Create a Worksheet in a Shell Template
You can create a worksheet in the project/shell template Cost Manager by copying from a template or copying from a project/shell.
To create a 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 let you create a worksheet by copying one from a company level template.
- Select a worksheet template and click Save.
To create a worksheet from another project/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 projects/shells.
- Select any Cost Sheet and click the Save button to create a Cost Sheet.
Last Published Wednesday, June 26, 2024