Skip to main content

Worksheet​

The Worksheet is a built-in spreadsheet attached to every budget — a scratch pad for the math behind your numbers. Work out a crew calc, a fuel estimate or a per-episode breakdown in the Worksheet, then reference the result directly from budget lines so the budget updates whenever your working does.

Opening it​

  • The Worksheet button on the Budget Toolbar, or Tools → Worksheet (⌘5 / Ctrl+5).
  • It opens in its own window, one per budget. ⌘W / Ctrl+W closes it.

The layout​

  • Formula bar — view and edit the selected cell's formula.
  • Formatting toolbar — Undo, Export, Bold, Italic, Strikethrough, Font Color, Cell color, Justification (Left/Center/Right) and Vertical Align.
  • [ID]: field — shows the selected cell's reference (e.g. WS1:A5) with a copy button that copies it bracket-wrapped, ready to paste into the budget (see below).
  • Search — highlights matching cells.
  • Sheet tabs — up to 5 sheets per budget ("Sheet 1", "Sheet 2"…). The + tab adds one; each tab's menu offers Rename Sheet and Close Sheet. Closing warns: "The sheet and it's data will be deleted immediately." — worksheet sheets have no trash.
  • The grid — 100 rows, columns A–O by default (expandable to A–T). Right-click for Cut, Copy, Copy Bracket Path ID, Paste, Insert New Line, Insert New Column, Delete Line, Delete Column. Rows and columns can be resized and moved, and the layout is remembered.

Formulas​

Cells accept plain text, numbers and Excel-style formulas — start with = (e.g. =SUM(A1:A10), =B3*1.25). There's no fixed totals row; build whatever totals your calculation needs. Formulas adjust automatically when you insert, delete or move rows and columns.

Referencing worksheet cells from the budget​

This is the Worksheet's superpower. Every cell has an ID — sheet : column row, like WS2:C14.

  1. Select the cell holding your result and click the copy icon next to the [ID]: field (or right-click → Copy Bracket Path ID). You get [WS2:C14].
  2. In the budget's Details level, paste it into an Amount, Multiplier (X) or Rate cell — on its own, or inside an expression (e.g. [WS2:C14]*1.1).
  3. From then on, changing the worksheet cell recalculates every budget line that references it, live, through all three levels.

Rules: referenced cells must be numeric — if a referenced cell is changed to text you'll see "Invalid Data Type — The data in the referenced worksheet cell cannot be used in the budget. Only numerical values can be referenced." and the change is rejected. References cover sheets WS1–WS5, columns A–T, rows 1–100. Deleting or shifting referenced rows/columns re-resolves the budget references automatically.

Saving, exporting, collaborating​

  • Autosaved per budget on every change — there's no Save button, and the Worksheet is included in offline sync.
  • Export produces a CSV of the current sheet ({sheetName}_worksheet.csv).
  • On shared budgets the Worksheet is fully live: cell edits, formatting and sheet changes from collaborators appear in real time.
  • The Change Log records worksheet changes too, and clicking a Worksheet entry reopens the window highlighting what changed.

Edit Mode and permissions​

  • The Worksheet follows the budget's Edit Mode: with it off you'll see "Edit Mode is Off — Turn on Edit Mode in the main window." and the grid is read-only.
  • In a workspace, the Worksheet module permission controls access per member: unchecked = the window won't open ("Access Limited — Your current workspace access does not include Worksheet"); View Only = the grid opens read-only regardless of Edit Mode; Full Access / Edit = normal use.