Add a Cost Sheet Column at Company Level

This general procedure can be used for adding columns is the same whether you are adding columns to a cost sheet (project or shell, program or company level), a cost sheet template, or a worksheet.

  1. Go to the Company Workspace tab and switch to the Admin mode.
  2. From the left Navigator, click Templates > Cost Sheets to open the Cost Templates log.
  3. Click to select a cost template from the log.
  4. Click the gear icon next to the cost template and click open.
  5. Form the toolbar options, click Add Column (the icon with three vertical lines) to open the New Column window.
  6. Complete the fields as described below.
  7. Click:
    1. Cancel to discard your changes
    2. Save to save your changes
    3. Save & Add New to save your changes and begin to add a new column.

In this field:

Do this:

Name

The name you choose will appear as the column header on the Project or Shell Cost Sheet. If you leave the Name field blank, the selection you make in the Datasource field will automatically populate the Name field.

Type

See "Cost Sheet Column Types."

Datasource

All columns must be associated with a data source. The data source that you choose will determine which of the following options are available. The types of Data sources available are:

  • Single Sources: These values roll up from other sources. These include cost type business processes, some predefined cost columns.
  • Logical Sources: Choose one to create Manual Entry or Formula columns.
  • P6 Sources: To select the P6 Summary Sheet from which cost should role up.

See "Project or shell Cost Sheet Column Data Sources."

Element

If you select the "Enable P6 sources" option when defining your Cost Sheet options (Creating a new Cost Sheet Template, Options tab), the following occurs in the Column Properties window:

The Datasource drop-down list contains the Published P6 Data Sources that have been defined in Standards and Libraries, in P6 Sources. Once you select a P6 Source as a Datasource for a column, you must select an Element (Required). The Element drop-down list contains a fixed list of available options.

If you select any P6 Datasource or Element to define a column, then:

  • Column Name defaults to the Element that you selected.

    Example

    You select DataSource or Element as Sanctioned Baseline or Planned Cost. The Column Name, then, appears as: Planned Cost.

  • You can edit the Name and Data Format.

Notes:

- For all "Cost" elements (Planned Cost, Actual Cost, etc.), the Data Format is pre-selected as "Currency"

- For all "Unit" elements (Planned Units, Actual Units, etc.), the Data Format s pre-selected as "Decimal"

  • All P6 Sources are available for Formula Creation (Format: <P6 Source>: <Element>).
  • You can edit the Display Mode
  • You can edit the Total

Entry Method

This is applicable for logical data sources.

  • Manual Entry, Direct entry into cell: Users enter values by clicking the cell and entering values directly into the cell.
  • Manual Entry, Line item content: Users enter values manually via a line-item entry window for each CBS Code (clicking the cell opens the cell details window.)
  • Worksheet: From the drop-down lists, select the Name of the worksheet and the Column within it.
  • Formula: Values are calculated based on a specified formula entered for the column. Formulas can include the values of other columns. Click the Create button to create the formula.

Data Format

  • Currency: Right-aligns column contents and includes a currency symbol, a thousandths separator and two decimal places
  • Percentage: Right-aligns the contents and includes a percentage symbol
  • Decimal: Right-aligns column contents and presents the value for the column as a Decimal (with two decimal digits). The prefix of currency symbol, or the suffix of percent symbol, does not appear in columns with a Decimal data format.

Display Mode

Refers to whether the column is displayed on the cost sheet.

  • Show: This is the default choice. This indicates that column will display by default on the cost sheet to all users with at least "view" permission for the cost sheet.
  • Hide: Hidden columns are active but not displayed on the cost sheet. Hidden columns can be accessed by users with "create" permission on the cost sheet.

Total

Determines what will display in the "Total" (bottom) row for the column:

  • Blank: The total of this column is not applicable and will not display on the cost sheet. Choose this column for percentage columns and other columns where it does not make sense to display the sum total.
  • Sum of All Rows: The sum total of the column values is displayed.
  • Use Formula Definition: For formula columns; the formula will be applied to the "Total" row in the same way it is applied to other rows in the column.

Column Position After

The new column will be inserted after the column selected.


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Last Published Friday, April 9, 2021