When you open a project or shell cost sheet (Cost Manager node > Cost Sheet sub-node > <Project Cost Sheet>), the Cost Sheet overlay window opens and the following elements appear on the screen:
- Cost Sheet header and locked/unlocked indicator
- Toolbar enabling access to several actions
- Grid with rows (if available) and columns
The Cost Sheet overlay window toolbar options are as follows:
Manage Rows
| Note: This option is available only to those users who have permission to modify the cost sheet rows. Clicking at this option enables you to open a new grid sheet (inline), on top of the cost sheet, titled: Manage Rows.
For a tree-structure cost sheets, the Manage Rows sheet has the following toolbar options:
For a flat-structure cost sheets, the Manage Rows sheet has the following toolbar options:
- Add
Clicking Add, when no row has been selected, adds a new row at the bottom of the existing rows.
Clicking Add, when a row has been selected, insert a new row below the selected row.
You can always drag the row to move it above or to any other valid place.
- Refresh
- Print
- Find on Page
When you make changes, the following additional options (appear on the top, right-hand corner of the screen) enable you to cancel or save your changes:
The Manage Rows sheet has the following columns that are stationary:
Other columns on the Manage Rows sheet vary as per design (as defined in the cost sheet attribute form in uDesigner).
For each cost code row in the Manage Rows sheet, you have the following options columns at the very end:
- Notes
An indicator to show if a cost code row is associated with notes.
- Attachments
An indicator to show if a cost code row is associated with attachments.
- Delete
If a row is eligible for deletion (i.e., there is no cost associated with that cost code), you can delete the row by using this option. When you click this option, the row and the child rows will be deleted.
- Reorder
You can select multiple rows and drag them to another position. As long as there is no cost associated with a selected row, you can drag codes to another location below any parent. If any of the selected codes is associated with a cost, you cannot drag the group to another parent or hierarchy.
For each cost code row in the Manage Rows sheet, there is a right pane (bottom) that captures more details on the code. This pane contains following tabs:
- Breakdown tab
The Breakdown tab contains the following toolbar options:
- Add
If you do not select any rows and click Add, then Unifier inserts a new row on the grid at the bottom of the existing rows.
If you select a row, or multiple rows, and click Add, then Unifier inserts a new row below the selected row, or rows.
- Find on Page
The Breakdown tab contains the following toolbar options:
- Row #
This is the same as the row # column in main grid in this window. Unifier displays an error message if you:
- Save your changes without entering a name.
- Create a breakdown with a duplicated name.
The red triangle symbol signifies the existence of an error in a row. The error pop-up displays Row # that contains the error, the CBS description (from the main sheet row that contains the error), the tab name, and the error description.
- Name: Mandatory field.
To capture breakdown name.
- Description:
To capture breakdown description.
Delete:
Column header is blank. Click to delete the selected row.
Reorder:
Enables you to reorder breakdowns through drag and drop (same as drag or drop at other places in Unifier--Manage Views screen, etc.).
- Attachments tab
Same as the Attachments tab in Work Package (Standard View) and right pane of the Attachments tab in the Cost Sheet log.
- Notes tab
Very similar to the Comments tab of a BP record (right pane). It cannot be used to add attachments to a comment.
- Audit Log tab
Same as the Audit Log tab of a BP record (right pane).
For a tree-structure cost sheet, the right-click option for a cost code row, within Manage Rows window, are:
- Add Sibling
- Add Child
- Copy
- Delete
For a flat-structure cost sheet, the right-click option for a cost code row, within Manage Rows window, are:
For both a tree-structure cost sheet and a flat-structure cost sheet, when you select multiple rows, the right-click options are:
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Add Column
| Enables you to open the New Column overlay window which contains the following fields:
- Name
Similar to the Classic View of Column Properties window, when you create a new column in the current cost sheet.
- Type
The drop-down menu enables you to select the values:
- From Business Processes (the default value for Type)
Select the From Business Processes option if you want to have a column in the Cost Sheet log the pulls data from the Amount field of a Business Process. If you select this option, then:
- The New Column form (overlay window) stays as is.
