The following procedure describes how create a cost sheet template at the Company level, from the Company Workspace tab.
- Go to the Company Workspace tab (Admin mode).
- From the left Navigator, click Templates > Cost Sheets to open the Cost Templates log.
- Click Create and select Cost Sheet. to open the Create Cost Sheet Template window.
- Enter the needed information in the fields under the following blocks:
- General block
Defines general properties of the template:
- Enter a unique Title, which is used to identify the template in the log and when creating a new project or shell cost sheet from the template. When you create a cost sheet from the template, the title will default to Project Cost Sheet and will not be editable.
- Enter an optional Description for the template. This description will be copied to the Project Cost Sheet when you create one, and will not be editable.
You can select a Default View for the template. This can be edited in the Project Cost Sheet. For details, see Define Cost Sheet Default View (General tab).
- Structure block
Defines the structure of the CBS Codes (or Cost Codes) for use within the cost sheet. This remains editable in cost templates, but once it is set in a project or shell cost sheet, it cannot be changed as this tab defines the CBS Code structure for the project or shell. For details, see Define cost code structure (Structure tab).
- Options block
Defines labels for the two default columns, and details on forecast handling. For details, see Define cost sheet options (Options tab).
- General block
- Click Save.
The cost template that you create appears in the Cost Templates log. After creating the cost sheet template, you must open the sheet to add columns and rows.
To open the cost sheet template
- Go to the Company Workspace tab and switch to the Admin mode.
- From the left Navigator, click Templates > Cost Sheets to open the Cost Templates log.
- Click to select a template and open it either by double-clicking on it, or by way of the gear icon.