You can use this template to create worksheets for individual project or shell cost sheets, or for cost sheets in project or shell templates.
Worksheets are created similarly to cost sheets. The user who creates a worksheet will be the owner of the Worksheet. The owner can grant permissions to other users / groups in User Mode.
To create a new worksheet template
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Templates>Cost Sheets in the left Navigator. The Cost Templates log opens. |
| 3 | Click the New button and choose Worksheet. The Worksheet Properties window opens. |
| 4 | Complete the Worksheet Properties window: |
| • | Title: Enter a unique title to identify the worksheet or template. This is a required field. |
| • | Description: Enter an optional description. This is especially useful if you plan to create multiple templates for use in different project or shells, or multiple worksheets for a project or shell. |
| • | Default View: You may choose either or both of the Default View checkbox options: |
| • | Open in maximized view: when the worksheet or template is opened, it will automatically open maximized, or full-screen |
| • | Open in split mode: when the worksheet or template is opened, it will automatically open as split (same as clicking the Split button) |
If these options are not selected, the worksheet or template will open by default to a size slightly smaller than the Primavera Unifier screen, and not split. The window can be resized by clicking the Minimize or Maximize/Restore buttons in the upper right corner of the window, or by dragging the edges of the window to the size that you need.
| 5 | Click OK to save and exit the window. The worksheet template is listed in the log. |
You can open the worksheet template and configure it by adding columns; the rows will be the WBS codes within the corresponding cost sheet.
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