How to set up the cost manager (cost sheets)

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How to set up the cost manager (cost sheets)

Before you begin: Be sure currencies and exchange rates have been set up. Verify that all Cost Codes have been added or imported. Before you can create the Cost Template, you must create the necessary Cost Codes Data Definition(s) which will be used to build your WBS Codes. WBS Cost Codes can be single or multi segment codes. (See "Importing and Exporting Exchange Rates" , "Add a data definition (Basic and Cost Codes)"

Step 1: Import the cost attribute form. Once imported, the cost attribute form becomes the WBS Details window in Primavera Unifier, used to create and manage WBS codes in the project or shell cost sheet This is an optional step. If you do not create a cost attribute, a default form will be used to create WBS codes. (See "Importing the Cost Attribute Form".)

Step 2: Configure permissions. (Refer to the Primavera Unifier and uDesigner Reference Guide for cost manager permission settings.)

Step 3: Create a cost sheet template. You must create at least one cost template before you can create cost sheets. You can use the template to create project or shell cost sheets, or a cost sheet within a project or shell template. You can add columns to the template, which can be used to capture transaction data from cost business processes, create formulas, manage the budget, manually enter data, link to the funding manager, and much more. You can create the WBS codes in the template, which are the rows on the sheet. (You can also set up columns and rows on individual cost sheets, following the same procedures). (See "Creating and Setting up Cost Templates".)

Step 4: Create a project or shell cost sheet. You can create a cost sheet directly in the project or shell, or in a project or shell template (when you create project or shells from the template, you can include the cost sheet). (See "Creating a Project or Shell Cost Sheet".)

Step 5: Define the project or shell budget. After creating the project or shell cost sheet, you can distribute the budget. This is done in User Mode. See "Defining the budget"

Optional steps:

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Create work packages. This is done in user mode (see Create_a_work_package.htm)

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Create worksheets. Worksheets can be used as mini-cost sheets, linked to project or shell cost sheet columns. You create a worksheet template first. (See "Creating Worksheet Templates".)

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Create program and company cost sheets. This is optional. The program and company cost sheets are used to summarize project data. You can configure these sheets to display specific data by adding or removing desired columns. The rows correspond to each individual project cost sheet. The program cost sheet will summarize the cost sheet data for the project in the program. The company level cost sheet summarizes project data across the company. The company cost sheet can also be mapped to company level account codes, which can allow you to link project WBS codes with company level account codes. (See "Setting up a Program Cost Sheet", "Setting up the Company Cost Sheet".)

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Import and set up cost business processes. Use these to enable transactions against the cost sheet. (See the Business Processes section.)

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Set up a company accounts sheet. (See "Setting up a Company Accounts Sheet"

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Set up SOV. (See "Setting Up Schedule of Values (SOV)")

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Set up Funding. (See "Setting up the Funding Manager ")

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Set up Rules. (See "Setting up the Rules Engine")

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