The following procedure describes how create a cost sheet template. This will be a “blank” template with no rows and two default columns. After creating the blank template, you can add columns and/or rows before creating a project or shell cost sheet from it.
To create a new cost sheet template
| 1 | In Administration Mode, go to the Company Workspace tab and click Templates>Cost Sheets in the left Navigator. The Cost Templates log opens. |
| 2 | Click the New button and choose Cost Sheet. The Properties window opens. |
The Properties window is the same for cost sheet templates and for project or shell cost sheets, and has three tabs:
| • | General: Defines general properties of the template: |
| • | Enter a unique Title, which is used to identify the template in the log and when creating a new project or shell cost sheet from the template. When you create a cost sheet from the template, the title will default to Project Cost Sheet and will not be editable. |
| • | Enter an optional Description for the template. This description will be copied to the Project Cost Sheet when you create one, and will not be editable. |
| • | You can select a Default View for the template. This can be edited in the Project Cost Sheet. For details, see "Define cost sheet default view (General tab)". |
| • | Structure Defines the structure of the WBS Codes (or Cost Codes) for use within the cost sheet. This remains editable in cost templates, but once it is set in a project or shell cost sheet, it cannot be changed as this tab defines the WBS Code structure for the project or shell. For details, see "Define cost code structure (Structure tab)". |
| • | Options Defines labels for the two default columns, and details on forecast handling. For details, see "Define cost sheet options (Options tab)". |
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