Create a Worksheet Template

You can use this template to create worksheets for individual project/shell cost sheets, or for cost sheets in project/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 and groups in User mode.

To create a worksheet template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, and then select Cost Sheets. 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 projects/shells, or multiple worksheets for a project/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 Wednesday, July 2, 2025