The CrmClosed Tab has 6 columns that will need to be completed each month:
Year – The calendar year for the period.
Quarter – The numerical value of the quarter for the period.
Description - The description of the project.
Schedule – The project schedule health at close; it will be either Green, Yellow or Red.
Budget – The project budget health at close; will be either Green, Yellow or Red.
Type – This will always be BASPR.
This is a concurrent and growing list. You will add on each quarter to the bottom of your list for the
years that need to be loaded. Typically, this is just 2 years of data.