Calculations

Create a calculation

  1. From the main menu bar, select
    Calculations
    .
  2. From the toolbar, select
    Add.
  3. Complete the
    Name
    ,
    Start Date
    ,
    End Date
    , and
    Purpose
     fields.
  4. Select the
    Next
     button.
  5. On the
    2 | Entities
     tab, check a checkbox to specify the entity.
  6. Select the
    Next
    button.
  7. On the
    3 | Templates
     tab, check the box next to an entity, then use the dropdown to select the template to assign to the entity.
  8. If you want to include additional sheets, select the
    4 | Sheets
     tab. This step is optional.
  9. In the
    Select a Template
     dropdown, select the template.
tip
Depending on your settings, your changes may be saved automatically every five to six minutes as you work on a calculation. The status notification in the upper right corner lets you know that the calculation was saved. System administrators configure this setting.

This article applies to:

  • PRODUCT: ONESOURCE Trusts