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Define cost sheet options (Options tab)

In the cost sheet or template Properties window, Options tab, you can define the labels of the default cost sheet columns (WBS Code and WBS Item). You can also define forecast behavior for the sheet.

To define the cost column labels

1 In the cost Properties windows, click the Options tab.
2 Enter new labels for the WBS Code and/or WBS Item columns.
3 Click Apply to save changes, or OK to save and exit the window.

To define the cost forecast details and inclusion

1 In the cost Properties windows, click the Options tab.
2 Complete the forecast details fields as described in the following table.
3 Click Apply to save changes, or OK to save and exit the window.

To define the cost forecast details and inclusion

1 In the cost Properties windows, click the Options tab.
2 Complete the forecast details fields as described in the following table.
3 Click Apply to save changes, or OK to save and exit the window.

 

In this field:

Do this:

Labels

These determine how the WBS code columns will be labeled, according to your company’s conventions. (Note: If you will be importing cost sheet data, it is important that the column labels match those in the import files.)

• WBS Code: Enter the WBS Code title that your company uses. For example, Account Code, Cost Code or WBS Code.
• WBS Item: Enter the WBS label that your company uses. For example, WBS Item, Cost Item or Account Description.

Forecast Details/Forecast Inclusion

Specify the configuration for managing the Forecast column of the Cost Sheet. User Line Items/Manual is the default configuration; the following are the configuration options:

User Line Items and Manual:At any time, the cost sheet user can add, edit, or delete Line Items in the Cell Detail Window of the Project or Shell Cost Sheet for the Yet to Buy/Allowance For Change (YTB/AFC) column. The user has to manually choose which commits are included in the forecast. Options for choices are:

• Auto-adjust YTB/AFC: For example, if you include a Commit for $100 in Forecast, then $100 is automatically deducted from YTB
• Manually adjust YTB/AFC
• Make no change to YTB/AFC

User Line Items and Auto:Do not use this combination. This scenario will automatically inflate the Forecast due to the manual adjustment of Yet To Buy (YTB).

Transactions and Auto: Note the following:

• Commits (for example Base Contract, Change Order, Purchase Requisition) are automatically updated with changes to the Forecast, depending on the formula.
• Adjustments are automatically included in the Forecast column upon approval as defined by the workflow.

Transactions and Manual: Line Items can be added to the Cell Detail window of the Project or Shell Cost Sheet. No deletions or modifications can occur on existing line items. The user has to manually choose which commits are included in the forecast. Options for choices are:

• Auto-adjust YTB/AFC: For example, if you include a Commit for $100 in Forecast then $100 is automatically deducted from YTB
• Manually adjust YTB/AFC
• Make no change to YTB/AFC

 

 

 

 

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