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Create a Worksheet

Learn how to create a Worksheet in ProjectTeam.com, including setup steps, sharing options, and tips for organizing project data using custom columns, formulas, and integrated collaboration tools.

Overview

The ProjectTeam Worksheet tool provides a powerful, spreadsheet-style workspace for organizing and calculating project data directly within your ProjectTeam project. Worksheets support custom columns, formulas, and automated calculations, allowing teams to build anything from simple lists to detailed cost tables without relying on external files.

Because Worksheets are fully integrated with ProjectTeam, they inherit project-level permissions and can be linked to forms or referenced throughout the system. This ensures your project data stays centralized, consistent, and accessible to the right people.

Worksheets can be shared with team members so everyone is working from the same source of truth. While shared access keeps information aligned across your project, Worksheets are not live-edited in real time. Only one user can make updates at a time, and others will see changes after refreshing or reopening the Worksheet. This prevents conflicting edits and maintains the integrity of your data.

Overall, the Worksheet tool gives you a flexible and secure way to manage project information, perform calculations, and collaborate with your team, all within the ProjectTeam environment.

Create a Worksheet

  1. From within a project, click the Worksheets option on the left-hand navigation pane.
  2. From the log view, click the New button to create a new Worksheet.
  3. An initial modal window will appear. Enter the Subject and an optional Description, then Save & Next to start the worksheet.
  4. Enter information into your worksheet and Save.

Tip: Worksheets support a wide array of built-in functions that can help you calculate and analyze your project data. From basic math to conditional logic and date operations, these functions make it easy to automate calculations and create more dynamic, accurate Worksheets. Read more about worksheet functions here.

Forms Basics and Related Panels

A Worksheet functions much like any other form type in ProjectTeam.com, giving users access to the familiar panels that support collaboration and control. Each Worksheet includes panels for sharing, workflows, attachments, action items, comments, and reference links.

These panels make it easy to route a Worksheet through review, attach supporting documents, track follow-up tasks, communicate with team members, and connect the Worksheet to other relevant project records.

This consistent structure ensures that Worksheets fit naturally into your existing project processes and offer the same robust collaboration tools as all other forms in ProjectTeam.