Create a New Worksheet Template

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 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 project or shells, or multiple worksheets for a project or 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 Monday, August 28, 2023