Define Cost Sheet Default View (General Block) at Company Level

The cost sheet default view refers to how the cost sheet appears when it is first opened.

Note: Unlike other cost sheet properties, the default view settings can be modified in the Project Cost Sheet. See Define Cost Sheet Default View (General Tab) at Shell Level for details.

To define the general properties of the template:

Enter values in the following fields:

The labels determine how the CBS code columns will be labeled, according to your company conventions.

Note: If you will be importing cost sheet data, it is important that the column labels match those in the import files.

To define the cost column labels

  1. In the cost Properties windows, click the Options tab.
  2. Enter new labels for the CBS Code and/or CBS Item columns.
  3. Click Apply to save changes, or OK to save and exit the window.

    Note: You can also define the forecast (Forecast block) behavior for the sheet as well as enabling P6 as a source (P6 Integration block). You must select Tree as the structure of the new cost sheet template when it is enabled for P6 integration.



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Last Published Friday, April 9, 2021