In Cimplico Workpapers, the terms schedules and worksheets are used interchangeably within the Other Schedules section. This is where you can create and manage standalone schedules that don’t sit within a specific worksheet category.
You can add two types of schedules:
Blank Schedule – A generic worksheet with no pre-applied template
Calculation – A worksheet preloaded with a specific calculation template
Step 1: Go to the Other Schedules Page
From within a workpaper, navigate to the Other Schedules tab in the left-hand menu.
Step 2: Select ‘New Schedule’
Click the New Schedule button in the top-right corner of the page.
Step 3: Search or Select a Schedule
A page will open showing available schedule templates:
The first option will always be a blank schedule
The rest are calculation options – preconfigured worksheets designed for specific use cases
You can scroll or use the search bar to find the schedule you need.
Step 4: Click ‘+ Create’
Once you’ve selected your schedule, click + Create to add it to the list.
Step 5: Use the Schedule as Normal
After creation, your schedule will appear in the Other Schedules list. From here, you can:
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