Cost Sheet Views

In addition to opening and viewing a cost sheet within a project or shell, you can create your own views with filters, groupings, and so on, to modify the default view of the cost sheet. You can view values from data sources such as activity sheets, as well as cost activities from the Cost Attribute form. When you create a view, you can select columns from the cost sheet as well Data Elements (DEs) from the Cost Attribute form. For example, you can view information for specific CBS Codes and then group them by their Status of Active and Inactive.

Notes:

Upon navigating to the Cost Sheet node, a Views option is available after the Add Column option. This is similar to how views are seen in Business Process logs in the Standard interface. You can also add multiple filters to a view, and you can use the same data element multiple times. When adding multiple filters, you can use operators to specify that the view must match all listed filters or that it can match one or more of the listed filters.

When the cost sheet is created from the source template, the sheet has only one view. This view is the Default view, which is selected from the View drop-down list. You can also select the Create New View option to create new views or the Manage Views option to manage (Rearrange or Delete) existing views from the View list.

Similar to BP logs in the Standard interface, the View drop-down list within the cost sheet log is followed by the Edit View option.

Creating New Cost Sheet Views

When you choose Create New View, a New View window is displayed. A Save View As text box with New View as the default value can be seen at the top of the window. Validations are performed to ensure that the view has been given a unique name.

The Save View As text box is followed by the Cancel and Save options. If you choose Cancel, creation of the new view is canceled and you are brought to the previous view in the cost sheet. If you choose Save, the new view is saved and loaded into the cost sheet.

There are four tabs below the Save View As text box, including: Columns, Filters, Group By, and Sort By.

Columns Tab in the New View Window

The sections under the Columns tab are: Available Columns, Selected Columns, Left Lock after Column, and Right Lock after Column.

In addition to the previous sections, there are three options located after the Selected Columns section: Group Management, Group Selected Columns, and Delete Group.

For a new view, the Available Columns section displays a list of all the columns from the Default view. The Cost Code and Cost Name columns are not available in the list because they are part of all views by default. The columns that you have view restrictions for are also not available in the list.

The Cost columns listed under Available Column are grouped as CBS Attributes and Sheet Columns.

The CBS Attributes block items are sorted alphabetically.

In the case of a new view, the list in the Selected Columns section contains the Cost Code and Cost Name columns. You can select one or more columns from the Available Columns list and move those columns to the Selected Columns list.

Note: If you select Save without choosing a column from the Available Columns list, a view with Cost Code and Cost Name columns is created.

When you select multiple columns in the Selected Columns list and then select the Group Selected Columns option, you are prompted to enter a name for the new column group. The maximum character limit for a group name is 255 characters.

You can click on two or more selected columns and group them under a new name, or create a column group first and then add columns to it.

The groups:

You cannot create a group just once, and then use it within multiple views.

Upon choosing the Group Management option, a new window that shows the created groups as tabs is displayed. You can update the Group Title for each group, but know that the Group Title is a mandatory field. Along with the lists of Available Columns and Selected Columns in the Group, there are also two checkboxes. You can select the Show last column when group collapsed checkbox as well as the Collapse group by default checkbox.

The Available Columns list displays the columns that exist in the default view of the cost sheet. One or more columns can be selected from the Available Columns list and moved to the Selected Columns in the Group list. Columns that are part of another group are italicized. Each group must contain at least one column, as empty groups are not retained. You can re-order the columns in a group by selecting any of the arrow options.

After you create a group, the group is displayed in the Selected Columns section of the previous window with a Column Tree icon and the group name. This group name contains a hyperlink that takes you to the Group Management window and selects the previously selected column.

All changes are saved upon selecting the Save option.

If you choose a column in the Left Lock after column drop-down list, the list for Right Lock after column displays the remaining columns and, if applicable, any groups that you created, from the Selected Columns list. For example, if there are 20 columns in the Selected Columns list and you choose column 4 in Left Lock after column, then Right Lock after column displays columns 4-19. Another scenario is if you select column 19 in Left Lock after column, then Right Lock after column displays column 19.

The Left Lock after column drop-down list initially displays every column from the Selected Columns list, except for the last column and any groups that you created. None is selected in the drop-down list by default. When None is the value in the drop-down list, it means that no column has been chosen to be locked from the left side of the sheet.

For the Right lock after column drop-down list, None is selected by default. When None is the value in the drop-down list, it means that a right lock column has not been chosen for the view. The remaining values in the drop-down list consist of a dynamic list that gets populated based on the value chosen in the Left Lock after column drop-down list.

Filters Tab in the Create New Views Window

For both Tree and Flat Structure cost sheets, there are three sections in the Data Element drop-down list on the Filters tab: Cost Code segments, CBS Attributes, and Sheet Columns. The Cost Code segments section displays each cost code segment as an attribute that can be used to apply filters to the cost sheet. The CBS Attributes section displays all “uuu” data elements (DEs), including hidden blocks but excluding Data Picker DEs and Multi Select DEs, defined for the cost breakdown structure (CBS) Attributes form in uDesigner. The Sheet Columns section displays all columns from the cost sheet in order.

