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Update cost sheet columns in a project

Cost sheet columns can be updated using this functionality.

The Update Project process runs in the background. Depending on the number of records and projects you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

 

Some notes about cost sheet columns

• A column is identified by a unique data source.
• If the project cost sheet does not exist in the project, the column is not added.
• If the project cost sheet is present but the column does not exist, the column definition is created, and the column is added. Column restrictions are added. Users/Groups are created or updated.
• For formula columns, be sure to first push the columns or data sources that make up the formula (if they don’t already exist in the cost sheet), then push the formula column.
• Note: Any new column that is created will use the column to its immediate left as the reference point for positioning. When a column is added to the cost sheet via an update, this means:

If the column to the left of the column that is being pushed exists in both the template and cost sheet, the column will be positioned in the cost sheet according to its position in the template.

If the column to the left of the column being pushed exists in the template but does not exist in the cost sheet, then the column will be added to the end (far right) in the cost sheet.

 

Cost Column Project Update Rules

If a project cost sheet column of the same name exists, it will be replaced according to the following matrix.

 

If this template (source):

Is used for this project (destination):

The template will:

Single Date Source

Column exists

Update the column

Column does not exist

Create column with the same definition

Logical Data source (Formula entry)

Logical Data source Column Exists (Formula entry)

Update and replace the formula

Logical Data source column exists (Manual entry)

Not update the column or formula

Column does not exist

Create column with same definition

Logical Data source (Manual entry)

Logical Data source Column Exists (Manual entry)

Update the column

Logical Data source Column Exists (Formula entry)

Update the column and change it to manual entry

Column does not exist

Create column with same definition

To add or update cost sheet columns using Update Project

1 Go to the Company Workspace tab and switch to Admin mode.
2 Click Templates > Projects (Standard) > All in the left Navigator. Open the project template to update.
3 In the Project Template, navigate to Cost Manager > Cost Sheet. Create or open the Project Cost Sheet.
4 From the cost sheet, click Columns to open the Columns log. Add or edit cost sheet columns as needed.
5 From the Columns Log window, select the column to push. Only one column can be updated at a time.
6 Click Update Projects and choose one of the following:
• Projects: allows you to choose which project(s) to update. You can use Find to search for specific projects to select from the complete list of projects. You can select as many projects as you want to update. The Page and Display fields display on the Project Update window, but are disabled in this case.
• All Projects: updates all active and on-hold projects
• History: allows you to view the update history from past updates or cancel a request before the update begins.

An Alert window opens, detailing the information that will be updated. Read the message carefully, as once a project is updated, this action cannot be undone.

7 Click Yes if you want to proceed with the update, or No to cancel.

 

 

 

 

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