View the Summary Cost Sheet for a Workspace

The Summary Cost Sheet page displays the total costs and hours of all projects in the workspace. By having aggregated and detailed project cost information in a single repository, you can easily analyze cost trends and quickly identify any problem areas for all of your projects in the workspace. All users have access to view the Summary Cost Sheet, but users will only see costs and hours associated with projects for which they have the required security privileges.

The workspace-level Summary Cost Sheet includes two tabs: By Workspace and by CBS Codes. The By Workspace tab lets you view project and child workspace total rollup costs. The By CBS Codes tab lets you view costs by CBS codes for all projects and child workspaces you have access to within the current workspace.

You can customize your view of the Summary Cost Sheet page to show the data you care about most.

To view the workspace Summary Cost Sheet:

  1. In the object selector, select a workspace.
  2. In the sidebar, hover over Cost and Funds and select Summary Cost Sheet.
  3. Select the By Workspace tab or the By CBS Codes tab.

    Note: If workspace currency is selected but is not supported, cost data will display in the base currency.