You are here: Primavera Unifier Administration Mode > Cost Management Setup > Setting up a Company Accounts Sheet > Add a column to an accounts sheet

Add a column to an accounts sheet

You can add as many columns as necessary to the accounts sheet. There are two default columns: Company Account Code and Company Account Name. You can add columns for formulas, for transaction data from company level cost business processes (account type), or to roll up data from project or shell cost sheets, asset sheets, or resource actuals.

To add a column

1 Open the accounts sheet.
2 Click the Columns button. The Columns log opens.
3 Click New. The Column Properties window opens.
4 Complete the columns log as described in the following table.
5 Click OK.

 

In this field:

Do this:

Name

The name is populated with the data source

Data Source

Click the dropdown and choose the data source for the column. Options include:

Single Sources:

• Company account type BPs, listed by name and status. These are company level cost BPs of subtype line items with accounts code or line items with asset code.
• Projects/Shells (WBS): Data is rolled up from project or shell cost sheets into the company cost sheet, based on the mapping of cost sheet columns and account code.
• Assets: Data is rolled up based on the mapping between asset sheet columns and account code.
• Resource Actuals: Data is rolled up from company level time sheet records.

Logical Sources: Accounts Code 1 through 25. You can use these to create a formula or manual entry column. These are reportable.

Entry Method

Select one of the options (options available are dependent on the data source; applicable when a Logical data source is selected):

• Manual: User enters data directly into an accounts sheet cell
• Formula: Can create a formula from other accounts sheet columns

Data Format

Choose Currency (base currency) or Percentage (%)

Display Mode

Show or Hide the column from user view

Column Position After

Select the column after which you want the current column to appear

To roll up project or shell cost sheet data to the accounts sheet

1 Be sure the project or shell cost sheet data rolls up to a company cost sheet column, using a data source Project/Shell Cost 1 through 25 for the cost sheet column.
2 Map the company cost column to an account code. (In the company cost sheet Properties window, Options tab. See "Map cost sheet column to an account code".)
3 Roll up the mapped company cost column data to the accounts sheet column, choosing Projects/Shell data source. The column will show the Total of the company cost column.

As project or shell level transactions take place, the company cost column will reflect the changes, which in turn will roll up to the accounts sheet.

To roll up project or shell asset sheet data

1 Map the asset sheet column to an account code. See "About the Asset Manager".
2 Roll up the mapped asset data to the accounts sheet column, choosing Assets data source. The column will show the Total of the asset column.

Note: The process used to update the accounts sheet with mapped cost or asset sheet data runs in the background. After mapping a cost or asset column to the accounts sheet, or updating the cost or asset sheet data, the change may not be reflected in the accounts sheet immediately.

 

 

 

 

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