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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.
- The Worksheets list is collapsed into a card panel by default. To expand it, click
. To collapse it again, click 
Insert excerpt VIP - Details View - Card Panels VIP - Details View - Card Panels nopanel true - To view Estimates on a map, where you can adjust itineraries, click
at the top right. To return to the Worksheet, click 
. - 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:
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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 Worksheets heading.
Insert excerpt VIP - List View VIP - List View nopanel true - To view a Worksheet, click its row, or click to return to the current Worksheet.
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