Cost Sheet Template at Shell Level

Project or shell cost sheets are created by copying from a cost sheet template or from an existing project or shell cost sheet in another project or shell; therefore, when you first set up the cost manager, you must start with at least one cost template that you can use to create a project or shell cost sheet (or cost sheet in a project or shell template).

To access cost sheet templates at the shell level:

  1. Go to the Company Workspace tab and switch to the Admin mode.
  2. From the left Navigator, click Templates > Shells > Projects.
  3. Click Cost Manager to expand and click Cost Sheet to open the Cost Sheet log.

You can only use this log (New) to create Worksheet by way of:

  1. Copy from Template
  2. Copy from Projects

You cannot create a project cost sheet.

Related Topics

Create a New Cost Sheet Template at Shell Level

Define Cost Sheet Default View (General Tab) at Shell Level

Define Cost Sheet Options (Options Tab) at Shell Level

Define Cost Code Structure (Structure Tab) at Shell Level

Cost Sheet Columns at Shell Level

Project or Shell Cost Sheet Column Data Sources



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Last Published Friday, April 9, 2021