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
- Navigate to a shell template (Company Workspace > Admin mode > Templates > Shells > [Shell Template] > Cost Manager > Cost Sheet).
- Click Create > Worksheet > From Template. This option will allow you to create a worksheet by copying one from a company level template.
- Select a worksheet template and click Save.
To create a new worksheet from another project or shell
- Navigate to a shell template (Company Workspace > Admin mode > Templates > Shells > [Shell Template] > Cost Manager > Cost Sheet).
- Click Create > Worksheet > From Projects. The Copy from Projects or Shells window opens. This window will list worksheets from all project or shells.
- Select any Cost Sheet and click the Save button to create a new Cost Sheet.
Last Published Monday, August 28, 2023