all projects we have broken down by what the project needs by line item for example: framing, sheet rock, roofing.
(Boards are connected) Let’s just say that on project one we have two line items being framing and roofing. For framing we have six people we could call on as well as the roofing. We will only choose one individual for that specific job and would like to display their information. However, when we go and click on the drop down for the line items (sub contractor names) from the contacts board we just get the full list of names with no filter of specific trade.
Is it possible to have the connected column only show a filtered view of a group of people by their trade. So that when our Project managers are figuring out who to put in place for a specific job they don’t have to keep switching between boards seeing who does what?
I was thinking a formula function with some type of dependency could possibly be the answer, but I am still new to that as well. Any help will be appreciated!
Thanks in advance!