Creating a Levels Sheet

When there is no Levels Sheet available, the system displays the Create toolbar option. As explained previously, you can only create one Levels Sheet per shell.

Note: You must have the Create permission to create a Levels Sheet.

To create a Levels Sheet:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Space Manager, and then select Levels Sheet.
  3. Select Create, and select one of the following options:
    • Manual
    • From <shell or project>
  4. Complete the steps for the option that you selected:
    • If you select Manual:
      1. In the Create Levels Sheet dialog box, enter a Title and optional Description.
      2. Select All Levels or Levels with statuses.
      3. If you selected Levels with statuses, select the applicable statuses, such as Occupied or Vacant.
      4. Select Save.
    • If you select From <shell or project>:
      1. In the Levels Sheet window, select Find on Page to find the applicable project/shell.
      2. Click Select, and follow the prompts.
  5. After the sheet is created, from the toolbar, select Refresh Sheet Data to refresh the data on a sheet (update the data).

    This toolbar option does not refresh the log items that are displayed in the Levels Sheet log. Instead, it updates the data that is displayed within the sheet after you open it.

    After you select Refresh Sheet Data, the Last Modified Date field shows "In Progress" until the data update is complete, after which the date of the refresh is displayed.


Last Published Thursday, October 9, 2025