Assigning items to a location, alternate, and WBS values
Changing the number formats on the spreadsheet
Follow this procedure to create new spreadsheet layouts for your own use or layouts that you share with others.
Tip: If you simply want to insert columns into the current spreadsheet layout, right-click a column heading in the spreadsheet, click on the shortcut menu, and then use the Insert Columns window to select the columns.
Note: You must have manage layout permissions to create or edit a shared layout.
To set up a new spreadsheet layout:
-
Open the Spreadsheet Layouts window:
- On the ribbon, from the Sequence group on the Home tab, click
. -
In classic view, click View menu > Spreadsheet Layout, or click
on the toolbar.
This window lists the layouts set up for the current spreadsheet sequence.
- On the ribbon, from the Sequence group on the Home tab, click
-
Select one of the following tabs:
- Shared Layouts. Use this tab to create a new shared layout.
- My Layouts. Use this tab to create a new spreadsheet layout for your own use.
-
Click [Add] to open the Layout name window.
-
Type a name for the new spreadsheet layout, and then click [OK].
The new layout is listed on the tab you selected in the Spreadsheet Layouts window.
-
Select the new layout from the list, and then click [Edit].
Sage Estimating initially creates the new layout with default column properties and fonts.
-
Set the options in the Modify Spreadsheet Layout window.
To change the order of the spreadsheet columns, select the name of the column you want to move, and then click one of the Reposition Column arrows to move it up or down to a new location.
For more information, click
on the title bar of the window and then click a field
or button. -
Click [OK] to save the spreadsheet layout and close the Modify Spreadsheet Layout window.
Tips:
-
A spreadsheet layout is specific to the spreadsheet sequence in effect when you save it.
For example, suppose the spreadsheet is in takeoff order when you save a spreadsheet layout named Quantity Review. The Quantity Review layout is available only when the spreadsheet is displayed in takeoff order.
-
To view the spreadsheet using one of your layouts, click
, and then select the desired layout
from the Spreadsheet Layouts window.