As a living document, the spreadsheets can be edited or updated by anyone with appropriate permissions. Preexisting spreadsheets can be imported for use within RedTeam Flex, and the document within the system can be exported as needed.
These spreadsheets are only accessible within RedTeam Flex by users with an active login. They are not shared to the Online Planroom. To share the spreadsheet, it can be exported into Excel (.xlsx) or PDF format.
User permissions can be selectively set to allow viewing, creating, editing, and deleting. If you need the appropriate permission to do any of these, consult your system administrator.
1. View & Edit Spreadsheets
A Project can contain multiple active Spreadsheet documents. They are easily accessible from the Home Menu, under the Performance Management section. They can also be found within the Dialog Tab, under the Menu icon.
Steps:
Within a project, click the Home Menu icon in the top left, then click the appropriate Spreadsheet document.
Or, within a project, go to the Dialog tab and click Manage Correspondence (hamburger icon) to view the Spreadsheets list.
With the Spreadsheet open, you will be able to make edits if you have the permissions to do so.
2. Create Spreadsheets
RedTeam Flex can incorporate active spreadsheet documents within a project. As a living document, the spreadsheets can be edited or updated by anyone with appropriate permissions. The spreadsheet software layout will be familiar to any regular users of common spreadsheet software, such as Excel or Google Sheets. Open, export, formatting tools, and the function bar are found along the top, and additional sheets can be created or accessed within the document along the bottom bar.
Steps:
To create a new Spreadsheet within a Project, go to the Dialog tab and click +New.
At the bottom, after the document templates, click on Spreadsheets.
With the spreadsheet open, you will be able to rename, edit, and format as needed. Click save in the upper right corner to save any changes.
3. Import Spreadsheets
Preexisting spreadsheets can be imported into a RedTeam Flex project from either another RedTeam Flex project or from an Excel-formatted spreadsheet document.
This is intended to bring in a spreadsheet as a live document that is directly editable within RedTeam Flex. To upload a spreadsheet as a static reference file, you may want to upload it as a general file within the Dialog tab.
Steps:
To import from another project, go to the Dialog tab and click +New.
Choose Import Spreadsheet From Project.
Enter the project number, then select the spreadsheet you wish to import.
To import a spreadsheet file from your computer, go to the Dialog tab, click +New and create a new spreadsheet.
With the spreadsheet open, click the folder-shaped icon.
Search for the required file and click Open.
Once the file is imported, click Save.