- The Data Source drop-down menu gets updated to show a list of all Business Process datasources which can be used to create a column.
Note: The datasources that have already been used to create a column will not be included in the list. You must populate the mandatory options, on the form, in order to create the new column successfully.
- Direct Entry
Select the Direct Entry option when you want to enter Numeric values into the cell directly. When you select this option on the overlay form, similar to the "From Business Process" option, the form stays as is. The only difference is that the Data Source drop-down menu displays "Logical Sources," only. Also, those sources that have already been used to create a column will not be displayed in this list.
- Line Item Content
Select the Line Item Content option when you want to enter data for each cell in the column in a line item format, allowing multiple line item entries per cell. The total is displayed in the cell. When you select this option on the overlay form, the overlay form stays as is. The behavior of the Data Source drop-down menu is the same as when you select the "Direct Entry" option.
- From Worksheet
Select the From Worksheet option when you want to populate the data in the Cost Sheet column from another column in an already existing worksheet within the project or shell. When you select this option:
- The Data Source drop-down menu displays a list of all those logical sources that allow the "Sheet" type entry method.
- The sources that have already been used to create a column do not show up in the list.
The Type drop-down menu will contain two additional options:
- Sheet Name
This is an editable drop-down menu (same as the "Name" drop-down for the "Sheet" radio option in the Classic View functionality of the "Column Properties" window.
- Column
This is a drop-down menu which is enabled only when you select a sheet from the "Sheet Name" column; otherwise, the Column option is read-only. All of the other behavior of the Column drop-down menu is the same as the Column drop-down menu of the "Sheet" radio option in the Classic View functionality of the "Column Properties" window.
- From EVA Sheet (for more information about EVA, refer to the Earned Value Management User Guide.)
Select the From EVA Sheet option when you want to populate the data in the Cost Sheet column from an EVA sheet. When you select this option:
- The Data Source drop-down menu displays a list of all those logical sources that allow the "Sheet" type entry method.
- The sources that have already been used to create a column do not show up in the list.
The Type drop-down menu will contain two additional options:
- Sheet Name
This is an editable drop-down menu (same as the "Name" drop-down for the "Sheet" radio option in the Classic View functionality of the "Column Properties" window.
- Column
This is a drop-down menu which is enabled only when you select a sheet from the "Sheet Name" column; otherwise, the Column option is read-only. All of the other behavior of the Column drop-down menu is the same as the Column drop-down menu of the "Sheet" radio option in the Classic View functionality of the "Column Properties" window.
- From Activity Sheet
Select the From Activity Sheet option when you want to populate the data in the Cost Sheet column from an Activity Sheet. When you select this option:
- The Data Source drop-down menu displays a list of all those logical sources that allow the "Sheet" type entry method.
- The sources that have already been used to create a column do not show up in the list.
The Type drop-down menu will contain two additional options:
- Sheet Name
This is an editable drop-down menu (same as the "Name" drop-down for the "Sheet" radio option in the Classic View functionality of the "Column Properties" window.
- Column
This is a drop-down menu which is enabled only when you select a sheet from the "Sheet Name" column; otherwise, the Column option is read-only. All of the other behavior of the Column drop-down menu is the same as the Column drop-down menu of the "Sheet" radio option in the Classic View functionality of the "Column Properties" window.
Note: In Cash Flow, Cost Sheet, and Earned Value, you can replace the Summary Sheet with the Activity Sheet as a source.
- Formula
Select the Formula option when you want to populate the Cost Sheet column as a formula-based on other existing columns in the sheet. When you select this option, the Data Source drop-down menu gets updated to show a list all the logical sources that allow the "Formula" type entry method. Also, those sources that have already been used to create a column will not be included in this list. In addition, the formula creator option is displayed below the Data Source field. When you click the formula creator, an interface to create a formula opens.
- P6 Sources
You can select the P6 Sources option when the sheet is enabled to create column from P6 sources. You can select the P6 Sources option if you want to populate the Cost Sheet column from a P6 Datasource. When you select the P6 Sources option, the Data Source drop-down menu gets updated to show a list all available P6 sources (those sources that have not been used to create a column so far). In addition, the Data Source drop-down menu will be followed by the Element drop-down menu. The behavior of the Element drop-down menu is the same as the Element drop-down menu in the Classic View of the "Column Properties" window.
