After you create the template, you can define the structure by adding rows and columns.
To add rows to a Generic Cost Sheet template
1 | Go to the Company Workspace tab and switch to Admin mode. |
2 | Click Templates> Configurable Modules > Generic Cost Manager in the left Navigator. |
3 | Select a Generic Cost Template. |
4 | Click the Structure button. The Template Structure Setup window opens. |
5 | Click Add Row. The Generic Cost Code Details window opens. |
6 | To form cost codes (rows) click Select next to the Cost Code field. |
7 | Enter the cost code segments and click OK. |
8 | Optionally, enter a code name for the cost code. |
9 | Select a status (Active or Inactive). |
10 | Click Add to add the row and then continue to add rows, or click OK to exit. |
To add columns to a Generic Cost Sheet template
1 | Go to the Company Workspace tab and switch to Admin mode. |
1 | Click Templates> Configurable Modules > Generic Cost Manager in the left Navigator. |
2 | Select a Generic Cost Template. |
3 | Click the Structure button. The Template Structure Setup window displays. |
4 | Click Columns. The Cost Sheet Columns window opens. |
5 | Click the New button. The Column Properties window opens. |
6 | Complete the fields in the Column Properties window as described below. |
In this field: |
Do this: |
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Name |
Enter a column name. The name you choose will appear as the column header on the sheet. If you leave the Name field blank, the selection you make in the Datasource field will automatically populate the Name field. |
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Datasource |
Choose a datasource. All columns must be associated with a data source. The data source that you choose will determine which of the following options are available. The types of Data sources available are: Single Datasource: These values roll up from business processes that have these attributes:
Logical Datasource: Generic Cost Manager (1-25). See also: "Maintenance Management and the Generic Cost Manager". |
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Entry Method |
Choose an entry method. This is applicable for logical data sources.
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Data Format |
Choose a data format. Applicable for Manual Entry or Formula columns:
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Display Mode |
Choose a display mode. Refers to whether the column is displayed on the cost sheet.
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Total |
Choose how the total is displayed. Determines what will display in the “Total” (bottom) row for the column:
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Column Position After |
Choose the column position. The new column will be inserted after the column selected. |
7 | Click OK when you are done with the column properties. |
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