Create a Cost Sheet Template at Company Level

The following procedure describes how to create a cost sheet template at the Company level, from the Company Workspace tab.

To create the cost sheet template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Templates > Cost Sheets to open the Cost Templates log.
  3. Click Create and select Cost Sheet. to open the Create Cost Sheet Template window.
  4. Enter the needed information in the fields under the following blocks:
    • General block

      Defines general properties of the template:

      • Enter a unique Name, which is used to identify the template in the log and when creating a project/shell cost sheet from the template. When you create a cost sheet from the template, the title will default to Project Cost Sheet and will not be editable.
      • Enter the CBS Code title that your company uses. For example, Account Code, Cost Code, or CBS Code.
      • Enter the CBS label that your company uses. For example, CBS Item, Cost Item, or Account Description.

      You can select a Default View for the template. This can be edited in the Project Cost Sheet. For details, see Define Cost Sheet Default View (General tab).

    • Structure block

      Defines the structure of the CBS Codes (or Cost Codes) for use within the cost sheet. This remains editable in cost templates, but after it is set in a project/shell cost sheet, it cannot be changed as this tab defines the CBS Code structure for the project/shell.

    • Options block

      Defines labels for the two default columns, and details on forecast handling. For details, see Define Cost Sheet Options at Shell Level.

  5. Click Save.

The cost template that you create appears in the Cost Templates log. After creating the cost sheet template, you must open the sheet to add columns and rows.

To open the cost sheet template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Templates > Cost Sheets to open the Cost Templates log.
  3. Select a template and open it either by double-clicking it, or by way of the gear menu ( ).

Last Published Wednesday, June 26, 2024