How do I use the templates for job cost tracking?

[Vicki B]

I work for a design/built firm. We provide customers with a typed (Excel) job
estimate. We then use this estimate in-house to maintain cost versus
estimate. We need a template(?) so we can pull some of the information out
for simple reporting purposes.

 

[FloMM2]

Vicki,
First open a new workbook, set the worksheet just the way you want,column
width, row height, format cells, put the formulas in that you want.
When it perfect, (before someone gives added input on what it should look
like,and they will).
"File", "Save As", Name the file someething that you can easily remember,
"Save as file type:" select "Template" the file extension will change from
".xls" to ".xlt".
The next time you bring this up to use, when you have typed in all the
customers info,
THIS IS THE IMPORTANT STEP...... "File","Save As", change the "Save as file
type:" to ".xls" or it will change your template.

hth