Create a Worksheet Template

You can use this template to create worksheets for individual project/shell cost sheets, or for cost sheets in project/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 and groups in User mode.

To create a worksheet template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Templates > Cost Sheets. The Cost Templates log opens.
  3. Click the Create button and choose Worksheet. The Worksheet Properties window opens.
  4. Complete the Worksheet Properties window:
    • Name: 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 projects/shells, or multiple worksheets for a project/shell.
  5. Click Save 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 CBS codes within the corresponding cost sheet.


Last Published Wednesday, June 26, 2024