Fresh Projects

00:00: This article explains how to use your own fee calculation sheets and import this

00:04: data into your Fresh Projects fee calculation.

00:08: To utilize the Excel calculator, ensure that your fee calculation settings are

00:13: configured at the project level.

00:15: To verify this,

00:17: click on settings.

00:19: Set "Calculate Fee at" to "Project".

00:23: Click "Done" to confirm your selection and proceed.

00:28: Click the pencil icon to begin setting the project fee.

00:32: In the fee calculation pop-up window,

00:35: set the calculator to "Excel".

00:38: Click "New Document" to begin creating a new fee calculation file.

00:44: Click on the Blank Fee Sheet to choose a template that does not contain any

00:47: pre-filled data.

00:50: Assign a name and description to your fee sheet,

00:53: then click "save document".

00:56: Click "Open" to access the saved fee sheet document.

01:01: Enter your different fee calculation formulas and variables.

01:06: Click "Live Sheet Settings" to configure the options for the live spreadsheet.

01:12: Enter the formula to retrieve your sub-project total from the fee calculation.

01:18: Repeat this for all sub-projects.

01:21: Click "Sync changes from Excel" to refresh the project with the latest edits.

01:27: Click "Apply Changes" to confirm and implement your updates.

01:32: Click "Done" to complete the update process.

01:36: To view past fee changes,

01:38: select "Fee Value Import History."

01:41: We hope this article has been helpful.

01:44: If you have any questions,

01:46: please feel free to reach out to us.

01:49: Our support team is always here to assist!