Open a Project or Shell Cost Sheet

The ability to open, view, enter data, work with the column structure or modify properties on a cost sheet is dependent upon the permissions that you have. Contact your project or company administrator if you have questions regarding your permission levels.

Note: When you first open the sheet, the opening view will depend on the Default View option selected in the Properties window. Your cost sheet administrator can set this default view. Cost sheets can be resized and split/unsplit (see Resize cost sheet window or Split or unsplit cost sheet window).

To open a project or shell cost sheet

  1. Open the project or shell.
  2. Click Cost Manager > Cost Sheet in the left Navigator. The Cost Sheet log opens.
  3. The cost sheet will be displayed in bold font in the log. Select the sheet from the log and click Open. The Project Cost Sheet opens.

This item

Does this

Save As

Click this button to save a snapshot copy of the cost sheet.

Rows

Opens the Rows window, from which you can add or manage rows.

Columns

Opens the Columns log, from which you can add or manage cost sheet columns, or assign access restrictions.

Find

Click to search for a cost code.

Split

Splits the window vertically so you can scroll through the columns while maintaining a view of the CBS code.

Fund Assignment Order

Opens the Fund Assignment window (if the Funding Manager is used). Allows you to set the project or shell fund assignment order at the CBS level.

Cost Sheet cells

Click on a cell to view the Cell Details window.

CBS Code

Click on the CBS code name to open the CBS Detail window.

Column Heading

Click on a column heading to view more information about the column type.

File Menu > Open

Opens the Snapshot log.

File Menu > Import

Click and select one of the following:

  • Summary Cost Sheet
  • Summary Budget
  • CBS Details
  • Column Details

File Menu > Export

Click and select one of the following:

  • Summary Budget
  • CBS Details
  • Column Details

File Menu > Properties

Opens the Properties window.

Edit Menu > Budget Distribution

Opens the Budget Distribution window, in which you can manage the budget or lock/unlock the budget.

Edit Menu > Copy > Column Data

Copy data from one column to another, from one or multiple rows.

View Menu > Currency

Click and select the display currency in which to display the cost sheet data.

View Menu > Audit Log

Opens the Audit log for the cost sheet.

View Menu > Expand

Expands all CBS codes. There is also an Expand button.

View Menu > Collapse

Collapses all CBS codes. There is also a Collapse button.



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Last Published Monday, April 11, 2022