Create a Worksheet

You can create a worksheet by copying a worksheet template or copying a worksheet from another project/shell.

To create a worksheet from a template:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Cost Manager, and then select Cost Sheet. The Cost Sheet log opens.
  3. From the toolbar, select Create, select Worksheet, and then select From Template.
  4. In the Create Worksheet Template dialog box, select the template to copy and select Save. The worksheet appears in the log.

To create a worksheet from another worksheet:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Cost Manager, and then select Cost Sheet. The Cost Sheet log opens.
  3. From the toolbar, select Create, select Worksheet, and then select From Projects.
  4. In the Create Worksheet from Project dialog box, click Select.

    The Worksheets list contains each worksheet in each project/shell. If there are multiple worksheets in a project/shell, they are listed separately.

  5. Choose an item, and click Select.
  6. Select Save. The worksheet appears in the log.

You can add manual-entry or formula columns to a worksheet. Rows are created automatically from the CBS codes in the cost sheet.


Last Published Monday, October 13, 2025