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Help me think this through
I have a number of RFP documents, over 50 collected over the past year. Each
time a new RFP opportunity is presented I will reuse parts of the previous documents. My dilemma is how can I organize this data so it is easily accessible. I thought about creating a spreadsheet with the following fields: Type of question (i.e. IT info, company info, etc.) Company Name Document Name Date Then I can take the individual questions from the various RFP's and split them up into different word files and assign a "Document Name" to them which I would then hyperlink with the spreadsheet. Can anyone else think of a better way to organize this data. My company doesn't want to spend the money on a RFP program. I just need something quick and simple. TIA |
#2
Posted to microsoft.public.excel.misc
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Help me think this through
I have a number of RFP documents, over 50 collected over the past
year. Each time a new RFP opportunity is presented I will reuse parts of the previous documents. My dilemma is how can I organize this data so it is easily accessible. I thought about creating a spreadsheet with the following fields: Type of question (i.e. IT info, company info, etc.) Company Name Document Name Date Then I can take the individual questions from the various RFP's and split them up into different word files and assign a "Document Name" to them which I would then hyperlink with the spreadsheet. Can anyone else think of a better way to organize this data. ... Here's a different way. Whether or not it's better is a matter of personal preference. I wouldn't use Excel. I'd just make one large Word file, and use Word's "outline" view. I'd string out the "fields" in a heading for each textual item, then put the corresponding text under that heading. When the outline is collapsed, only the headings are visible. Click on a heading to reveal the corresponding text, and copy it into a new document. If there is a lot of material, there could be two levels of heading; maybe a top-level heading for "Type of question" and a subordinate level for the rest. I like this better than using multiple files. With multiple files, it'd be a chore to make sure that the index file stays consistent with the collection of Word files. Many variations are possible. |
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