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Setting up a spreadsheet layout

Applying a layout to an estimate

Edit Spreadsheet Layout Details window

Edit Spreadsheet Layouts window

This window contains a list of the layouts to which you have access.

From this window, you can:

  • Add a new layout.
  • Edit or duplicate an existing layout.
  • Remove an existing layout, or restore a layout you removed. (You can restore a layout only if you have not yet closed the window since deleting the layout.)
  • Share a selected custom layout with other Sage Estimating (SQL) users, or simply keep it for your own use.

Note: You must have Manage Shared Layout permission to create or edit a shared layout.

Open the Edit Spreadsheet Layouts window in one of these ways:

  • On the ribbon, from the Spreadsheet Display group on the Home tab, click Layouts.
  • In classic view, right-click the sequence tab, and then click Select Layout from the shortcut menu.

For more information, click the Help icon available on the ribbon on the title bar of the window, and then click a field or button.

Tips:  

  • A ü in the Default column means that the layout is used for new sequences.
  • Whenever you display an estimate sequence, Sage Estimating (SQL) applies the most recently used layout for that sequence. If the sequence has not been used before, Sage Estimating (SQL) applies the default layout.

  • If you just want to insert columns into the current layout, simply right-click a column heading in the spreadsheet, click Insert on the shortcut menu, and then use the Insert Columns window to select the columns. You can easily save your changes to the current layout or save the layout with a new name using the Save or Save as buttons on the Home tab of the ribbon.

  • To display a Search box for the Layout grid if it is not visible, press Ctrl + F.

Items in this window

Tab Description
Name

This column lists the names of the layouts to which you have access that were created for the current spreadsheet sequence. These can be layouts you created for your own personal use or to share with others, and layouts shared with you by others.

Sage Estimating (SQL) determines the list to display based on the current operator who is logged on to Sage Estimating (SQL).
Shared

This selection indicates that a spreadsheet layout is one that is currently shared with other users.

You can select any shared layout and copy it for your own use by clicking [Duplicate]. This feature allows you to create a personal layout using a shared layout as the basis.
Comment Comments are optional information that you can save with the layout. For example, you can use them to suggest when to use the layout because of certain unique features.
Default

Select this option to use the layout as the default for new spreadsheet sequences.

Details

[...]

 Click this button to display the Edit Spreadsheet Layout Details window, where you can modify a variety of attributes for the layout (such as the columns to display and their order, the background color, the fond, and so on)..
Button Notes
[Add]

Opens the Edit Spreadsheet Layout Details window, where you can create a new spreadsheet layout for the estimate .

After you click [OK] to save the new layout, edit it by clicking [Edit].

You must have manage layout permissions to create a new shared layout.
[Image of Ellipsis button]

Displays the Edit Spreadsheet Layout Detailswindow, where you can modify or rename a selected layout.

Note: You must have Manage shared layouts permission to edit a shared layout.
[Remove]

Removes the selected custom spreadsheet layout.

Deleting a shared layout deletes it from for other operators who are using custom spreadsheet layouts in Sage Estimating (SQL).

You must have manage layout permissions to delete a shared layout.
[Restore]

Restores the last spreadsheet layout that you changed or deleted to its previous state.