08 - Linking & Setting Up Master Sheets

Summary

  • :star2: Overview of Master Sheets: Explanation of how to create and use a “Master Sheet” for cost centers, ensuring consistent templates for future projects.
  • :bar_chart: Customizing Cost Centers: Steps to add, rename, and manage cost centers in a master sheet, emphasizing flexibility and iterative updates.
  • :link: Linking Master Sheets: Demonstrates the process of linking and syncing a master sheet to new projects, ensuring any updates in the master sheet reflect across linked sheets.
  • :arrows_counterclockwise: Dynamic Updates: Shows how to make real-time changes to the master sheet and propagate those changes to all linked projects without manual data re-entry.
  • :hammer_and_wrench: Switching Masters: Instructions on how to switch to a new master sheet mid-project and set it as the default for subsequent projects.
  • :open_file_folder: Automation: Highlights how linking master sheets reduces repetitive work and ensures uniformity in project setup.

Insights Based on Numbers

  • 1-2-3-4-5-6 (Custom ID): Demonstrates an example ID added dynamically to cost centers to illustrate real-time updates.
  • Multiple Masters: Encourages creating multiple master sheets tailored for different project types, emphasizing efficiency and organization.