Define cost code structure (Structure tab)

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Define cost code structure (Structure tab)

In the Structure tab of the cost sheet or template Properties window, you define the structure of the cost codes used in the sheet. The cost codes that are built from this structure are used throughout the project or shell, for example, in cost type business processes for cost transactions.

This structure remains editable in cost templates, allowing you to make adjustments to the structure as needed. In project or shell cost sheets, once the structure has been defined, it cannot be edited.

To define the cost code structure

In the cost Properties windows, click the Structure tab.

Determine how many segments to use for cost codes. For example, your company may have a three-segment WBS code based on numerical values. You may have as little as one segment (each cost code is a single entity), or as many as 10.

In the Structure field at the top of the window, select Flat or Tree.

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If you choose Flat, the cost sheet will display the WBS codes (rows) in a flat structure, with no indented rows. This is useful if you want to display all WBS codes at once.

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If you choose Tree, you have the option of creating indented, nested rows, which can be collapsed into summary, or grouping, rows. This is useful if you will be creating a large amount of rows that can be grouped into categories.

Summary rows act only as grouping rows for their indented child, or leaf, rows. Data cannot be entered directly into a summary row.

For Segment 1, click the pull-down menu and choose the first segment.

The available segments correspond to the list of Cost Code Data Definitions found in Administration Mode in Company>Data Structure Setup>Data Definitions>Cost Codes.

Repeat the previous step for each additional segment you wish to add.

In this Field:

Do This:

Structure

This defines the structure of the WBS Code rows and how they will appear on the cost template and sheets. Choose Flat or Tree:

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Flat: no indenting of rows

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Tree: allows indented, nested rows, and summary rows

Sort WBS

If you select the Sort WBS checkbox, the rows will be sorted in ascending order by WBS Code automatically when new cost codes are added (flat structure only)

Segments

This is where you build the WBS codes (or “account” codes) that will be used for the cost sheet rows. WBS codes may consist of one or multiple (up to 10) segments. Each segment consists of a separate cost code data definition, as defined in Administration Mode>Your Company>Data Definitions>Cost Codes. You must define at least one segment.

Select one or more segments, up to 10, in the order (left to right) you want them to appear in the Cost Sheet rows.

Preview

You can click the Preview button to view the result.

Oracle Corporation