You can define mapping between a company cost sheet column and a company account code. This allows you to link an account code with project or shell cost data that is rolled up from a project or shell cost sheet into the cost sheet.
Notes:
- You can map a cost column to more than one account code. For example, Column A can be mapped to both Account Code X and Account Code Y. This means that the Total will display for both account codes in that column. However, each account code can be mapped only once (Account Codes X and Y cannot be mapped to any other columns).
- If you remove a column from the asset sheet that is associated with an account code, the mapping will be lost.
To map a cost sheet column to an account code
- In User Mode, navigate to the company cost sheet.
- Open the Properties window and click the Options tab.
- Click Add. The Add Mapping window opens.
- Complete the window:
- Column Name: Company Cost Sheet Column drop-down will show list of all columns that are defined on the cost sheet.
- Account Code: Click Select. A picker window opens displaying active codes from the accounts sheet. Select a code and click Open.
- Account Name: This field is populated with the name of the account code chosen in the previous field, as defined in the accounts sheet.
- Click OK to save the Add Mapping window.
- Click Add to add additional mapping if necessary.
- Click OK to save and exit the Properties window.
Once mapping is complete, data from the company cost sheet (which reflects data rolled up from project or shell cost sheets) will be rolled up to the Accounts Sheet under the Projects data source. Only the total value will be rolled up. If the Total value in the cost sheet column changes, the change is reflected on the accounts sheet.
Note: Note: The process used to update the accounts sheet with mapped cost sheet data runs in the background. After mapping a cost column to the accounts sheet, or updating the cost sheet data, the change may not reflect in the accounts sheet immediately.
To modify mapping
In the Properties window, Options tab, select a mapping and click Modify. You can make changes in the Add Mapping window.
To remove mapping
In the Properties window, Options tab, select a mapping and click Remove. This removes the mapping. Data will no longer roll up to the accounts sheet.