If a project cost sheet column of the same name exists, it will be replaced according to the following matrix.
If this template (source): | Is used for this project (destination): | The template will: |
|---|---|---|
Single Date Source | Column exists | Update the column |
Column does not exist | Create column with the same definition | |
Logical Data source (Formula entry) | Logical Data source Column Exists (Formula entry) | Update and replace the formula |
Logical Data source column exists (Manual entry) | Not update the column or formula | |
Column does not exist | Create column with same definition | |
Logical Data source (Manual entry) | Logical Data source Column Exists (Manual entry) | Update the column |
Logical Data source Column Exists (Formula entry) | Update the column and change it to manual entry | |
Column does not exist | Create column with same definition |
To add or update cost sheet columns using Update Project
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Projects (Standard) > All in the left Navigator. Open the project template to update.
- In the Project Template, navigate to Cost Manager > Cost Sheet. Create or open the Project Cost Sheet.
- From the cost sheet, click Columns to open the Columns log. Add or edit cost sheet columns as needed.
- From the Columns Log window, select the column to push. Only one column can be updated at a time.
- Click Update Projects and choose one of the following:
- Projects: allows you to choose which project(s) to update. You can use Find to search for specific projects to select from the complete list of projects. You can select as many projects as you want to update. The Page and Display fields display on the Project Update window, but are disabled in this case.
- All Projects: updates all active and on-hold projects.
- History: allows you to view the update history from past updates or cancel a request before the update begins.
An Alert window opens, detailing the information that will be updated. Read the message carefully, as once a project is updated, this action cannot be undone.
- Click Yes if you want to proceed with the update, or No to cancel.