Delete a Cost Template

You can delete a cost template from the Cost Templates log.

Note: The cost sheets in project/shell templates or in projects/shells cannot be deleted. Deleting a template will have no effect on cost sheets created from it.

To delete a 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 cost template from the log.
  4. Click the gear menu ( ) next to the cost template and click Delete.

Last Published Wednesday, June 26, 2024