Create a Worksheet in a Shell Template

You can create a new worksheet in the project or shell template Cost Manager by copying from a template or copying from a project or shell.

To create a new worksheet from a template

  1. Navigate to a shell template (Company Workspace > Admin mode > Templates > Shells > [Shell Template] > Cost Manager > Cost Sheet).
  2. Click Create > Worksheet > From Template. This option will allow you to create a worksheet by copying one from a company level template.
  3. Select a worksheet template and click Save.

To create a new worksheet from another project or shell

  1. Navigate to a shell template (Company Workspace > Admin mode > Templates > Shells > [Shell Template] > Cost Manager > Cost Sheet).
  2. Click Create > Worksheet > From Projects. The Copy from Projects or Shells window opens. This window will list worksheets from all project or shells.
  3. Select any Cost Sheet and click the Save button to create a new Cost Sheet.

Last Published Monday, August 28, 2023