The CBS Detail window displays CBS properties. Notes and files can be attached to transactions via the CBS Detail window. You can also specify CBS Breakdowns in the CBS Detail window, which are used in SOV sheets.
Note: If you have locked the budget, you will need to unlock it first in order to access the Rows window or CBS Detail window.
To view CBS Details
- Open the Cost Sheet.
- Do one of the following:
- From the cost sheet, click the CBS Code to be edited, which appears as a link in the first column of the cost sheet row. The CBS Detail window opens as a read-only window.
- From the cost sheet, click the Rows button to open the Rows window, then click a CBS Code. The CBS Details opens in an editable view, provided you have edit permissions.
The General tab displays information about the CBS Code. The Breakdown tab displays breakdown information.
To edit CBS Details
For more information about adding CBS Breakdown, see the following section.
- From the Cost Sheet, click the Rows button. The Rows window opens.
- Click the CBS Code to be edited, which appears as a link. The CBS Detail window opens.
- Make changes to the General Tab or Breakdown Tab as necessary.
- Click Apply and OK.
