In this article, we will show you how to create and delete a Worksheet, as well as how to arrange Worksheet content after you have completed estimating your products.

1. Add a new Worksheet.

Step 1: To create a new Worksheet, go to the Worksheet [1] tab and select New [2] command.

Step 2: Select Worksheet type, such as proposal, quotation, work order, purchase order, or invoice.

Step 3: Select group style (such as by product, by area, etc.) and check the box called "Import Project Estimation".

Note: 

• By product: a full list of project items with usage quantities and sales data without room and floor layer info is displayed.
• By area:  project items assigned are listed under each room label.
• By product trade:  project items marked by that trade are listed.
• By product break by room: project items broken down by its usage under each assigned rooms.
  

When you have the worksheet set to organize by room/area the estimations for Net Area/Roll Goods or products set to Sell by: Box will be imprecise because it will try and round the products to the nearest roll/box in each room.

Here is a sample Proposal worksheet that organizes items by Area/Room:

2. Arrange Worksheet columns.

You can change the grouping by rearranging the column order via left-clicking and dragging. In the example above, you can left-click the Area title in the second column and drag it to the left of the first column, Floor. Whereas before the worksheet was organized by Floor first and Area second, after moving the columns, the worksheet is now organized by Area first, and by Floor second:

To select which columns to show and which ones to hide, right-click on the top panel of column [1] names and click Select Columns [2] from the drop-down menu; or select Select Columns [3] button on top ribbon [3]. In the Select Columns window, you can customize what to show in your worksheet by checking or unchecking the boxes.

Alternatively, you can right click [1] on a column and select Hide [2] to not display just one particular column.

3. Delete a Worksheet.

Left-click to select a tab [1] and select Delete Worksheet [2] command.

4. Add new product items to a Worksheet.

To add a new item, left-click Add command. This adds a new line item for you to enter the values in manually.

To add an item from the Database, left-click From DB [1]. Select the Product(s) [2] you want to add and their Quantities [3].

To prevent line item(s) values from being altered when editing the Worksheet or Takeoff left-click Lock [1], this will gray out the line item [2] preventing the values from being updated when the worksheet is Reloaded. The Unlock [1] option will allow it to be updated again.