Update cost sheet columns in a shell

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Update cost sheet columns in a shell

Cost sheet columns can be updated in WBS code-based shells.

The Update Shell process runs in the background. Depending on the number of records and shells 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

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A column is identified by a unique data source.

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If the cost sheet does not exist in the shell, the column is not added.

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If the shell 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.

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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.

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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 Shell Update Rules

If a 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 shell (destination):	The template will:
Single Date Source	Column exists	Update the column
Single Date Source	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 Shells

Go to the Company Workspace tab and switch to Admin mode.

Click Templates > Shells in the left Navigator.

Open the template to update.

In the shell type template, navigate to Cost Manager > Cost Sheet. Create or open the Shell Cost Sheet.

From the cost sheet, click Columns to open the Columns log. Add or edit cost sheet columns as needed.

From the Columns Log window, select the column to push. Only one column can be updated at a time.

Click Update Shells and choose one of the following:

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Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed in Primavera uDesigner. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.

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All Shells: You can use this option to update all shells of that shell type.

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History:You can view the update history from past updates or cancel a request before the update begins.

An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.

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

Oracle Corporation