Cost Sheet Template at Shell Level

Project/shell cost sheets are created by copying from a cost sheet template or from an existing project/shell cost sheet in another project/shell; therefore, when you first set up the cost manager, you must start with at least one cost template that you can use to create a project/shell cost sheet (or cost sheet in a project/shell template).

To access cost sheet templates at the shell level:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click Templates > Shells > Projects > [Shell template].
Expand the Cost Manager node and click Cost Sheet to open the Cost Sheet log.

You can only use this log (Create) to create Worksheet with the following options:

From Template
From Projects

You cannot create a project cost sheet.

Get Data

If the activity data is integrated by way of old Get Data synchronization (by adding P6 project ID in shell details, General tab), the activity data will not roll up from the Activity Sheet to the Cost Sheet columns.

If the activity data is integrated by way of old (or new) Get Data synchronization (by adding P6 project ID in shell details, Integration tab), the activity data will roll up from the Activity Sheet to the Cost Sheet columns.

Related Topics