Cost Sheets
Project/Shell cost sheet: The project/shell cost sheet is a detailed accounting of the project/shell's budget and costs. It works much like a spreadsheet within the system that calculates and maintains the project/shell cost information stored in the project/shell. The project/shell cost sheet rows contain unique CBS codes (or cost codes), which can be used to link project/shell costs to the general ledger for finance. Cost information can be entered manually, pulled from work packages or worksheets, or rolled up automatically from business processes when transactions occur.
Company cost sheet: The company administrator can create a company-level cost sheet to display cost data across projects/shells. Projects/shells on the company cost sheet are added by default as project/shell-level cost sheets are created. Only active and on-hold projects/shells should be rolled up to a company-level cost sheet. Projects/shells are listed in order by project/shell number in an ascending order. Data rolls up to the company cost sheet columns from individual project/shell cost sheet columns by data source.
Work packages: In addition to a project/shell cost sheet, multiple work packages may also be defined. A work package is a group of cost sheet rows that is a subset of the project/shell cost sheet. Work packages provide insight into the budget without providing full access to the details of the project/shell cost sheet.
Worksheets: Cost worksheets can be created to support the project/shell cost sheet. They can be used as sub-cost sheets, enabling specific calculations or data entry in a separate sheet, which can then be rolled up into a defined project/shell cost sheet column. For example, a worksheet can be used to offload complex calculations, which can be rolled up into a single cost sheet column. Worksheets support manual data entry and formulas. Business processes do not roll up to worksheets. Permissions can be controlled for individual worksheets. Worksheets are not independently reportable; however, cost sheet columns that reference worksheets can be reported on.
Last Published Wednesday, June 26, 2024