Add a cost column

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Add a cost column

This general procedure can be used for adding columns is the same whether you are adding columns to a cost sheet (project or shell, program or company level), a cost sheet template, or a worksheet.

To add a column to a cost sheet template

Go to the Company Workspace tab and switch to Admin mode.

Click Templates > Cost Sheets in the left Navigator. The Cost Templates log opens.

Select the template and click Open (or double-click the selected template). The Cost Sheet Template Setup window opens. This window is the same layout as a project or shell cost sheet.

Click the Columns button. The Columns Log window opens.

This window lists any existing columns, other than the two default columns (WBS Code and WBS Item), which are not editable. If no new columns have been added, the log will be empty.

Click the New button. The Column Properties window opens.

Complete the fields in the Column Properties window as described below and click OK.

In this field:

Do this:

Name

The name you choose will appear as the column header on the Project or Shell Cost Sheet. If you leave the Name field blank, the selection you make in the Datasource field will automatically populate the Name field.

Datasource

All columns must be associated with a data source. The data source that you choose will determine which of the following options are available. The types of Data sources available are:

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Single Sources: These values roll up from other sources. These include cost type business processes, some pre-defined cost columns.

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Logical Sources: Choose one to create Manual Entry or Formula columns.

Entry Method

This is applicable for logical data sources.

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Manual Entry, Direct entry into cell: Users enter values by clicking the cell and entering values directly into the cell.

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Manual Entry, Line item content: Users enter values manually via a line-item entry window for each WBS Code (clicking the cell opens the cell details window.)

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Worksheet. From the dropdown menus, select the Name of the worksheet and the Column within it.

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Formula: Values are calculated based on a specified formula entered for the column. Formulas can include the values of other columns. Click the Create button to create the formula.

Data Format

Applicable for Manual Entry or Formula columns:

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Currency: Right-aligns column contents and includes a currency symbol, a thousands separator and two decimal places

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Percentage: Right-aligns the contents and includes a percentage symbol

Display Mode

Refers to whether the column is displayed on the cost sheet.

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Show: This is the default choice. This indicates that column will display by default on the cost sheet to all users with at least “view” permission for the cost sheet.

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Hide: Hidden columns are active but not displayed on the cost sheet. Hidden columns can be accessed by users with “create” permission on the cost sheet.

Total

Determines what will display in the “Total” (bottom) row for the column:

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Blank: The total of this column is not applicable and will not display on the cost sheet. Choose this column for percentage columns and other columns where it does not make sense to display the sum total.

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Sum of All Rows: The sum total of the column values is displayed.

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Use Formula Definition: For formula columns; the formula will be applied to the “Total” row in the same way it is applied to other rows in the column.

Column Position After

The new column will be inserted after the column selected

Project or shell cost column data sources

Data Source	Description
Single Sources	Columns in which data is manually rolled up from business processes once the appropriate terminal status is reached. Can also include other specified sources.
Cost-type Business Processes	Included in the Single Sources list are all of Cost BPs that are available for your project or shell, and all of their terminal statuses.
AFC
Assigned Budget	This column goes hand-in-hand with budget distribution. It allows the user to create specific, detailed line-items for each WBS code in the budget. Each line item can be assigned individually.
Funded Records	This column shows records in which the WBS code is funded, that is, spend-type business process records that consume funds.
Unfunded Records	This corresponds to spend-type BP records that are not funded.
Prior Forecasts
Yet To Buy	Part of the commitment that still must be purchased. For example, a base contract is for 1000 items, and 500 have been bought. There are 500 items “yet to buy.” It is based on a currency amount. In Cost Sheet Properties, setting “Auto” “Transaction” options will track the yet to buy information.
Logical Sources
Budget Remaining Balance	This is a place holder for a formula you create (optional).
Budget Variance	This is a place holder for a formula you create (optional).
Commits	This is a place holder for a formula you create (include all commit columns; optional).
Forecasts	This is a place holder for a formula you create (optional).
Forecasts (Unaccepted)	This is a place holder for a formula you create (optional).
Forecasts Variance	This is a place holder for a formula you create (optional).
WBS Funding	Requires additional setting in Funding Sheet; see "Setting up the Funding Manager ".
Manual Funding by WBS	Requires additional setting in Funding Sheet; see "Setting up the Funding Manager ".
Revised Budget	This is a place holder for a formula you create (optional)
Spends	This is a place holder for a formula you create (include all spend columns; optional).
Project or shell Cost 1-25	These can be used to rollup manual and formula columns to company and program cost sheets. Each data source can be used for one column.

Oracle Corporation