Working with a Generic Cost Manager

A "Generic Cost Manager" captures cost-related activities for a configurable shell. These include costs like:

With this manager, you can capture and view cost transaction information based on a timescale, such as monthly, quarterly or yearly. Each configurable shell can have one Generic Cost Manager.

Most of the functionality for the Generic Cost Manager is the same as that for the standard Cost Manager. Rather than re-document all of the cost management sheet functionality that is common between the Generic Cost Manager and the standard Cost Manager, this section documents the differences between the managers, and tell you how to use that functionality in context of the task you will be performing.

Note: The names of the Generic Cost Manager, the various shells and sub-shells, and the generic cost sheet you will work with are determined by the names defined in uDesigner. For documentation purposes, in these instructions, this manager is referred to as the Generic Cost Manager.

The Generic Cost Manager:

The following procedures discuss how to access and work with generic cost sheets. The generic cost sheet is created from a template. See Working with Configurable Manager Sheets (Standard View) for additional details.

See Also

Unifier Cost Manager

Accounts Sheet

Cost Sheets

Funding

Cash Flow Module and Cash Flow Curves

Earned Value (EV) Module

Schedule of Values (SOV)

Generic Cost Manager

Cost Manager (Standard)

Rules and Rule Exceptions

Using Cost Manager

About Cost Sheets

Working with Project or Shell Cost Sheets

Working with the Company Cost Sheet

Working with the Program Cost Sheet

Working with Company Accounts Sheets

About Funding

About Cash Flow

About Cash Flow Curves

Cash Flow Curves Types

Cash Flow Log Window (Standard View)

Cash Flow Project Overview (Standard View)

Granting Cash Flow User Mode Permissions

About Portfolio Manager Budget Curves

Financial Period in Cost Manager

Creating Cash Flow Curves (Classic View)

Creating Cash Flow Curves (Standard View)

Auto-create a Cash Flow Curve from a Base Commit Record

Create a Cash Flow Curve from a Schedule Sheet

Create a Cash Flow Curve from a Template

Copy Cash flow curves and curve data

Cash Flow Curves in Cost Controls Base Product

About Cash Flow Worksheets

Program-Level and Company-Level Cash Flow

Earned Value (EV)

About Schedule of Values (SOV)

P6, Cost Manager, and Cash Flow

In This Section

Data Sources for Generic Cost Sheets

Opening Generic Cost Sheet

Opening Generic Cost Sheet (Classic View)

Opening Generic Cost Sheet (Structure)

Viewing Data for Shells and Sub-shells in Generic Cost Sheet

Viewing Data for Shells and Sub-shells in Generic Cost Sheet (Classic View)

Change the timescale on a generic cost sheet

Modify shell and base exchange rates for manual data entry

Export and import Generic Cost Sheet data

Import Generic Cost Sheet data

Working with Generic Cost Business Processes



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Last Published Monday, April 11, 2022