Worksheets under construction

In this article: worksheet details, add project worksheet, associate item to a worksheet, remove item worksheet association, delete worksheet

If the worksheet calculations setting was selected for your project, you will see Worksheets in the Sidebar menu of an under construction project. Use this page to add worksheets to your project or manage items associated with a worksheet.

1. Select the project from the My Project page if you are not already there.

2. Click More in the Sidebar menu and click Worksheets. The Appia service displays the worksheets that have been added to your reference data.

Changing a worksheet association in a project does not change the worksheet in the reference data.

Worksheet details

Select the worksheet in an under construction project to see the worksheet details, including the formula used to calculate the quantity placed and any associated items.

1. Click a worksheet's name to see the worksheet details.

2. Once in the worksheet details, you can associate an item with the worksheet and remove a worksheet item association.

Click an Item ID to see the items's history.

Add project worksheet from the reference data

You can add any worksheet to your project provided that your worksheet construction setting is ON and the worksheet is part of the reference data. Worksheets that are already used in your project won’t appear in the Add Worksheets list.

1. Click Add Worksheets. The Appia service opens the Add Worksheets window with the list of reference data worksheets that have not yet been added to your project.

2. Select the worksheets that you will be using.

3. Click Add.

The Appia service adds the selected worksheets to your project. Once a worksheet has been added to your project, you can associate it with items.

Associate an item to a worksheet

An item can be associated with only one worksheet per item ID. Associating items to a worksheet does not affect worksheets in the reference data.

1. Once your worksheet is added from the reference data, click the three vertical circles displayed on the worksheet and select Associate Items. The Appia service displays the items in your project that are not yet associated with a worksheet.

2. Use the Search if necessary to locate the items to add to the worksheet.

3. Select the items to associate with the worksheet and click Save.

The Appia service associates the items with the worksheet and returns you to the Worksheets page for the project.

Remove an item worksheet association

Removing an item from a worksheet association does not change the calculations using that worksheet in the reference data. You can't remove an item with a worksheet association that has been posted to a daily report.

1. Select the worksheet. The Appia service displays the worksheet details and its associated items.

2. Select the check mark for the items you want to disassociate with the worksheet. Click Select All to remove all items.

3. Click Disassociate Items.

4. Click OK in the remove confirmation window.

The Appia service removes the item from the worksheet and returns you to the Worksheets page.

Delete a worksheet from the project

You can delete a worksheet from your under construction project if items in the worksheet haven’t been added to a daily report. You will not see the delete option if you can’t delete the worksheet.

Worksheets deleted from a project do not affect the worksheets in the reference data. If you delete a worksheet, you also delete the worksheet's item associations.

1. Click the three dots see the worksheet options for the worksheet you want to delete.

2. Click Delete.

3. Click OK in the delete confirmation window.

The Appia service deletes the worksheet and returns you to the Worksheets page.