Under the Options block, you can set the following options for the cost sheet template:
- Forecast Details
- User Line Items
- Transactions
- Forecast Inclusion
- Manual
- Auto
- Enable Cost Sheet Forecasting
- Enable p6 sources
For the Forecast Details and Forecast Inclusion options, specify the configuration for managing the Forecast column of the Cost Sheet. User Line Items/Manual is the default configuration; the following are the configuration options:
- User Line Items and Manual: At any time, the cost sheet user can add, edit, or delete Line Items in the Cell Detail Window of the Project or Shell Cost Sheet for the Yet to Buy/Allowance For Change (YTB/AFC) column. The user has to manually choose which commits are included in the forecast. Options for choices are:
- Auto-adjust YTB/AFC: For example, if you include a Commit for $100 in Forecast, then $100 is automatically deducted from YTB
- Manually adjust YTB/AFC
- Make no change to YTB/AFC
- User Line Items and Auto: Do not use this combination. This scenario will automatically inflate the Forecast due to the manual adjustment of Yet To Buy (YTB).
- Transactions and Auto: Note the following:
- Commits (for example Base Contract, Change Order, Purchase Requisition) are automatically updated with changes to the Forecast, depending on the formula.
- Adjustments are automatically included in the Forecast column upon approval as defined by the workflow.
- Transactions and Manual: Line Items can be added to the Cell Detail window of the Project or Shell Cost Sheet. No deletions or modifications can occur on existing line items. The user has to manually choose which commits are included in the forecast. Options for choices are:
- Auto-adjust YTB/AFC: For example, if you include a Commit for $100 in Forecast then $100 is automatically deducted from YTB
- Manually adjust YTB/AFC
- Make no change to YTB/AFC
To define the cost forecast details and inclusion
- In the cost Properties windows, click the Options tab.
- Complete the forecast details fields as described in the following table.
- Click Apply to save changes, or OK to save and exit the window.
For the P6 Integration, the Enable P6 sources allows you to enable the Cost Sheet Template in Unifier to acquire data from the P6 Summary Sheets.
- If you select this option, you must select Tree for the Cost Sheet Structure.
- The Data Format in Cost Sheet Template Column "Properties" window shows has the "Decimal" option.