Saving Financing Forms and Spreadsheets

Always save your financing document or spreadsheet to the appropriate location before you begin editing. If you want to create a template from the form or spreadsheet, follow the instructions for creating a template.

Save a Financing document or spreadsheet

1. Go to File > Save As.

2. Using the Folder tree on the left side of the window, select a folder under the Project grouping in which to save your document or spreadsheet.

3. Click Save. A copy of the document or spreadsheet will be saved in the project folder, and the master template will still be available for future projects.

Save the Financing document or spreadsheet as a template

NOTE: All templates can be accessed through the ConstructionOffice tab of the ConstructionSuite interface.

1. In the document or spreadsheet, go to File > Save As. The Save Document window will open.

2. Using the Folder tree on the left side of the window, select a folder under the Template grouping in which to save your template.

3. Type a descriptive name for the template in the File Name text box at the bottom of the screen.

4. Click Save. The template will appear in the section you specified on the ConstructionOffice tab.