Appia® reference worksheets

In this article:

• things to know
• add reference worksheets
• associate or remove a worksheet with an item

Related resources:

• Appia® | Reference Data microtraining

Update 10/01/24

Reference data has changed. Items, materials, associations, and worksheets are now contained in collections. Your existing reference data has been consolidated into a collection titled [Your Business] reference. You can find it on the Reference Data tab under Collections.

See the release notes for additional details.

The Appia service contains several worksheets for calculating the quantity placed for items in a daily report. Users enter measurements or variables in order to find the quantity.

Things to know

• Worksheets must be associated with an item.
• Use of worksheets is not compatible with the Mobile Inspector app.
• The Worksheets Calculations Rules must be selected in the construction settings in order to use these calculations.
• Changing a worksheet association in the reference data does not change the item already in use in an under construction project.
• If the worksheet is associated with an item, you will see the association in the item details.

1. Select Reference Data in the Sidebar menu.

2. Choose Worksheets.

The Appia service brings you to the Worksheets page. Here you can add and delete worksheets, and associate items with the worksheets.

Add reference worksheets

Worksheets already added to your options don’t appear in the Add Worksheets list.

1. Click Add Worksheets. The Appia service opens the Add Worksheets window.

2. Select the worksheets that you will be using.

3. Click Add.

The Appia service adds the selected worksheets to your reference data. Once a worksheet has been added to your reference data, you can associate it with items.

Associate a worksheet with an item

Changing a worksheet in the reference data does not change the calculations using that worksheet already in a project. If the worksheet is associated with an item, you will see the association in the item details.

An item can be associated with only one worksheet. An item won't show up in the Associate Item list if it already has a worksheet association.

1. Once your worksheet is added from the reference data, click the three vertical circles displayed on the worksheet and select Associate Items.

2. Enter the search criteria for the item to associate, such as the units or the item number, in the Search field and click Search.

3. Select the items to associate with the worksheet and click Save.

The Appia service associates the items with the worksheet and returns you to the Worksheets page.

Remove a worksheet item association

Removing an item from a worksheet association does not change the calculations using that worksheet already in a project.

1. Select the worksheet. The Appia service displays the worksheet details and its associated items.

2. Select the check mark in the Select All column for the items you want to disassociate with the worksheet. 

3. Click Disassociate Items.

4. Click OK in the remove confirmation window.

The Appia service removes the item from the worksheet and returns you to the Worksheets page.