The values displayed in a cost sheet cell may reflect information from multiple line items, business process transactions, or results of a calculation from other cells. The following procedures discuss how to view the details about an entry in a cost sheet cell.
To open the Cell Detail window
In the project or shell Cost Sheet dialog, click the link of the cost code. The Cell Detail tab in the right pane displays the contents of the cost attribute form.
Note: If the data elements in the Cost Attribute form have tooltips, then they will appear in the form of a questions mark (?) symbol. You can hover over the question mark (?) symbol to see more information.
To view manual line item entry details
From the Cell Detail window, double-click a listed line item. The Line Item window opens.
To view business process transaction details
- From the Cell Detail window, double-click a listed line item. A copy of the business process transaction opens. In here, you can view or take action on the BP transaction.
- Double-click a BP line item. The BP’s Line Item window opens.
To view formula cell details
- In the Cell Detail window, if line items from manual entry columns or BP transaction columns are included in the calculation, they will be listed in the lower portion of the window, with the calculated value for each line item.
Note: In the Forecasts and Forecasts (Unaccepted) columns, if data sources are from a business process enabled for costs sheet forecasting, the Cell Detail window contains an Include in Forecast button.
- Click a listed line item. If the line item is a BP transaction, the BP form opens. If the line item is a manual entry, the Line Item window opens.
- To view the formula used for the column, click the Formula link.
To view budget cell details
The Cell Detail window displays as line items information generated from the budget, as applicable. Typical budget columns include assigned budget. The undistributed balance amount will be displayed as a line item. You may add line items if the undistributed balance is at least as large as the line item amount.
This item | Does this |
|---|---|
Attach | Allows you to attach files to the cell from your local machine (My Computer) or from the Document Manager (Primavera Unifier Folder). You can view existing file attachments by clicking the Attachments link in the upper portion of the window. |
Add Notes | Click to add a note to the cell. You can view existing notes by clicking the Notes link in the upper portion of the window. |
Add | Click to add a line item (transaction) to the cost sheet (applicable for manual transaction columns). |
Remove | Allows you to remove a selected line item. |
Copy | Adds a line item by copying an existing one. |
View Menu > Audit Log | Opens the Audit Log for the cell. |
To open a workflow BP record from cost sheet
For a workflow BP, you can:
- Accept task, if the BP record is not in the end-step
- Modify the BP record and route it to the next step. The cost sheet will be refreshed if the record is routed to next step. If you edit the BP record and save it, then Unifier saves a draft.
To open a non-workflow BP record from cost sheet
You can open and take action on a non-workflow BP record if you have Edit permission. If the BP record is in non-edit mode, then the Edit option is available.
If you do not have Edit permission, then you can view the BP record, only.
If you do not have View permission, then Unifier will display the message, "You do not have permission to view record."
To open a BP record from cost sheet (Record Editors or Step Editors)
When the BP record editor, or step editor, opens the BP record from cost sheet, then editor can edit the BP record if the BP record is in accepted state, and the editor has View permissions to view the BP record.
Upon opening the record, the editor will see the Save option, only. The editor can edit the BP record but cannot route the BP record to the next step, or submit the BP record.