In the cost sheet template at shell level, Properties window, Options tab, you can only define the P6 Integration option by enabling P6 as source (Enable P6 sources). This option allows you to enable the Cost Sheet Template in Unifier to acquire data from the P6 Summary Sheets. You can select this option only if Tree is selected as the Cost Sheet Structure, at the Company level (cost sheet template).
The Options tab at shell level has the following blocks and the options that are selected are based on the selection at the Company level (cost sheet template):
- Labels block
- CBS Code
- CBS Item
- Forecast Details block
- User Line Items
- Transactions
- Forecast Inclusion block
- Manual
- Auto
- Forecast Type block
- Enable Cost Sheet Forecasting
- P6 Integration block
- Enable P6 sources