View or Edit Cost Template Properties
The Properties tab of a cost template is fully editable. This lets you make changes as necessary to use when creating subsequent cost sheets from the template.
Notes:
- Many of the properties that are editable in cost templates are not editable in the Properties tab of the cost sheet itself, after it has been created in the project/shell or in a project/shell template.
- Any edits that you make to a cost template will affect new project/shell cost sheets created from the template, and the existing cost sheets will not be affected.
To view or edit cost template properties:
- 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.
- Select a cost template from the log. The Properties tab is displayed on the right pane. The Properties tab has the following blocks with fields that let you enter values, when permitted:
- General
- Name
- Description
- CBS Code Label
- CBS Item Label
- Structure
- Flat
- Tree
- Sort CBS
- Segment Preview
- Options
- Forecast Details: User Line Items - Transactions
- Forecast Inclusion: Manual - Auto
- Enable Cost Sheet Forecasting
- Enable P6 source
- General
- In the Properties tab, you can make edits as necessary.
Note: Any edits that you make to a cost template will affect new project/shell cost sheets created from the template, and the existing cost sheets will not be affected.
- When finished, click Save to save your changes. Click Cancel to discard your changes.
Last Published Wednesday, June 26, 2024