Create an associated worksheet

An associated worksheet allows items to be specified and new items added, but existing items cannot be replaced or deleted.

This worksheet can be used in Visual Impression to visualize defined scenes and to select finishes.

You can use this type of worksheet in Cap and in Worksheet to sync item specification between the drawing and the worksheet.

To create a visual worksheet:

1. Click on the Office toolbar. You may also use the Office ribbon
   This launches the Create Worksheet Wizard. Select Associated Worksheet.
   Click Next.
   
   
   
   

2. On the first 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.
   
   

3. Click Next.

    

4. 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.
   
   

5. 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.
   
   

6. Click Finish.

Note:   You can open the associated worksheet at any time by clicking on the Office toolbar. Office saves the current drawing and updates the associated worksheet first before opening it.

If you make changes to the drawing or the worksheet later on, make sure they are both up-to-date by selecting the Update with associated worksheet command.

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Create a visual worksheet