Creating a Project or Shell Cost Sheet

The Cost Sheet is created by copying from a cost template or another project or shell cost sheet. Only one project or shell cost sheet may be defined per project or shell. You may define multiple work packages or work sheets.

If a worksheet is associated with the cost sheet or template (that is, if a cost sheet column definition refers to Worksheet as Data Entry method), the worksheet will also be copied.

Note: Once a cost sheet has been created, it cannot be deleted. Be sure the structure (tree or flat) of the template is what you want to use for the cost sheet. The structure is not editable for cost sheets. You can add, modify or delete columns and rows to the sheet as necessary.

To create a cost sheet by copying a template

1 Click New and select Copy from Template. This option will allow user to create a Cost Sheet by copying one from a company level template.
2 Select a template and click Copy.

To create a cost sheet by copying from another project or shell

1 Open the project or shell into which you want to copy the cost sheet and switch to User mode.
2 In the Navigator, click Cost Manager > Cost Sheet.
3 Click New and select Copy from Project/Shell. The Copy from Projects/Shells window opens. This window will list Cost Sheet from all projects or shells. Observe that only Cost Sheets should be displayed to user.
4 Select any Cost Sheet and click the Copy button to create a new Cost Sheet.

 

Add cost sheet columns and rows

Add column view or edit restrictions

Add WBS breakdown

Add notes and attachments to a WBS code

Modify cost sheet default view

 

 

 


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