Picker DEs and multiple-select input fields cannot be added as filters (Filters tab).

The system only applies filters to leaf-level codes within the cost sheet. The summary cost codes do not show up in the filter results.

To create a filter:

  1. Click the Add Filter button.
  2. Do the following:
    1. Choose a Data Element.
    2. Choose a Condition: This drop-down displays a list of conditions. This list is based on the type of data element selected.
    3. Choose a Value: Depending on the type of data element, choose a value that the query condition must meet.
      • Data Element: Lists the data elements on the fund attribute form.
      • Constant Value: You can enter a full or partial entry of the value to filter by. This is similar to entering search criteria.

        Note: The default value for an integer drop-down list is 0. Therefore, the integer list can be used as a CBS attribute DE and defined as a filter with the criteria is not empty, which will result in the display of data with the default value.

  3. To add additional filters, click Add Filter again, and repeat the preceding steps.

    You can use the same data element multiple times.

  4. If you are using multiple filters, click the applicable operator that should apply to the set:
    • And: To specify that the view must match all listed filters, select And.
    • Or: To specify that the view should match any of the listed filters, select Or.

Group By in the New View Window

Use the Group By tab to group rows in the Cost Sheet. The drop-down field in the Group By tab contains a list of columns that the user can see in the Cost Sheet, such as the cost code and cost item, as well as items from the Cost Attribute form.

Sort By in the New View Window

In the Sort By tab, all the columns from the default cost sheet are available, as well as items from the Cost Attribute form.

Managing Cost Sheet Views

Similar to BP logs in the Standard interface, the Default view and all the manually created views are available in the Manage Views window. This window has the same features as other logs, which also have the Views feature within them.

Editing Cost Sheet Views

In the Edit View window, you can update the name of the view or use it to create a view with a different name. (You cannot change the name of the Default view; however, you can use it to create a view with a different name.) The view name is followed by the options available for canceling the edit action, saving changes, and saving the view with a new name, or Cancel, Save, and Save As. When you select Save As, a small overlay form is displayed where you can save the view with a new name.

You can also update the settings defined on the Columns, Filters, Group By, and Sort By tabs as described earlier.

Functionality within Cost Sheet Views

In the Default view, you can perform any of the actions listed below:

When you perform any of the above actions, the prefix of the view name becomes Modified. The Edit View option is disabled. Therefore, you cannot save the Modified view.

The remaining gear menu ( ) for the rows and columns remain as they are in the Standard interface of the cost sheet. All of the toolbar options remain as they are in the Standard interface of the cost sheet. You must save any modifications that were made to the Default view without changing the view name to Modified.

In a manually created view, you cannot perform any of the actions listed below:

When you select a value in any of the cost sheet cells, the General tab in the right pane is displayed as read-only.

You can drag and drop columns to any place on the cost sheet. When this action is performed, the prefix of the view name becomes Modified. However, in the case of a manually created view, you can select Edit View and ultimately choose Cancel, Save, or Save As after making modifications in the Columns, Filters, Group By, or Sort By tabs.

After the View drop-down, there are many available options from the Standard interface of the cost sheet, including: Refresh, Print, Find on Page, Expand/Collapse, Menu Options—Row Coloring, and Currency. If you make changes to the Row Coloring or the Currency of the cost sheet, these changes are not saved to the view.

The Group By options that are within the view definition are visible as a grouping section with the appropriate rows grouped in it. Each group, along with its appropriate rows, displays an additional column that shows the group's name before the Cost Code column. There is no column header for this grouping column.

When a Group By option applies to the view, the group's summary row displays the summary value that is based on the Total option in the column's properties.

A special case for creating views is the addition of a few columns. After creating a view, your administrator can take away your permissions to the columns that you added. When you try to open the view, those columns are no longer visible. The Edit View window does not show the columns in the Selected Columns section nor the Available Columns section.

Menu Options in Worksheet

A typical Cost Sheet log (<Project or Shell> > Cost Manager node > Cost Sheet sub-node) has the following types of sheets when you switch the view of the log from default to another type of view (View > Group by Type):

In the Group by Type view, the records are grouped under each category.

When you open the project cost sheet (Cost Sheet), when it is locked, you can use the Menu Options (the three horizontal line drop-down icon) to perform the following actions for the project cost sheet:

The Menu Options (the three horizontal line drop-down icon) and sub-menu options are not available for work package (Work Package) records.

When you open a worksheet (Worksheet), you can use the Menu Options (the three horizontal line drop-down icon) to perform the following actions for the worksheet:


Last Published Monday, August 28, 2023