Saving Workbooks

Overview

This article will cover the options available for saving workbooks.

Option 1

1. With Optuma open, click on the Files menu and select the Save Workbook option.

2. In the window that opens, enter a name for the workbook, and click the Save button.

Option 2

1. With Optuma open, go to the Action Bar on the far left corner of the program window.

2. Locate the Save Workbook button and left-click it once.

3. In the window that opens, enter a name for the workbook, and click the Save button.

Video

This video is pulled from the Optuma 101 course that you can access here. This course takes you through the basics of Optuma and helps you get up and running and using Optuma to its full potential. This video covers how to create, save, edit, and delete workbooks in Optuma as well as how to change timeframes.