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Conditions for Creating a Cost Sheet setup Configuration Package
When the Sheet Setup information is packaged for the first time, the Cost Attribute design must also be included in the configuration package. If this check fails, then the package creation will result in an error. For subsequent exports, the deployed version of the design must match the Published version of the design. This is mainly being done since the package includes the Cost Sheet (CBS) rows and these depend on the deployed design.
This check will not be performed for customers who do not use Cost attribute forms. If the destination server has the cost attribute form, but the Configuration Package does not include the Cost Attribute design, then the import will fail and an error will be displayed.
When the Sheet Setup information is packaged for the first time, the design of any data source used in the column definition of the sheet must be part of the package. If this check fails then the package creation will result in an error. For subsequent exports, check will be made to ensure that the design which uses the Data Element (ex: Status) that is specifically used in the setup is present in the Published package. As long as this condition is met, the package creation will be successful. If not, the latest design will have to be included in the package.
Cost Sheet Components in the Configuration Package
The system includes the following components of Cost Sheet in the Configuration Package (.zip file):
Component | Field / Option |
|---|---|
Cost Sheet / Properties / General | Title |
Cost Sheet / Properties / General | Description |
Cost Sheet / Properties / General | Default View |
Cost Sheet / Properties / Structure | Structure option |
Cost Sheet / Properties / Structure | All segments |
Cost Sheet / Properties / Options | Labels |
Cost Sheet / Properties / Options | Forecast Details option |
Cost Sheet / Properties / Options | Forecast Inclusion |
Cost Sheet / Properties / Options | Forecast Type |
Cost Sheet / Properties / Options | P6 Integration: Enable P6 Sources. When this option is selected, and if the Cost sheet has used any of the P6 Data Sources, then Configuration Package will also include the P6 Data sources defined in Standards & Libraries. If the P6 data sources do not exist in the destination then they will get created and will be in Published state. The system currently allows up to 12 P6 data sources to be defined in the server. So at the time of Import, checks will have to be made to ensure that the total number of P6 data sources does not exceed 12. |
Cost Sheet / Columns / Column Properties | All options Since the data source of a cost sheet column maybe a Cost BP, additional checked are to be performed at the time of Configuration Package creation to ensure that the BP is included in the Configuration Package as well. If the entry method uses Work Sheet then the Worksheet must be included in the Configuration Package. The package will also include the hidden columns. |
Cost Sheet / Columns / Restrictions | Users and Groups setup for Restrictions. |
Cost Sheet / Budget Distribution | The Budget Distribution option will be disabled at the Shell template level. Hence user cannot setup any distribution. |
Cost Sheet / Fund Assignment order | The Fund assignment option will be disabled a the Shell template level. |
Cost Sheet /CBS Codes | All rows which include CBS as well as Summary CBS codes along with the Breadown. Note: If the Cost Codes do not exist in the destination environment i.e if user has not packaged the Cost Codes by selecting the options of Data Structure > Cost Codes at the time of Package creation, then the cost codes used in the Cost sheet will be brought over. However the value/label pair defined in the Cost Code definitions will not be brought over. |