Create and manage program cost groups

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Create and manage program cost groups

To create a new program cost group

Open a program and click Cost Manager > Cost Sheet in the left Navigator. The Cost Manager log opens.

Click the New button. The Cost Group Properties window opens.

Enter the Properties information:

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Title: Enter a unique title for the cost group.

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Record No.: Enter a record number.

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Status: Choose to make the Cost Group Active or Inactive.

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Owner: Click Select and select an owner.

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Enter an optional Description and any Comments.

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You may click the Attach button to attach files to the Cost Group.

Click Apply and OK to save the Cost Group properties information. The new Cost Group appears in the Cost Summary log.

To set up the Cost Group

Select the Cost Group from the Program Cost Manager log.

Click Open. The Cost Group sheet opens.

Depending on your permission levels, you can view the current project data that was used in the current Program, or you can Add and Delete columns and select new data sources to use in the Program.

Close the Program Cost Sheet when you are done making modifications, then navigate to the Summary node to view the new Program data.

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