To open a level sheet
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Shells > [shell or shells] > Space Manager> Level Sheets in the left Navigator. The Level Sheets log opens. There is one level sheet per shell.
- Select the sheet in the log and click Open.
To open the Level Sheet properties window
In the Level Sheets log, select the sheet and click Properties.
To create a template for a level sheet
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Shells > [shell or shells] > Space Manager> Level Sheets in the left Navigator.
- Click New. The Levels Sheet Properties window opens.
- Enter an optional description. You cannot change the sheet title.
- Choose whether to include all levels on the sheet or just levels with selected statuses.
- Click OK.
To add columns to a level sheet template
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Shells > [shell or shells] > Space Manager> Level Sheets in the left Navigator.
- Select the level sheet, and click Open.
- Click Columns. The Columns Log window opens.
- Click New. The Column Definition window opens.
- In the Datasource drop-down list, select the data source to use. The list includes the data elements found on the level forms.
- For Entry Method, choose how information is entered in the column. The choices depend on the data source selected.
- For Data Format, select the format for numeric columns. The options are:
- Show as Percentage: Displays data in percentage. For example, if 0.25 is entered, it displays as 25%.
- Decimal Places: Select the number of decimal places to display.
Note: If the data element was defined in uDesigner with a specific number of decimal places, it will override any decimal places you specify here.
- Use 1000 Separator (,): Data is formatted using separators. For example, one thousand is displayed as 1,000 with a comma, not 1000.
- Negative Number Format: Select how negative values are displayed: with a negative sign or in parentheses.
- For Display Mode, select Hide to make the column invisible to users or Show to display it.
- For Total, select what is shown in the bottom summary row for each column. The options are:
- Blank: Summary row is blank.
- Sum of All Rows: Displays the sum total of all row values for this column.
- User Formula Definition: Displays the result of the formula entered in the Formula field.
- For Average, select Blank or the average of all rows.
- For Column Position After, select a column from the list to specify its position on the sheet.
- Click OK.