Creating Worksheet Templates

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Creating Worksheet Templates

Worksheets are extensions of the cost sheet. They can be used as “sub-cost sheets,” enabling specific calculations or data entry in a separate sheet, which can then be rolled up into a defined project or shell cost sheet column. For example, a worksheet can be used to off-load complex calculations, which can be rolled up into a single cost sheet column. The rows equal the WBS codes on the cost sheet. Worksheets can have multiple columns for data entry or formula calculations, but do not support data rolled up from business processes.

A cost sheet column can be associated with a worksheet as the data entry method. A worksheet column can also be associated with another worksheet, as long as there is not a circular reference. There can be multiple worksheets in a project or shell.

A worksheet template can be created in Administration Mode. Permissions can be controlled for individual worksheets. Worksheets are not independently reportable; however, cost sheet columns that reference worksheets can be reported on.

Create a new worksheet template

Open the worksheet template

Create a worksheet column

Create a worksheet in a project or shell

Delete a worksheet

Add a worksheet column to the cost sheet

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