A cost sheet column may be defined for manual data entry, depending on the column definition:
- Manual, line item content: The data is entered in a line item format, allowing multiple line item entries per cell. The total is displayed in the cell.
- Manual, direct entry: Numeric values are entered directly into the cell.
To add a line item to a project or shell cost sheet
- From the project or shell Cost Sheet window, click the link in the line item cell. The Cell Detail window opens.
- Click the Add button. The Line Item window opens.
- Complete the Line Item window as described in the following table.
- Click OK. The new line item will be added to the Cell Detail window.
In this field | Do this |
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Short Description | This description will appear on the Cell Detail window. |
Long Description | Optional, to provide more information. |
Work Package | Select a work package, if any, with which to associate the line item. |
Spend Category | Select a spend category if this has been set up to be tracked. |
Quantity | Enter a quantity (at least 1) as applicable. |
Unit of Measure | Select the appropriate choice from the list. |
Unit Cost | Enter this manually. |
Amount | Automatically calculated as Quantity X Unit Cost. |
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Delete Line Item | Click this button to delete the line item from the Cell Detail window. |
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Note: For budget-related columns (for example, Assigned Budget), you can enter line item data as long as the undistributed balance is at least as large as the line item amount. The undistributed balance will adjust as line items are added, displaying the budget amount left.
To add a line item cost entry by copying an existing line item
- In the project or shell Cost Sheet window, click the link in the line item cell. The Cell Detail window opens. Any existing line items will be listed in the lower portion of the window.
- Select the line item to copy and click the Copy Line Item button. The Line Item window opens with the original line item entry information filled in.
- You may make changes as necessary for the new entry, or leave as is to make an exact copy of the original line item.
- Click OK. The new line item will be added to the Cell Detail window.