I am working on a SharePoint Team site (SP 2010) that needs to take in a fund request, have it approved, and once it is approved, ultimately deduct the total fund from a limited budget. I am having trouble creating the lists or workflow to achieve this.
Currently, my main lists briefly look like...
[List 1 - Fund List]
Text - Fund Group (for cascading lookup purposes)
Text - Actual Fund
Currency - Total Fund Budget
[List 2 - Request List]
Cascading Dropdown - To filter the actual funds, by the funding group, and request money from the fund
Calculated (sum of request items) - The money that will be deducted from the fund
I have left out columns that are not relevant to the topic
Personally, I would like to apologize if the solution is easy and I am wasting your time, I've only worked in SharePoint 2010 for a few months and may be overlooking the solution. The ultimate goal is to have a running budget that automates manually updating excel tables, and a view for the Director of the organization to quickly see where they stand financially. I have been looking for a template that does exactly this (I thought it would be more common) but with no luck...
Reply if you can help or have a better idea of how to run this!Thanks!