The following procedures discuss how to modify cost sheet data. Manually entered cost sheet data can be edited or modified directly from the cost sheet (assuming you have modify permissions).
Cost sheet entries rolled up from transaction BPs or calculated in formula columns are not editable. Data rolled up through business processes can only be modified by submitting business processes such as change orders. Formula column cells will reflect changes made to other column data used in the calculations.
To edit direct entry data
| 1 | In the project or shell Cost Sheet window, click inside the cell to edit. The cell becomes editable. |
| 2 | Enter the new value. |
To edit line item data
| 1 | In the project or shell Cost Sheet window, click the link in the cell to edit. The Cell Detail window opens. Line items are listed in the lower portion of the window. |
| 2 | Double-click the line item to edit. The Line Item window opens. |
| 3 | Edit the Line Item window as needed. |
| 4 | Click OK to save changes and close the Line Item window. |
To delete a line item
| 1 | From the project or shell Cost Sheet window, click the link in the cell in which to delete the line item. The Cell Detail window opens. |
| 2 | Do one of the following: |
| • | Select the line item to delete, then click Remove. The line item is deleted. |
| • | Double-click the line item to open the Line Item window. Click the Delete button. |
| 3 | Click Yes to confirm. |
To edit or delete data rolled up from a business process
Cost sheet data originating from a business process cannot be edited from the cost sheet.
Data must be edited in the business process record if it is still active or through an appropriate change BP, such as a change order.
To edit or delete data calculated in a formula column
Formula column cells will reflect changes made to other column data used in the calculations. Click the column heading to view the formula and display the cost sheet columns used in the calculation. This will help you determine whether to edit the formula, the data on another column, or other source.
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