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Define Cost Code Structure (Structure Block) at Company Level

You can define the structure of the cost codes used in the sheet, in the Structure block. The cost codes that are built from this structure are used throughout the project/shell, for example, in cost type business processes for cost transactions.

For an existing template, you can edit the cost template properties, rows, and columns, in the Structure block. You can also add default data to direct entry cells which can be copied to cost sheets created from the template. The following procedure describes how to edit a cost sheet template from the Company Workspace tab.

This structure remains editable in cost templates, which lets you make adjustments to the structure as needed. In project/shell cost sheets, after the structure has been defined, it cannot be edited.

The Structure block has the following elements:

• Structure

  This defines the structure of the CBS Code rows and how they will appear on the cost template and sheets. Choose Flat (no indenting of rows) or Tree (allows indented, nested rows, and summary).

  • Flat

    If you choose Flat, the cost sheet will display the CBS codes (rows) in a flat structure, with no indented rows. This is useful if you want to display all CBS codes at once.

  • Tree

    If you choose Tree, you have the option of creating indented, nested rows, which can be collapsed into summary, or grouping, rows. This is useful if you will be creating a large number of rows that can be grouped into categories.

  • Sort CBS

    If you select the Sort CBS check box, the rows will be sorted in ascending order by CBS Code automatically when new cost codes are added (flat structure only).

  The summary rows act only as grouping rows for their indented child, or leaf, rows. Data cannot be entered directly into a summary row.

• Segment Preview
  • Segment 1
  • ...
  • Segment 10

  Determine how many segments to use for cost codes. For example, your company may have a three-segment CBS code based on numerical values. You may have as little as one segment (each cost code is a single entity), or as many as 10. For Segment 1, click the drop-down (pull-down) menu and choose the first segment.

  The available segments correspond to the list of Cost Code Data Definitions found in Admin mode in Company Workspace > Data Structure Setup > Data Definitions > Cost Codes.

  This is where you build the CBS codes (or "account" codes) that will be used for the cost sheet rows. CBS codes may consist of one or multiple (up to 10) segments. Each segment consists of a separate cost code data definition, as defined in Admin mode > Your Company > Data Definitions > Cost Codes. You must define at least one segment.

  Select one or more segments, up to 10, in the order (left to right) you want them to appear in the Cost Sheet rows.

  Repeat the previous step for each additional segment you want to add.

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Last Published Wednesday, June 26, 2024