How to Create a New CP Worksheet

This topic applies to the Excel spreadsheets used to view Capital Planning charts. The instructions reference actions taken within Excel.

With a CP Setup record open:

1. Click the Worksheet Tab.
2. Click Edit on the WebTMA toolbar.
3. Click New Worksheet link on the grid. A new Worksheet is created for the current CP Setup record. Since this window is only accessed through the Setup record, that current record is the basis for the spreadsheet data.
4. Click the newly created link to launch Excel (must be present on your local computer) and a worksheet with six Subtabs opens.
5. Click Save on the WebTMA toolbar to save the new worksheet to the grid.

All values on these worksheets are in thousands of dollars. One Excel Worksheet is generated for EACH CP Setup record. The Worksheets are named with the CP Setup record name + the date generated + a serialized number.