Working with Company Accounts Sheets

The company accounts sheet is used to track company level accounts information, such as assets, resources, and facility maintenance. It is similar to a project or shell cost sheet, using account codes instead of CBS codes.

Account codes are independent of CBS codes, but are similar in structure format. Company-level business processes can be designed in uDesigner to roll up to the accounts sheet (line items are associated with account codes).

See Also

Unifier Cost Manager

Accounts Sheet

Cost Sheets

Funding

Cash Flow Module and Cash Flow Curves

Earned Value (EV) Module

Schedule of Values (SOV)

Generic Cost Manager

Cost Manager (Standard)

Rules and Rule Exceptions

Using Cost Manager

About Cost Sheets

Working with Project or Shell Cost Sheets

Working with the Company Cost Sheet

Working with the Program Cost Sheet

About Funding

About Cash Flow

About Cash Flow Curves

Cash Flow Curves Types

Cash Flow Log Window (Standard View)

Cash Flow Project Overview (Standard View)

Granting Cash Flow User Mode Permissions

About Portfolio Manager Budget Curves

Financial Period in Cost Manager

Creating Cash Flow Curves (Classic View)

Creating Cash Flow Curves (Standard View)

Auto-create a Cash Flow Curve from a Base Commit Record

Create a Cash Flow Curve from a Schedule Sheet

Create a Cash Flow Curve from a Template

Copy Cash flow curves and curve data

Cash Flow Curves in Cost Controls Base Product

About Cash Flow Worksheets

Program-Level and Company-Level Cash Flow

Earned Value (EV)

About Schedule of Values (SOV)

Working with a Generic Cost Manager

P6, Cost Manager, and Cash Flow

In This Section

Open the accounts sheet

Activate or deactivate account codes

View or edit accounts sheet properties



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Last Published Monday, April 11, 2022