Managing Cost Templates

You can edit the cost template properties, rows, columns, or add default data to rows.

Note: Your edits to a template will be reflected in cost sheets that are created from it, but will not affect exiting cost sheets.

To access your cost templates:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click Templates > Cost Sheets to open the Cost Templates log which lists the cost templates.

The Cost Templates log has the following toolbar options:

Option	Description
Create	To let you create: Cost Sheet Worksheet
View	To change the view of the cost sheet to the following options: All Group by Type
Delete	To delete a cost template.
Refresh	To refresh the items listed on the page.
Print	To print the list of cost templates with the following options: Print Export To CSV Export To Excel
Find on Page	To search for an item on the page.

The Cost Templates log has the following tabs on the right pane:

Option	Description
Properties tab	To view or edit the fields of your cost template.
Audit Log tab	To review the history of changes that have been incorporated on a selected cost template.