View Rolled Up Project CBS Values

You can view project costs by CBS codes or cost categories on the project Cost Sheet page. Project and budget managers can drill down to budget line items to analyze costs. The project Cost Sheet allows managers to view budget and cost data from one central location.

If you assigned CBS codes to scope assignments, you can view the rolled up values from leaf nodes on the Cost Sheet page. You can also view details about the rolled up value including which work packages contain the scope assignments with that CBS code assigned.

If you assigned CBS codes and cost categories to risks, you can view the rolled up values from the risks on the Cost Sheet page.

To view rolled up value details:

In the object selector, select a project.
In the sidebar, hover over  Cost and Funds, and select Cost Sheet.
On the Cost Sheet page, select the By CBS Codes or By Cost Categories tab, and then select  Settings.
In the Settings panel, choose the columns to display, and select Apply.
On the Cost Sheet page, select a rolled up value.
In the Details dialog box, review the information, and select OK.
To download the details as an Excel spreadsheet, select Download in the Details dialog box.

Tips

The No CBS row shows totals for all objects that are not associated with CBS codes, including actuals, scope items, and risks.
To navigate to the Scope Assignment page, select the ID of the work package in the Details dialog box.
To navigate to the Budget page, select the ID of the budget line item in the Details dialog box.
To navigate to the Risk Register page, select the ID of risk in the Details dialog box.

Next: CBS Overview