Open the Worksheet Template

After creating the worksheet template, you must open the sheet to add columns.

To open the 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.
  3. Select the worksheet template, and select Open from the gear menu (). The worksheet template window opens.


Last Published Monday, October 13, 2025