After you create the template, you can define the structure by adding rows and columns.
To add rows to 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.
- Select a Generic Cost Template.
- Click the Structure button. The Template Structure Setup window opens.
- Click Add Row. The Generic Cost Code Details window opens.
- To form cost codes (rows) click Select next to the Cost Code field.
- Enter the cost code segments and click OK.
- Optionally, enter a code name for the cost code.
- Select a status (Active or Inactive).
- Click Add to add the row and then continue to add rows, or click OK to exit.
To add columns to 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.
- Select a Generic Cost Template.
- Click the Structure button. The Template Structure Setup window displays.
- Click Columns. The Cost Sheet Columns window opens.
- Click the New button. The Column Properties window opens.
- Complete the fields in the Column Properties window as described in the table below.
- Click OK when you are done with the column properties.
In this field: | Do this: |
|---|---|
Name | Enter a column name. The name you choose will appear as the column header on the sheet. If you leave the Name field blank, the selection you make in the Datasource field will automatically populate the Name field. |
Datasource | Choose a datasource. All columns must be associated with a data source. The data source that you choose will determine which of the following options are available. The types of Data sources available are: Single Datasource: These values roll up from business processes that have these attributes: Level: Project/Shell Type: Cost Sub-Type: Line Items with Multiple Codes Configurable Manager: <name of Generic Cost Manager> Logical Datasource: Generic Cost Manager (1-25). |
Entry Method | Choose an entry method. This is applicable for logical data sources. Manual Entry, Direct entry into cell: Users enter values by clicking the cell and entering values directly into the cell. Formula: Values are calculated based on a specified formula entered for the column. Formulas can include the values of other columns. Click the Create button to create the formula. |
Data Format | Choose a data format. Applicable for Manual Entry or Formula columns: Show as percentage: Display the data in percentages. Decimal Places: Number of decimal places to display. Use 1000 Separator (,): Use a comma as a separator. Negative Number Format: Specify the format for negative numbers. |
Display Mode | Choose a display mode. Refers to whether the column is displayed on the cost sheet. Show: Default; indicates that column will display by default on the cost sheet to all users with at least "view" permission for the cost sheet. Hide: Hidden columns are active but not displayed on the cost sheet. Hidden columns can be accessed by users with "create" permission on the cost sheet. Total: Choose to designate the content of the Total row of the column. Default is Blank. You can choose Sum of All Rows or Use Formula Definition. Average: Display the average row of the column. |
Total | Choose how the total is displayed. Determines what will display in the "Total" (bottom) row for the column: Blank: The total of this column is not applicable and will not display on the cost sheet. Choose this column for percentage columns and other columns where it does not make sense to display the sum total. Sum of All Rows: The sum total of the column values is displayed. Use Formula Definition: For formula columns; the formula will be applied to the "Total" row in the same way it is applied to other rows in the column. |
Column Position After | Choose the column position. The new column will be inserted after the column selected. |