View or edit worksheet properties

Worksheet and worksheet type properties can be viewed and edited. The ability to edit worksheet properties is dependent on your user permission settings. Contact your project or company administrator if you have questions regarding your user permission settings.

To view or edit worksheet properties

When you click on your existing project cost sheet from the Cost Sheet log (<Project/Shell> > Cost Manager node > Cost Sheet sub node), the right-hand pane of the log displays the following tabs:

When you open (gear () menu or double-click) your existing project cost sheet from the Cost Sheet log (<Project/Shell> > Cost Manager node > Cost Sheet sub node), the Cost Sheet window opens and displays the currency, series of toolbar options, and the project cost sheet.

Note: You cannot edit your existing project cost sheet from the Cost Sheet log.

When you click on a worksheet type in the Cost Sheet log (<Project/Shell> > Cost Manager node > Cost Sheet sub node), the right-hand pane of the log displays the following tabs:

These tabs enable you to edit or change the name or description of a worksheet type, view permissions for it, and view a log listing the changes in it.

When you open (gear () menu or double-click) a worksheet type in the Cost Sheet log (<Project/Shell> > Cost Manager node > Cost Sheet sub node), the worksheet overlay window opens which contains details about the worksheet. If you click on any of the cells, under any column in the worksheet, then the Cell Detail window opens which enable you to view the information, add attachments, add notes, and so forth.



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Last Published Monday, April 11, 2022