The Cost Sheet is created by copying from a cost template or another project or shell cost sheet. Only one project or shell cost sheet may be defined per project or shell. You may define multiple work packages or work sheets.
If a worksheet is associated with the cost sheet or template (that is, if a cost sheet column definition refers to Worksheet as Data Entry method), the worksheet will also be copied.
Note: Once a cost sheet has been created, it cannot be deleted. Be sure the structure (tree or flat) of the template is what you want to use for the cost sheet. The structure is not editable for cost sheets. You can add, modify or delete columns and rows to the sheet as necessary.
To create a cost sheet by copying a template
- Go to your Company Workspace tab (Admin mode):
- Click the Templates node to expand.
- Click Projects sub-node to expand.
- Click PROJECT TEMPLATE sub-node to expand.
- Click Cost Manager sub-node to expand.
- Click Cost Sheet sub-node to open the Cost Sheet log.
- Click New, click Cost Sheet, select Copy from Template. This option will allow the user to create a Cost Sheet by copying one from a company level template.
- Select a template and click Copy.
To create a cost sheet by copying from another project or shell
- Go to your Company Workspace tab (Admin mode):
- Click the Templates node to expand.
- Click Projects sub-node to expand.
- Click PROJECT TEMPLATE sub-node to expand.
- Click Cost Manager sub-node to expand.
- Click Cost Sheet sub-node to open the Cost Sheet log.
- Click New, click Cost Sheet, select Copy from Projects. This option will allow the user to create a Cost Sheet by copying one from a company level template.
- Select a template and click Copy.