Step 1: Import the latest version of the Product Sheet

1) Go to your Overview tab in your Client Project Sheet​
Click on Product Sheet (FB) - Template 
Click on the title to open
2) Download the current Product Sheet (FB) Template version
Click File -> Download -> Microsoft Excel (.xlsx) -> Save
3a) For Google // Import into your Client Project Sheet​
Go back to your Client Project Sheet and click File -> Import
Click Upload -> Select a file from your device
Select Product Sheet (FB) Template file -> Open  
Select Insert new sheet(s) as the Import location
Click Import data
3b) For Office // Upload into your Issuance/Product-Folder​
Due to conditional formatting issues when copy+pasting Excel worksheets from Google, please upload your individual Product Sheets within your Issuance/Product Folders
Select your Onedrive folder Issuances-Products-Form B (FBs)​
Select the current Product Folder
Click on Upload -> File
Click on the Product Sheet (FB) Template file -> Open 
4) Rename the Product Sheet Name​
Google
Right-click on the current name (TEMPLATE - Product Sheet - FB  STAND DDMMYY) -> Rename - Change accordingly: #PROJECT_NUMBER-PROJECT_NAME FB
Office
Click on the current name (TEMPLATE - Product Sheet - FB  STAND DDMMYY) -> Change accordingly: #PROJECT_NUMBER-PROJECT_NAME FB
Examples: 
#1-Immovest FB
#2-Solar-Italy FB
#3-Power-Fund-2 FB
Google
Office

Last modified 11mo ago

Step 1: Import the latest version of the Product Sheet

1) Go to your Overview tab in your Client Project Sheet​

2) Download the current Product Sheet (FB) Template version

3a) For Google // Import into your Client Project Sheet​

3b) For Office // Upload into your Issuance/Product-Folder​

4) Rename the Product Sheet Name​

1) Go to your Overview tab in your Client Project Sheet

3a) For Google // Import into your Client Project Sheet

3b) For Office // Upload into your Issuance/Product-Folder

4) Rename the Product Sheet Name