Cost Sheet

A cost sheet captures data from data sources such as cost code data values, budget, business processes (by status), and Activity Sheets.

The system dynamically updates the Company Cost Sheet with information from the project/shell cost sheets. See Company Cost Sheet below for more details.

Project/Shell Cost Sheet

The project/shell cost sheet is a detailed accounting of the project/shell budget and costs. A cost sheet works like a spreadsheet within the system to calculate and maintain the project/shell cost information stored in the project/shell. The project/shell cost sheet rows contain unique CBS codes (or cost codes), which can be used to link project/shell costs to the general ledger for finance. Cost information can be entered manually, pulled from work packages or worksheets, or rolled up automatically, into the project/shell cost sheet, from business processes when transactions occur in the system.

Project/Shell Cost Sheet Column Properties

For Base Commits, Change Commits, and Payment Application BPs.

Company Cost Sheet

A Company Cost Sheet pulls cost information from across all the CBS projects/shells that exist in a Unifier Essentials instance.

Note: There is only one Company Cost Sheet.

The company administrator can create a company level cost sheet (the Company Cost Sheet) to display the cost data across all the projects/shells.

Projects/shells included in the Company Cost Sheet are added by default as the project/shell-level cost sheets are created.

Note: Only the Active and the On-hold projects/shells must be rolled up to the Company Cost Sheet.

Company Cost Sheet Columns Properties

Data rolls up to the Company Cost Sheet columns from the individual project/shell cost sheets columns, by data source.

The Company Cost Sheet columns headings provide the following information, upon hover over:

For details about Company Cost Sheet, see Working with the Company Cost Sheet.

In This Section

Types of Cost Sheet Data Entry

Adding a New Cost Sheet

Working with Shell Cost Sheets

Working with the Company Cost Sheet



Last Published Monday, April 14, 2025