Define cost sheet default view (General tab)

The cost sheet default view refers to how the cost sheet appears when it is first opened. There are two options regarding the cost sheet default view, described in the procedure below. These options control how the cost sheet opens for all users. Unlike other cost sheet properties, the default view settings can be modified in the Project Cost Sheet after it has been created in User Mode.

To define the cost sheet default view

1 Open the Properties window (select the template and click the Properties button from the log toolbar, or open the template and click File > Properties).
2 On the General tab, you may choose either or both of the Default View checkbox options:
Open in maximized view: when the cost sheet or template is opened, it will automatically open maximized, or full-screen
Open in split mode: when the cost sheet or template is opened, it will automatically open as split (same as clicking the Split button)

If these options are not selected, the cost sheet or template will open by default to a size slightly smaller than the Unifier screen, and not split.

Note: The cost sheet window can be resized by clicking the Minimize or Maximize/Restore buttons in the upper right corner of the window, or by dragging the edges of the window to the size that you need.

When working with a cost sheet with many columns, it can be useful to split the window. You can click the Split button to scroll through the columns in the right half of the window, while maintaining a view of the WBS Code and WBS Item columns in the left half. To return the sheet to normal view, click the Split button again.

 

 

 

 


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