Project or shell cost sheets are created by copying from a cost sheet template or from an existing project or shell cost sheet in another project or shell. Therefore, when you first set up the cost manager, you must start with at least one cost template that you can use to create a project or shell cost sheet (or cost sheet in a project or shell template).
To access cost sheet templates
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Templates>Cost Sheets in the left Navigator. The Cost Templates log opens. This log is used to create cost sheet templates and worksheet templates. |
Create a new cost sheet template
Define cost sheet default view (General tab)
Define cost code structure (Structure tab)
Define cost sheet options (Options tab)
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