- Data Source
The Data Source drop-down menu changes as the value in the "Type" drop-down menu change. Each change is captured above.
In the Classic View, in some cases, the Datasource name is preceded by *** (asterisks). This indicates the statuses of a BP which does not exist in the design anymore.
In the Standard View, if there are any BP statuses that have been removed from the design and are displayed in the Data Source drop-down menu with *** (asterisks) next to them, then when you select the Type as "From Business Process," the Data Source drop-down menu shows a tooltip next to it. Upon hover over, the tool-tip states: *** Indicates the status does not exist in the design.
- Data Format
The Data Format option is available when a value is available to select; otherwise, it will not be visible. For example: The Single Source columns can be of data format "Currency" or "Decimal," only. So, for these columns, the "Percentage" radio option is not visible.
- Display Mode
- Total
- Column Position after
The New Column overlay window has the following action options:
- Cancel
- Save
- Save & Add New
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Forecasting
| Note: This option is available only if the cost sheet is enabled for forecasting. When you click this option, the Classic View of Forecast Adjustment window opens.
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Refresh
| Enables you to see the added values to the columns of the sheet.
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Print
| Enables you to print or export the log content.
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Find on Page
| Enables you to search for a sheet on the log.
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Expand All Groups or Collapse All Groups
| Enables you to expand or collapse the sheets to see the subordinates.
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Menu Options
| Enables you to conduct and access:
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Currency Toggle
| Enables you to switch the cost sheet currency from Project Currency to Base Currency (or vice versa).
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The Cost Sheet overlay window column options may vary. The following are a list of possible columns:
- Sequence No.
- CBS Code (or Cost Code): Static column
- CBS Item (or Code Name): Static column
- Assigned Budget
- Purchase Orders (Approved)
- Change Orders (Approved)
- Invoices (Approved)
- Contingencies
- LI Content
- Risks & Issues (Closed)
- Forecasts
- Budget Approval (Approved)
- Budget Transfers (Approved)
- CBS/WBS Actuals (Approved)
- Contract Change Orders (Approved)
- Contracts (Approved)
The bottom of the Cost Sheet log (underneath the second column from the left--after the Sequence No. column) displays the totals for the amounts for each column.
The bottom of the Cost Sheet log (left-hand corner) displays the total number of items.
When you right-click on a cell heading, you will see the following options:
- Insert
- Properties
- Hide
- Delete
- Lock after this column
When you right-click on a cell within the cost sheet, you will see the following options:
- Add Sibling Row
- Add Child Row (available only if the selected cell row is not associated with any cost item or line item data)
- Insert Column Before (not available if you select a cell within the CBS Code or the CBS Item columns)
- Insert Column After (not available if you select a cell within the CBS Code column column)
- Copy
- Delete
When you click on a cell, the Cost Sheet screen opens a pane on the right-hand side that has the following tabs:
- General
- Attachments
- Notes
- Fund Assignment Order
These tabs provide additional information about each cell. Where allowable, you can update the fields within each tab.
The Budget Distribution overlay window contains the following elements:
When the Budget Distribution is locked (padlock icon in locked position)
| The following blocks (accordion menu) are visible:
- Overview
If available, the right-hand pane of this block (accordion menu) contains the following tabs:
- Attachments
- Audit Log
- Lock/Unlock History
- Distributed Amount
Enables you to see the Cost Code, Code Name, Type, and Distributed Amount. You can use the toolbar options to refresh, print (or export), find, and collapse the information in the log.
The right-hand pane of this block (accordion menu) contains the following tabs:
- General
- Attachments
- Notes
All of the fields are read-only.
If you click Unlock, you must enter a reason.
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When the Budget Distribution is unlocked (padlock icon in unlocked position)
| You have all the options available in the locked position, and you can change the values in the editable fields.
Once finished, you must click Save & Lock.
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