The name of the template is based on whatever name was given to the Generic Cost Manager. You create this template at the company level, and use it in shells that are of the type Generic.
To create a Generic Cost Sheet template
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates> Configurable Modules > Generic Cost Manager in the left Navigator.
- Click New to create a new Generic Cost Sheet template. You can create multiple templates. The Properties window displays.
- In the General tab, enter general information for the template:
- Enter a unique Title, which is used to identify the template in the log, and when creating a new Generic Cost Sheet from the template.
- Enter an optional Description for the template.
- Choose a default display mode for the sheet.
- If you choose Flat, the cost sheet will display the codes (rows) in a flat structure, with no indented rows. This is useful if you want to display all codes at once.
- If you choose Tree, you have the option of creating indented, nested rows, which can be collapsed into summary, or grouping, rows. This is useful if you will be creating a large amount of rows that can be grouped into categories. You can check Expand all codes to expand the row structure by default.
- Choose a Default View. The choices are:
- Current Shell
- Current Shell and sub-shells
- Subshells
- In the Segments tab, define the segments of the cost codes that will be created on the sheet by choosing the Segment Sources. The segment sources are those that were defined in uDesigner. After you click Apply, you cannot add or remove any of the segments. If you want to use different segments, you must create a new template.
- Click Apply to save changes, or OK to save and exit the window.