When you select a cost sheet row (click on a cost sheet row) the right-hand pane opens. The right-hand pane has the following tabs that provide more details on a cost sheet that you have selected:
- Properties
- Audit Log
The Properties tab contains the following fields:
- Name
Cost Sheet Name. Read only field.
- Description
Cost Sheet Description. Read-only field.
- Structure
Read-only field. Displays the selected Radio option only. For example, if cost sheet Structure is 'Flat', then this field displays the 'Flat' only (and not 'Tree') structure.
- Sort WBS
Editable checkbox that is displayed only if the structure is 'Flat'.
- Segments
Displays a preview of the cost code structure using the segments and cost code separator as defined by the user.
- CBS Code Label
Read-only field.
- CBS Item Label
Read-only field. This is same as existing field 'CBS Item' within the block 'Labels' and tab 'Options.'
- Forecast Details
Read-only. Displays the radio option selected by the user when defining the cost sheet.
- Forecast Inclusion
Read-only. Displays the radio option selected by the user when defining the cost sheet.
- Enable Cost Sheet Forecasting
Read-only checkbox. It is displayed only if the user has selected this option.
- Enable P6 sources
Editable checkbox.
The Audit Log tab displays the Audit log (View > Audit Log) for the cost sheet.
The right-hand pane has the 'Expand' icon at the top right. Use it to expand or collapse the pane.
The left-hand pane lists all of the shell instances of the same type (the shell in which cost sheet is being created).
If you create a cost sheet in a standard project, then the list shows a list of all standard project instances in the company, and you can copy cost sheet from any source.
The Cost Sheet log layout contains the following columns:
- Name
- Type
This will be the default sort column, followed by sort on Name
- Status
- Date Created
- Created By
- Reference No.
This column does not appear in an empty log or if there are no work packages in the log. That is to say that this column appears only if there are work packages within the log.
The following options are available on the toolbar:
- Create
- View
- Find
The following explains each option in details.
Create
When no Cost Sheet has been created yet, there are two sub-menu options available:
- from Template
Lists all of the available Cost Sheet Templates within the company. You can create a Cost Sheet within the project/shell when you click New > Cost Sheet > Copy from Template.
- from <shell type>
When you select this option, the Create Cost Sheet from Project window opens. In this window you can:
- See the selected project
- Manually enter columns from a list of available columns
- Determine the shell size, location, and duration
The fields in this window capture the factors that you can copy over manual entry columns from source project/shell cost sheet to destination. The Available Columns displays a list of all manual entry columns from the selected project cost sheet. You can select none or any number of available columns in the right section. The Factors fields enable you to enter a factor to copy over the manual entry columns into the cost sheet.
When you click Done, a new cost sheet will be created in the project.
View
The default view is All which results in the display of all sheets in the log. You can select Group by Type view which results in the cost sheets grouped by type, with the cost sheet at the top.
Find
To find an item on the log. You can do a text based 'Find' on each column.
When no records have been created within the log, the right-hand pane is blank. You can collapses the right-hand pane.
When there are records within the Cost Sheet node, then the Project Cost Sheet is selected by default.
When there are records within the Cost Sheet node, the Create option has the following sub-menu options:
- Worksheet (Same as creating the cost sheet from a template or from another project. Selecting any template creates a new worksheet in the project by copying the selected template.)
- from Template (Selecting any template creates a new worksheet in the project by copying the selected template.)
Project Cost Sheet - Template 1 < listing all the available WorkSheet Templates in the Company
Project Cost Sheet - Template 2 < listing all the available WorkSheet Templates in the Company
- from Project (Selecting from project enables you to select a worksheet from another shell of the same type in which the worksheet is being created. This picker is similar to the 'Select Project' picker in 'Create Cost Sheet from Project' window. Similar to 'Select Project' picker in 'Create Cost Sheet from Project' form, when you click at the 'Select Project' picker a flat list of all worksheets from all shells of same type as the one in which the worksheet is being created. You can select 'Create Worksheet (from project) and then navigate to some other log within Unifier without taking any action in the resulting overlay form. In such scenario, when you return to the Cost Sheet log, the previously opened overlay form will continue to show up in the log.
- from Template (Selecting any template creates a new worksheet in the project by copying the selected template.)
- Work Package
When you select to create a new Work Package, you will see a new overlay window (Create Work Package). The 'Owner' picker is similar to a single-select type-ahead user picker at other places in Unifier (For example: Transfer Ownership action within BP logs). The 'Vendor' picker is a single select type-ahead Company picker (similar to the single select user picker). Both pickers provide suggestive text informing you that these are type-ahead boxes.
If you select more than one record from the cost sheet log at the same time, the right-hand pane will be blank with message: Details of multiple records cannot be viewed.
Note: If you select more than one worksheet at the same time, then the right-hand pane displays the Permissions tab.