GenerallyWorksheet
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
- Open an existing Worksheet that matches closest to what is required
OR
Recall the WST into an existing worksheet, then open it from there
- Modify the Worksheet Structure as required - refer to topic 'Worksheet Structure' in the How Do I help files.
- Save this new WST by:
- Clicking the '>Template' button in the 'Worksheet' TAB
- 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. - Done
Recalling into a Worksheet
Method 1:
- Open the Worksheet and select the cell to hold the WST
- Click the '<Template' button in the 'Worksheet' TAB
- Navigate to and select the WST you want
- Done
Method 2:
- Select the 'TEMPLATES' TAB in the panel on the left
- Click on the required WST
- Drag the WST and drop it onto the required cell in the main worksheet
- Done
Deleting
- Select the WST to delete
- Press the 'Delete' button
OR
Right-click on the WST and choose Delete from the menu popup - Click 'OK' to the Confirm Delete dialog
- Done.
Editing:
- Select the 'TEMPLATES' TAB in the panel on the left
- Double-click on the required WST
OR
Right-click on the WST and choose Edit from the menu popup - Make the required changes
- Close it
- Done
Duplicating:
Recall the WST into an existing worksheet, then open it from there
- Modify the Worksheet Structure as required - refer to topic 'Worksheet Structure' in the How Do I help files.
- Save this new WST by:
- Clicking the '>Template' button in the 'Worksheet' TAB
- 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. - Done