Creating Level Sheet Templates

To open a level sheet

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. 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.
  3. 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

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Templates > Shells > [shell or shells] > Space Manager> Level Sheets in the left Navigator.
  3. Click New. The Levels Sheet Properties window opens.
  4. Enter an optional description. You cannot change the sheet title.
  5. Choose whether to include all levels on the sheet or just levels with selected statuses.
  6. Click OK.

To add columns to a level sheet template

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Templates > Shells > [shell or shells] > Space Manager> Level Sheets in the left Navigator.
  3. Select the level sheet, and click Open.
  4. Click Columns. The Columns Log window opens.
  5. Click New. The Column Definition window opens.
  6. In the Datasource drop-down list, select the data source to use. The list includes the data elements found on the level forms.
  7. For Entry Method, choose how information is entered in the column. The choices depend on the data source selected.
  8. 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%.

      Note: When entering the percentage values in your sheet, if you are working in Classic View, then enter the value by using decimal number format. For example, for ten percent, enter: 0.1, and if you are working in Standard View, then enter the value by using percent format. For example, for ten percent, enter: 10%. The value that Unifier uses to validate the value of the Percentage column, when applicable, will be: 0-100.

    • Decimal Places: Select the number of decimal places to display.

      If the data element was defined in uDesigner with a specific number of decimal places, it will override any decimal places you specify here.

  9. For Display Mode, select Hide to make the column invisible to users or Show to display it.
  10. 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.
  11. For Average, select Blank or the average of all rows.
  12. For Column Position After, select a column from the list to specify its position on the sheet.
  13. Click OK.

See Also

Setting up the Space Manager

Space Manager Prerequisites

Importing and Configuring Levels and Space Types

Configuring Levels and Space Types

Configuring Space Manager Configuration Package

Creating a Stack Plan Template

Setting Permissions for the Space Manager

Query Tabs in Spaces


Last Published Saturday, July 13, 2024