Project or Shell Cost Sheet Columns
There are two sets of columns in a project or shell cost sheet:
- Cost code and code name columns
- Other columns
In the first column, Cost Code, you can click inside a cell, then right-click, and do one of the following:
- Add Sibling Row
This selection will open the Add Rows window which enables you to enter CBS details for the sibling row.
- Add Child Row
- This selection will open the Add Rows window which enables you to enter CBS details for the child row.
In the second column, Cost Name, you can click inside a cell, then right-click, and do one of the following:
- Add Sibling Row
- Add Child Row
- Insert Column After
This selection will open the New Column window which enables you to name the new column, select the source type (form BP, worksheet, activity sheet, line item, etc.), select a data source, data format, display mode, total, and determine the column position.
If you right click in a cell within other columns, then you can:
- Add Sibling Row
- Add Child Row
- Insert Column Before
- Insert Column After
Project or Shell Cost Sheet Columns and Properties Tabs
If you click inside a cell under the Cost Code column, then the following properties tabs will be displayed at the lower section of the project or shell cost sheet window:
- General tab
The General tab will display the CBS details, Cost Code, Cost Item, Cost Type, Status, and other information related to the selected Cost Code. The information on the General tab is read-only.
- Attachments tab
The Attachments tab will include attachments, if available.
- Notes tab
The Notes tab will include any related notes, if available.
- Fund Assignment Order tab
The Fund Assignment Order tab will include information if the Funding Manager is used to set the project or shell fund assignment order at the CBS level.
If you click inside a cell under the other columns, then the following properties tabs will be displayed at the lower section of the project or shell cost sheet window:
- Transactions tab
Which, depending on the column that you select, you can group and view the details. For example, if you select a cost code cell under the column named Original Budget, you can view th Transactions by selecting the Budget Approval (Approved), for the View By drop-down field, and see the details for that transaction such as the title, work package, description, and amount.
- Cell Details tab
As the name of the tab suggests this tab provides read-only fields containing details about the CBs code that you have selected.
- Attachments tab
To access any attached files related to the cost code.
- Notes tab
To access any notes related to the cost code.
- Audit Log tab
To see a record of all of the actions that have been taken on the column that the selected cost code is a part of.
Last Published Monday, August 28, 2023