The Properties tab of a cost template is fully editable. This allows you to make changes as necessary to use when creating subsequent cost sheets from the template.
Notes:
- Many of the properties that are editable in cost templates are not editable in the Properties tab of the cost sheet itself, once it has been created in the project or shell or in a project or shell template.
- Any edits that you make to a cost template will affect new project or shell cost sheets created from the template, and the existing cost sheets will not be affected.
To view or edit cost template properties
- 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 cost template from the log. The Properties tab is displayed on the right-hand pane. The Properties tab has the following blocks with fields that enable you to enter values, when permitted:
- General
- Name
- Description
- CBS Code Label
- CBS Item Label
- Structure
- Flat
- Tree
- Sort CBS
- Segment Preview
- Options
- Forecast Details: User Line Items - Transactions
- Forecast Inclusion: Manual - Auto
- Enable Cost Sheet Forecasting
- Enable P6 source
- General
- In the Properties tab, you can make edits as necessary.
Note: Any edits that you make to a cost template will affect new project or shell cost sheets created from the template, and the existing cost sheets will not be affected.
- When finished, click Save to save your changes. Click Cancel to discard your changes.