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Can you cross check amounts from different files/folders?

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I know you should not have links between projects. But is there a way to cross check amounts between projects?  For example, amounts reported in the Earnings Press Release are also reported in the 10-Q and I would like to be able to check these in our internal checks/controls dashboard.  Or does it have to remain a manual process?  Thanks!
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  • Lynn Kaminski

    Yes, this can be set up very easily.  We actually link amounts from 10Q/K documents to the earnings release documents where possible. All of the related documents are included in one "Primary Project" for each quarter, and that Primary Project is what is rolled over/copied each quarter so the links stay connected.  We then build out a separate 10Q/K project and a separate 8K project for each respective filing, and include the related documents from the Primary Project that are needed for each filing.  Hope that makes sense!  If not, your CSM should be able to help.

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