Edit Cost Templates Log Columns

You can edit the properties of a column, including the entry method, if this is applicable for the selected data source.

Note: Although it is possible to change the entry method for a column, use caution when doing so when data exists in the column. Information such as detailed line item entries could be lost. For example, if you change the data entry method from line item entry to direct entry, the value will appear in the cell, but all line item details will be lost.

To edit Cost Templates log columns:

  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. Right-click a (any) column heading, and you can:
    • Sort Ascending
    • Sort Descending
    • Columns (Name, Date Created, Created By, Type)
    • Lock after this Column
  4. Select a cost template from the log.
  5. Click the gear menu ( ) next to the cost template and click Open. The Cost Sheet <name> window opens. See the table below for the Cost Sheet <name> window elements.

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.


Last Published Wednesday, June 26, 2024