Access newbie: setting up a complicated project

EdNerd

Active Member
Joined
May 19, 2011
Messages
464
I usually use Excel, and through creative formulas and macros have been able to get myself in some pretty deep trouble!! :eeek:

I just finished a one-semester class in Access 2007, and did very well. I now know just enough to get myself into even more trouble!

Actually, I did learn enough to understand that I need to ask a lot of questions about setting up a project before I ever even start it. And this may well be too complicated for me to build. But I'd like to see how much I can grasp.

I deal with engineering reports. An "event" occurs, and we write a report. We've got about 35 people writing reports across about 150 projects. At the moment, we're tracking (not writing, just keeping track of) all these reports using Excel workbooks, at least one workbook per project.

This task screams for a database. I'm wondering how to break down the table structure, and deal with a few "gotchas".

For each report, we track the following:
Project number
Project item involved in the event
Event description
Event date and time
Event category
Who's writing the report
Report number
Deadline for completion
(date depends on event category)
Does this report need ammending with more info?
Who's reviewing the report
Deadline for review
(date depends on event category)
Date submitted for review
Date review began
Date submitted for acceptance
Deadline for acceptance
(date depends on event category)
Date accepted

One of the "gotchas" is that for every event, there are parameter numbers. Could be cycles, pressures, hours, miles, whatever. These parameters vary widely across the different project items. So each project item has to have its own parameter table. Could be two, could be 30 columns. But that unique table has to show for only the asscociated item, and has to be adjustable should the engineers decide to throw another meter on it!!

Another "gotcha" is that this must be implemented across the corporate intranet with the tables on an accessible server somewhere and the forms available to maybe 200-300 people with at least three different levels of general access, and a couple of "special" modes for the reviewers and the Boss.

We do periodic reviews to see how people are meeting deadlines. At the moment, the reviewers need to pull in a dozen workbooks and run a program to cull out the one person under review. We also need to generate an overall timeliness report across a section of projects. This also requires a review of up to 100 workbooks. I'm thinking these are much better done with queries.

*whew*!! It's 'way above my place in the food chain at the moment. But I'd love to learn how to do this.

Any thoughts?
Ed
 

Excel Facts

Lock one reference in a formula
Need 1 part of a formula to always point to the same range? use $ signs: $V$2:$Z$99 will always point to V2:Z99, even after copying
Take a real hard look at the first 3 topics(at least) here.
http://www.rogersaccesslibrary.com/forum/topic238.html

And then try the Hernandez process.

The key is getting a working data model (entity relationship diagram).
You can test the model with some of your sample data. If the model doesn't support what you need, "tweak it" and repeat the testing, until you're satisfied. Then build the database.
 
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Wow!! That's a lot of stuff! I know I'm gonna need to go back and try to digest some more. In the meantime, let me bounce this off y’all to see if I’m on the right track.<?xml:namespace prefix = o ns = "urn:schemas-microsoft-com:office:office" /><o:p></o:p>
<o:p> </o:p>
At the base is the engineering project. <o:p></o:p>
-- Each project has a unique ID<o:p></o:p>
-- Each project has one or more project items<o:p></o:p>
-- Each project will have multiple reports against each item<o:p></o:p>
<o:p> </o:p>
Each project collects a parameter set for each project item<o:p></o:p>
-- The parameter names are not unique to any project<o:p></o:p>
-- The number of parameters per project can vary from one to ten<o:p></o:p>
<o:p> </o:p>
Within each project, we have one or more project items<o:p></o:p>
-- Each item has an ID that is unique within that project only;
that ID might be used in another project for a different item<o:p></o:p>

-- Project items may be used in multiple projects simultaneously<o:p></o:p>
-- Each item will have multiple events<o:p></o:p>
<o:p> </o:p>
An engineering event generates one report<o:p></o:p>
-- Each event has a date, time, and parameter set that are
not unique for the project, item, or report collection<o:p></o:p>

-- Each event is assigned to one of four categories;
the same four categories are used for all projects and events<o:p></o:p>

<o:p> </o:p>
Reports have writers and reviewers<o:p></o:p>
-- Each report has one writer and one reviewer <o:p></o:p>
-- Writers and reviewers work across multiple projects simultaneously<o:p></o:p>
-- Writers and reviewers can each do either job function<o:p></o:p>
-- Each writer and reviewer has an ID <o:p></o:p>
== Personnel IDs are unique to the person<o:p></o:p>
== Each person can have more than one ID<o:p></o:p>
== The same ID is used regardless of job function<o:p></o:p>
<o:p> </o:p>
Tracking each report requires the following:<o:p></o:p>
-- Unique project ID<o:p></o:p>
-- Project item ID - unique only within that single project<o:p></o:p>
-- Event date, time, and parameters<o:p></o:p>
-- Event description<o:p></o:p>
-- Event category<o:p></o:p>
-- Report writer ID<o:p></o:p>
-- Date written<o:p></o:p>
-- Report reviewer ID<o:p></o:p>
-- Date reviewed<o:p></o:p>
-- Date submitted<o:p></o:p>
-- Date accepted<o:p></o:p>
<o:p> </o:p>
Each report generates calculated deadlines<o:p></o:p>
-- Deadlines are dependent on the event category<o:p></o:p>
-- Three deadlines are generated:<o:p></o:p>
== Report completed by date<o:p></o:p>
== Report submitted by date<o:p></o:p>
== Report accepted by date<o:p></o:p>
<o:p> </o:p>
So far, that’s tables for:<o:p></o:p>
-- Projects<o:p></o:p>
-- Project items<o:p></o:p>
-- Events<o:p></o:p>
-- Reports<o:p></o:p>
-- Report categories<o:p></o:p>
-- Personnel (writers/reviewers)<o:p></o:p>
-- Event categories<o:p></o:p>
<o:p> </o:p>
How am I doing?<o:p></o:p>
<o:p> </o:p>
How would you deal with the calculated deadlines? If the deadline requirements change, we would want to make sure we had the previous deadlines saved, and the new calculations showing up only after the date they were authorized.<o:p></o:p>
<o:p> </o:p>
Ed
 
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