Project/Shell cost sheet: The project or shell cost sheet is a detailed accounting of the project’s or shell’s budget and costs. It works much like a spreadsheet within Unifier that calculates and maintains the project or shell cost information stored in the project or shell. The project or shell cost sheet rows contain unique CBS codes (or cost codes), which can be used to link project or shell or program costs to the general ledger for finance. Cost information can be entered manually, pulled from work packages or worksheets, or rolled up automatically from business processes when transactions occur in Unifier.
Program cost sheet: Program cost sheets are created automatically once a project cost sheet has been created in at least one project within the program. The columns of the program cost sheet can be set up to allow cost sheet data to roll up automatically from individual project cost sheets. The Program Cost Sheet will display cost data for all projects (within the program) that have a status of Active, On-hold, or View-Only. The currency used is the company base currency. Projects on the program cost sheet are sorted automatically by ascending project number. As new projects are added to the program, and cost sheets are created for them, the new projects will be automatically added to the program cost sheet.
Company cost sheet: The company administrator can create a company-level cost sheet to display cost data across project or shells. Projects or shells on the company cost sheet are added by default as project- or shell-level cost sheets are created. Only active and on-hold projects or shells should be rolled up to a company-level cost sheet. Projects and shells are listed in order by project or shell number in an ascending order. Data rolls up to the company cost sheet columns from individual project or shell cost sheet columns by data source. The data displayed on the program cost sheet is view only.
Work packages: In addition to a project or shell cost sheet, multiple work packages may also be defined. A work package is a group of cost sheet rows that is a subset of the project or shell cost sheet. Work packages provide insight into the budget without providing full access to the details of the project or shell cost sheet.
Worksheets: Cost worksheets can be created to support the project or shell cost sheet. They can be used as sub-cost sheets, enabling specific calculations or data entry in a separate sheet, which can then be rolled up into a defined project or shell cost sheet column. For example, a worksheet can be used to offload complex calculations, which can be rolled up into a single cost sheet column. Worksheets support manual data entry and formulas. Business processes do not roll up to worksheets. Permissions can be controlled for individual worksheets. Worksheets are not independently reportable; however, cost sheet columns that reference worksheets can be reported on.