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Creating Custom Lists

  Asked By: Brandon    Date: Jan 22    Category: Sharepoint    Views: 954

I need to create a custom list for Initiatives and key milestones. For
each Initiative there can be anywhere from 1 to 10 unique milestones.
Any idea's how I could set that up? I don't want to have create a bunch
of columns like Milestone 1, Milestone 2, Milestone 3....etc.

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2 Answers Found

 
Answer #1    Answered By: Ali Javed     Answered On: Jan 22

Why not create  two lists  -- Initiatives and Milestones -- and then have a
lookup field in Milestones that maps to the ID field in Initiatives?

 
Answer #2    Answered By: Karrie Wooten     Answered On: Jan 22

Could you post an example of a typical Initiative with all of the
information that you need to track? A relationship between the two is
implied, and I'm trying to figure out whether this needs to be moved to a
SQL database or not. For example, if you are only tracking the Initiative
name, you could create  a list  with:

Initiative
Milestone Sequence
Description
etc...

This would allow you to list the Milestones, in order, grouped by
Initiative. You would have to repeat the Initiative entry for each one,
though, which is inefficient. A relational approach, as Peter suggests, is
more efficient, particularly if you need to track additional information
about the Initiative, such as the date started, person tasked, etc. The
Initiative list becomes a lookup in the Milestones list, if I understand
Peter's suggestion correctly. But this requires that you bounce back and
forth between the two lists, which can be awkward. I understand that there
are web parts available that allow you to build input forms and/or reports
from multiple lists, so you might want to research these. Suggestions,
anyone?

Alternately, do you have access to Project Server? This sounds very much
like a series of projects under a different name. Project Server integrates
tightly with SharePoint, and provides some great capabilities to track
tasks, milestones, and resources. Of course, this may be way outside the
scope of your problem.

 
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