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Adding a Column to Company Cost Sheet

The Project Number and Project Name columns in the Company Cost Sheet are static. This means that you cannot delete or hide these columns. Also, you cannot add columns to the static columns or see or access their properties. These two columns are separated from the rest of the columns through a vertical separator.

The rest of the columns in the Company Cost Sheet are dynamic. This means that you can delete or hide these columns. Also, you can add columns to the dynamic columns or see or access their properties. To access these options, right-click on the column heading and select from the following available options:

• Hide
• Delete
• Lock after this Column
• Insert
• Properties

With the exception of the very first column (one of the static columns), if you click inside a cell and right click, you get the Insert Column Before and Insert Column After options. The second column (Project Name) allows you to Insert Column After, only.

To add a column to the Company Cost Sheet:

Note: The red asterisk next to a field box indicates that the field is a required field. You will not be able to save your changes without entering a value in that field.

1. From the toolbar, click the Add Column icon to open the New Column window.
2. Enter values, or select options, in the following fields:

• Name

  (Required) Enter the name of the new column that you want to add to the existing Company Cost Sheet.

• Type

  (Required) Select the source type. Your options are:

  • From Business Process
  • Direct Entry
  • Line Item Content
  • Formula

    (Required) When you select this option the Formula field box opens in the New Column window to enable you to enter the formula.

    To create or build a formula, click the Select icon (top right-corner of the Formula field box) to open the Formula Creation window. In this window, you can select the column that you want to contain the formula and use the features to create or build your formula.

• Datasource

  (Required) Select your data source.

  Note: The options made available in Datasource drop-down list changes based on the selection that you make in the Type drop-down list.

• Data Format

  Selecting one of options under this field depends on your previous selections. The option for Data Format are:

  1. Currency
  2. Decimal
• Display Mode

  Enables you to determine whether to display the column, after you add it to the sheet, or not.

  1. Show
  2. Hide
• Total

  Enables you to set how the totals are displayed. The options are:

  1. Blank
  2. Sum of All Rows
• Column Position After

  Enables you to determine the position of the added column.

1. When finished, you can do one of the of the following:
   1. Click Save to save your changes and close the window.
   2. Click Save & Add New to save your changes and begin the process of adding a new ...

   To discard changes, or to close window, click Cancel.

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Last Published Monday, August 28, 2023