You can edit the cost template properties, rows, columns, or add default data to rows.
Note: Your edits to a template will be reflected in cost sheets that are created from it, but will not affect exiting cost sheets.
To access your cost templates
- 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 which lists the cost templates.
The Cost Templates log has the following toolbar options:
Create | To enable you to create:
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Refresh | To refresh the items listed on the page. |
Delete | To delete a cost template. |
Find on Page | To search for an item on the page. |
The Cost Templates log has the following tabs on the right-hand pane:
Properties tab | To view or edit the fields of your cost template. |
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Audit Log tab | To review the history of changes that have been incorporated on a selected cost template. |