If a cost sheet column of the same name exists, it will be replaced according to the following matrix.
If this template (source): | Is used for this shell (destination): | The template will: |
|---|---|---|
Single Date Source | Column exists | Update the column |
Column does not exist | Create column with the same definition | |
Logical Data source (Formula entry) | Logical Data source Column Exists (Formula entry) | Update and replace the formula |
Logical Data source column exists (Manual entry) | Not update the column or formula | |
Column does not exist | Create column with same definition | |
Logical Data source (Manual entry) | Logical Data source Column Exists (Manual entry) | Update the column |
Logical Data source Column Exists (Formula entry) | Update the column and change it to manual entry | |
Column does not exist | Create column with same definition |
To add or update cost sheet columns using Update Shells
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Shells in the left Navigator.
- Open the template to update.
- In the shell type template, navigate to Cost Manager > Cost Sheet. Create or open the Shell Cost Sheet.
- From the cost sheet, click Columns to open the Columns log. Add or edit cost sheet columns as needed.
- From the Columns Log window, select the column to push. Only one column can be updated at a time.
- Click Update Shells and choose one of the following:
- Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed in uDesigner. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.
- All Shells: You can use this option to update all shells of that shell type.
- History: You can view the update history from past updates or cancel a request before the update begins.
An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.
- Click Yes if you want to proceed with the update, or No to cancel.