Worksheet Overview

The Worksheet displays product quantities and waste information along with cost/price data.

Worksheet.png

When the Worksheet is initially opened, it will a display a line item for each product and service used on the project. Each line contains quantity, waste, and pricing details about the item it represents. To reveal more information about an individual line, click the Expand button (Expand.png) next to it. Expand all lines by clicking the ExpandAll.png button in the upper-left corner of the Worksheet, or click the CollapseAll.png button to collapse all lines.

The bottom-right corner displays the total amount of tax due for the project and a grand total. If a discount has been applied to the project, it will also appear in this area.

Some data fields have a white background, which means their contents can be modified directly on the Worksheet. Fields with a grey background cannot be manipulated, as doing so would compromise the integrity of the estimate.

Any Worksheet operations that result in changes to project data can be undone by clicking the Worksheet_Undo_Button.png button at the bottom of the screen. Click the Worksheet_Redo_Button.png button to redo the operation.


Arranging Worksheet Data

The manner in which Worksheet data is presented can be manipulated with the four radio buttons and three tabs in the upper-left corner of the screen:

Worksheet_Formatting_Options.png

By Item
The default Worksheet format in which each line represents a product or service. Clicking the Expand.png button that appears to the left of an item expands the line downward to present room-specific data about it.

By Room
A line is generated for each room on the project. Clicking the Expand.png button expands the line downward to display a list of all products and services used within the room, along with quantity and pricing information.

Custom
Creates a "Group by" drop-down menu directly under the Worksheet tabs. Select a method of grouping from the menu and lines will be generated based on that selection.

Example: Selecting "Taxable" will generate two lines: One line for items that are being taxed, and another line for those that are not. Clicking the Expand.png button next to either one will expand it to reveal which items and rooms fall under that particular category.

Active Sheet Only
Data will only be drawn from the sheet/tab that was active when the Worksheet was opened.

All Sheets
Data will be drawn from all sheets/tabs on the projects.

Selected Sheets
Choose a combination of sheets and phases that should be represented on the Worksheet. When this option is enabled, a Check_Button.png button will appear next to it. Click the button to access a list of all sheets. If phases are being used, each sheet/phase combination will be listed. Check the boxes next to the sheets that should be represented on the Worksheet and click OK.

Phase
All data from the selected phase will be included on the Worksheet, even if the phase contains rooms on multiple sheets/tabs. When this option is enabled, a drop-down menu will appear next to it. Select a phase from the menu, or choose "(all)" to remove the filter.


Streamlining Worksheet Data

In most cases, the variety and volume of data available through the worksheet will be more than any individual organization needs. As such, data columns can be enabled or disabled.

Click the "Columns" button in the lower-left corner of the screen and a list will appear with all available Worksheet columns.

Columns_Button.png

Uncheck items to remove them from the worksheet, or check them to ensure they are included. Click the Default button to restore the Worksheet to it's original configuration. When the process is complete, click "OK" to apply changes and close the window.

Show_Columns_Window.png 


Additional Worksheet Functions

Sheet Add-Ons
Manage auxiliary products and services at the Worksheet level. Located in the lower-left corner of the screen.

See: Sheet Add-Ons

Add-Ons for Room
Manage Room Add-Ons directly from the Worksheet. Located in the lower-left corner of the scren

  • If the view is set to "By Item," click the Expand.png button next to a product or service and a list of rooms in which it is used will appear. Select a room and click this button to view its Room Add-On window.
  • If the view is set to "By Room," simply select a room line and click the "Add-Ons for Room" button.

See: Room Add-Ons

Print
Open the Print screen and enable the Worksheet report if it was not already selected.

See: Print Screen Overview

Refresh_Prices_Button.png Refresh Prices
Connect to the data source for any products imported from RFMS Online Services or an RFMS Database and ensure that the price/cost information displayed on the Worksheet is current.

Change_Order_Button.png Change Order
Compare two sheets/tabs and generate a change order based on the differences between them.

See: Change Orders

Explore_Margins_Button.png Explore Margins
Enter three potential margin percentages and see how they affect the price of each product as well as the project's grand total.

Note: This option is only available in projects that are flagged as Commercial.

See: Explore Margins

Discount_Button.png Discount
Apply a discount as a percentage off the entire project. The discount will be displayed above the grand total at the bottom of the on-screen Worksheet and the printed Worksheet report.

Note: This option is only available in projects that are flagged as Retail.

Worksheet_Export_Button.png Export Worksheet
Choose an export destination for project data.

See:

Advanced_Excel_Export_Button.png Enhanced Excel Export
Export all data from the Worksheet to a richly formatted spreadsheet that utilizes the powerful Excel PivotTable feature.

See: Enhanced Excel Export

Generate_Forms_Button.png Generate Forms
Create custom forms based on current project data.

See: Generate Forms

Fixed_Total_Button.png Set Fixed Total
Establish fixed subtotals for individual lines, or a fixed grand total.

See: Setting Fixed Totals

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.

Powered by Zendesk