About Worksheets

A Worksheet has one or more Estimates in columns. You can add Estimates, evaluate options, select an intended Estimate, and save to show the rationale behind your decisions.

• Double arrows enable you to expand (>>) or collapse (<<) sections of the Worksheet.
  • The Worksheets list is collapsed into a card panel by default.
  To expand it, click _{Image Removed}. To collapse it again, click _{Image Removed}
  • Expanding the list navigates away from the current Worksheet.
  • You can collapse or expand Estimate columns on the current Worksheet. Collapsed columns are remembered per Worksheet.

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• To view Estimates on a map, where you can adjust itineraries, click Image Modified at the top right. To return to the Worksheet, click Image Modified.
• Use tools on the Estimate column toolbar to create, save, copy, or delete records.
• To access Estimate details, click its ESTIMATE ID link.

Toolbar

The following buttons appear on the Worksheet toolbar:

• _{Image Removed}Save All: Save all Estimates in the Worksheet. If you save an Untitled Worksheet, its name changes to quicksave; rename the Worksheet for future reference.
• _{Image Removed}Rename: Rename the Worksheet.
• _{Image Removed}Delete: Delete the Worksheet.
• _{Image Removed}New: Create a new Worksheet.

Adding Estimates to a Worksheet

To add columns to a Worksheet, you can create Estimates, copy them, or search for them on the Find Estimate panel.

Worksheets List

The Worksheets list contains all Worksheets that you have the right to view (you were the last user to save them).

To access the list, on a Worksheet, click the Estimates headingWorksheets heading.

• To view a Worksheet, click its row, or click _{Image Removed} to click << to return to the current Worksheet.

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