Worksheet Templates

Generally

Worksheet Templates (WSTs)  define the Structure of a Worksheet, and are created for measuring/pricing items of a particular nature.

WSTs are always created by opening an existing worksheet, modifying it, then saving it as a WST.

Creating
  1. Open an existing Worksheet that matches closest to what is required
    OR
    Recall the WST into an existing worksheet, then open it from there
  2. Modify the Worksheet Structure as required - refer to topic 'Worksheet Structure' in the How Do I help files.
  3. Save this new WST by:
    1. Clicking the '>Template' button in the 'Worksheet' TAB
    2. Select the Name of this Template and where to save it
      It is recommended but not mandatory to save this in the '....Estdata8/WSTemplates' folder - this is the Default folder for containing WSTemplates.
      You can if you wish also create subfolders in this folder to hold WSTs of the same kind.
    3. Done

Recalling into a Worksheet

Method 1:
  1. Open the Worksheet and select the cell to hold the WST
  2. Click the '<Template' button in the 'Worksheet' TAB
  3. Navigate to and select the WST you want
  4. Done

Method 2:
  1. Select the 'TEMPLATES' TAB in the panel on the left
  2. Click on the required WST
  3. Drag the WST and drop it onto the required cell in the main worksheet
  4. Done
Deleting
  1. Select the WST to delete
  2. Press the 'Delete' button
    OR
    Right-click on the WST and choose Delete from the menu popup
  3. Click 'OK' to the Confirm Delete dialog 
  4. Done.
Editing:
  1. Select the 'TEMPLATES' TAB in the panel on the left
  2. Double-click on the required WST
    OR
    Right-click on the WST and choose Edit from the menu popup
  3. Make the required changes
  4. Close it
  5. Done
Duplicating:
  1. Recall the WST into an existing worksheet, then open it from there
  2. Modify the Worksheet Structure as required - refer to topic 'Worksheet Structure' in the How Do I help files.
  3. Save this new WST by:
    1. Clicking the '>Template' button in the 'Worksheet' TAB
    2. Select the Name of this Template and where to save it
      It is recommended but not mandatory to save this in the '....Estdata8/WSTemplates' folder - this is the Default folder for containing WSTemplates.
      You can if you wish also create subfolders in this folder to hold WSTs of the same kind.
    3. Done