Create a visual worksheet

You should create a visual worksheet if you plan on using in Visual Impression to visualize defined scenes and to select finishes.

This is the default type for all worksheets created from a drawing.

You can use this type of worksheet to update the specification data of items in the drawing it was created from.

To create a visual worksheet:

1. Click on the Office toolbar.

   Tip: You may also use the Office ribbon to access the application functions.
   
   

2. This launches the Create Worksheet Wizard with Visual worksheet already selected.
   Click Next.
   
   
   
   

3. On the second Create Worksheet Wizard dialog box, you will select the objects and information to include in the worksheet.
   
   If you created a take-off window on the drawing, Objects within the Take-Off Window is selected by default so that only items within the take-off window are included.
   If you want to pull all items from the drawing, select All Objects.
   
   To select items, click the Selected Objects icon. This returns you to the drawing.
   In the drawing, select the items you want to include in the worksheet.
   Press Enter to confirm your selection and return to the Wizard.
   If you incorporated 3D blocks into your drawing that you do not want to show up in the final worksheet, check Ignore 3D Objects.
   
   By default, the following options are all selected so that they are pulled into the worksheet:
   Cap Bounds (Outline Levels): These are products grouped by certain designations such as departments, sections, or floors.
   Cap Standards: A single group of items that make up a typical unit, such as a workstation.
   Cap Parts: Any product from the Mfg Catalog, custom parts created using the Cap Part, New  command or symbols brought from a Custom Catalog.
   Accelerate Entities: - Furniture placed using the Accelerate program.
   Non-Plan Item List (NPIL) -  List containing items that are not shown in the drawing.
   
   

4. Click Next.
   
   

5. In the next Create Worksheet Wizard dialog box, beside Location, click to select the folder to store this worksheet in.
   Enter a File Name and click Save.
   Enter an optional Title to appear in Worksheet Properties as the worksheet title.
   Leave Update Against Catalog checked.
   Check the Update Value(s) you want updated when creating the worksheet.
   Select a Price Zone for the list price update.
   Check whether you want to use the Custom catalog to update custom parts and custom standards.
   
   Click Back to review information or click Next to create the worksheet.
   
   

6. The last Create Worksheet Wizard dialog box appears.
   You can choose to open the worksheet in Worksheet or in Visual Impression.
   Select Do not open the file to open the worksheet later.
   
   

7. Click Finish.

See also Create an associated worksheet