The cost sheet default view refers to how the cost sheet appears when it is first opened.
Note: Unlike other cost sheet properties, the default view settings can be modified in the Project Cost Sheet. See Define Cost Sheet Default View (General Tab) at Shell Level for details.
To define the general properties of the template:
Enter values in the following fields:
- Name
Enter a unique name. This field is used to identify the template in the log and when creating a new project or shell cost sheet from the template. When you create a cost sheet from the template, the title will default to Project Cost Sheet and will not be editable.
- Description (no more than 3950 characters)
Enter an optional Description for the template. This description will be copied to the Project Cost Sheet when you create one, and will not be editable.
- CBS Code Label (no more than 32 characters)
Enter the CBS Code title that your company uses. For example, Account Code, Cost Code, or CBS Code.
- CBS Item Label (no more than 32 characters)
Enter the CBS label that your company uses. For example, CBS Item, Cost Item, or Account Description.
The labels determine how the CBS code columns will be labeled, according to your company conventions.
Note: If you will be importing cost sheet data, it is important that the column labels match those in the import files.
To define the cost column labels
- In the cost Properties windows, click the Options tab.
- Enter new labels for the CBS Code and/or CBS Item columns.
- Click Apply to save changes, or OK to save and exit the window.
Note: You can also define the forecast (Forecast block) behavior for the sheet as well as enabling P6 as a source (P6 Integration block). You must select Tree as the structure of the new cost sheet template when it is enabled for P6 integration.