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Project Budgets
By Richard Rost   Richard Rost on Twitter Richard Rost on LinkedIn Email Richard Rost   12 days ago

Assign Orders to Projects for Budgeting


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In this video, I'm going to show you how to set up relationships between three tables. We already have a database with customers and orders. We're going to add a projects table for budgeting. Each customer has multiple projects. Every invoice is billed to a project. This now becomes a database with relationships between three tables.

Will from Everett, Washington (a Platinum Member) asks: In my business, we have customers. Customers have projects. Orders must be assigned to a project for budgeting purposes. I see in your Invoicing database how you can assign an order to a customer, but how could I assign that to a project instead? I don't understand how I can then tell what customer the order belongs to. I'm confused. How can I get the CustomerID into the order table if the order is assigned to a project?

Members

Members will learn how to show only projects for the current customer in the order form combo box. We'll display the budget info on the project form and show the budget remaining on the order form. We'll also discuss instances when you might want to store that CustomerID in the order table as well as the ProjectID (a little Database Theory 101 for you today).

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Keywords: TechHelp Access projects, budgeting, billing, reverse lookup, budget query, project combo box, set default project, calculate budget overrun, amount left in budget, calculate budget remaining, budgeting database  PermaLink  Project Budgets in Microsoft Access