The ability to open, view, enter data, work with the column structure or modify properties on a cost sheet is dependent upon the permissions that you have. Contact your project or company administrator if you have questions regarding your permission levels.
Note: When you first open the sheet, the opening view will depend on the Default View option selected in the Properties window. Your cost sheet administrator can set this default view. Cost sheets can be resized and split/unsplit (see "Resize cost sheet window" or "Split or unsplit cost sheet window").
To open a project or shell cost sheet
| 1 | Open the project or shell. |
| 2 | Click Cost Manager > Cost Sheet in the left Navigator. The Cost Sheet log opens. |
| 3 | The cost sheet will be displayed in bold font in the log. Select the sheet from the log and click Open. The Project Cost Sheet opens. |
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This item |
Does this |
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Save As |
Click this button to save a snapshot copy of the cost sheet. |
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Rows |
Opens the Rows window, from which you can add or manage rows. |
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Columns |
Opens the Columns log, from which you can add or manage cost sheet columns, or assign access restrictions. |
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Find |
Click to search for a cost code. |
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Split |
Splits the window vertically so you can scroll through the columns while maintaining a view of the WBS code. |
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Fund Assignment Order |
Opens the Fund Assignment window (if the Funding Manager is used). Allows you to set the project or shell fund assignment order at the WBS level. |
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Cost Sheet cells |
Click on a cell to view the Cell Details window. |
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WBS Code |
Click on the WBS code name to open the WBS Detail window. |
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Column Heading |
Click on a column heading to view more information about the column type. |
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File Menu > Open |
Opens the Snapshot log. |
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File Menu > Import |
Click and select one of the following:
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File Menu > Export |
Click and select one of the following:
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File Menu > Properties |
Opens the Properties window. |
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Edit Menu > Budget Distribution |
Opens the Budget Distribution window, in which you can manage the budget or lock/unlock the budget. |
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Edit Menu > Copy > Column Data |
Copy data from one column to another, from one or multiple rows. |
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View Menu > Currency |
Click and select the display currency in which to display the cost sheet data. |
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View Menu > Audit Log |
Opens the Audit log for the cost sheet. |
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View Menu > Expand |
Expands all WBS codes. There is also an Expand button. |
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View Menu > Collapse |
Collapses all WBS codes. There is also a Collapse button. |
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