This general procedure can be used for adding columns is the same whether you are adding columns to a cost sheet (project or shell, program or company level), a cost sheet template, or a worksheet.
- Go to the Company Workspace tab and switch to the Admin mode.
- From the left Navigator, click Templates > Cost Sheets to open the Cost Templates log.
- Click to select a cost template from the log.
- Click the gear icon next to the cost template and click open.
- Form the toolbar options, click Add Column (the icon with three vertical lines) to open the New Column window.
- Complete the fields as described below.
- Click:
- Cancel to discard your changes
- Save to save your changes
- Save & Add New to save your changes and begin to add a new column.
In this field: | Do this: |
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Name | The name you choose will appear as the column header on the Project or Shell Cost Sheet. If you leave the Name field blank, the selection you make in the Datasource field will automatically populate the Name field. |
Type | See "Cost Sheet Column Types." |
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:
See "Project or shell Cost Sheet Column Data Sources." |
Element | If you select the "Enable P6 sources" option when defining your Cost Sheet options (Creating a new Cost Sheet Template, Options tab), the following occurs in the Column Properties window: The Datasource drop-down list contains the Published P6 Data Sources that have been defined in Standards and Libraries, in P6 Sources. Once you select a P6 Source as a Datasource for a column, you must select an Element (Required). The Element drop-down list contains a fixed list of available options. If you select any P6 Datasource or Element to define a column, then:
Notes: - For all "Cost" elements (Planned Cost, Actual Cost, etc.), the Data Format is pre-selected as "Currency" - For all "Unit" elements (Planned Units, Actual Units, etc.), the Data Format s pre-selected as "Decimal"
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Entry Method | This is applicable for logical data sources.
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Data Format |
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Display Mode | Refers to whether the column is displayed on the cost sheet.
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Total | Determines what will display in the "Total" (bottom) row for the column:
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Column Position After | The new column will be inserted after the column selected. |