To select CBS codes or summary codes:
- In the Edit Rule window, click the CBS Codes tab. (This tab is available if you chose "Per selected CBS Summary Codes" or "Per selected CBS Codes" as the rule Level.)
- Click Add. The CBS Picker opens.
- If you chose "Per selected CBS Summary Codes," the picker displays the summary CBS codes on the sheet. This is only applicable if the project/shell cost sheet uses a tree structure. Cost sheets with flat structures do not have summary CBS codes.
- If you chose "Per selected CBS Codes," the picker displays the "leaf" CBS codes (individual, non-summary codes). This is applicable for both tree and flat cost sheets.
- Select one or more codes from the picker and click Select.
To locate the CBS codes you need, you can click the Find button in the CBS Picker. For tree structure cost sheets, you can also click Expand or Collapse to help you navigate the code structure.
After you select the CBS codes, they are listed in the CBS Codes tab. You can add as many CBS codes as needed. At runtime, the rule will be applied only to the CBS codes selected.
Note: Summary CBS codes must all be at the same summary level (i.e., the same indent level).
- For Validation, choose one of the following:
- Validate total of selected rows: the system will calculate the sum of the selected CBS codes and then apply the rule to the total
- Validate selected rows independently: the system will apply the rule to each selected CBS code individually
- To remove a CBS code from the list, select it and click Remove.
- Click OK to save and close the Edit Rule window.
Note: If you add a CBS code or summary code to this list and it is later removed from the cost sheet, the rule will not be affected. The code will still appear on the CBS Codes tab. At runtime, the rule engine will ignore the code that was removed from the cost sheet. Similarly, in a tree structure, if a summary code is changed to a leaf code (or vice versa) after adding it to the CBS Codes tab, at runtime, the rule engine will ignore the code that was changed and not create an error.