The following procedures are applicable to Cost Templates and Cost Sheets
Each cost sheet row corresponds to the unique CBS (or Cost) codes that link costs on a project or shell to the General Ledger for Finance. They may be added manually or imported from a CSV file.
CBS codes may consist of one or a maximum of 10 segments. Each segment is defined by a different data definition. For example, a five segment CBS Code would require five data definitions. Segments can be defined via a selection list or text entry.
If the cost sheet has been setup to automatically sort CBS codes, then all new rows will be sorted by ascending order.
You cannot create duplicate CBS Codes at the same row level on the sheet. If you choose a Flat structure for your cost sheet (no indented rows), then you will not be allowed to create duplicate CBS Codes. If you choose a Tree structure, you can use the same CBS Code as long as each instance is within a different grouping (or parent) row.
To manually add rows to a cost sheet or cost template
- Open the Cost Template or Cost Sheet.
- Click the Rows button. The Rows window opens.
- Click Add Row. The CBS Detail window opens.
- Complete the CBS Detail window as described in the following section.
- Click OK.
To insert a row between existing rows
- In the Rows window, select the checkbox next to the row after which you want to insert the new row.
- Click Add Row and follow the procedure to add a new row. The new row will be added after the selected row.