Add a worksheet column to the cost sheet

You can roll up the data from a worksheet column into a project or shell cost sheet column.

To add a worksheet column to the cost sheet

  1. In the cost sheet, click Columns, then click New. The Column Properties window opens.
  2. In the Datasource column, choose any of the project or shell cost data sources Project Cost 1 through Project Cost 25.
  3. For Entry Method, choose Worksheet.
  4. Choose the worksheet (name), and then the column within the worksheet.
  5. Complete the rest of the Properties window and click OK.

Worksheet data in cost sheet column:

When a worksheet is used as a source for a cost sheet column, you can open the source worksheet by clicking on a cell in the cost sheet column and proceed to make necessary data changes in the worksheet and click Save to save the updated source worksheet.

When you update the source worksheet using this method, the system saves the updated worksheet in the database, but the system does not show the updates in the cost sheet window, immediately.

To see the updates in the cost sheet, you must do one of the following:

Example:

You enter $8,888.00 in the your project Work Sheet Column (Cost 1 column, row 3) for cost code 00800 and save your input.

As per design, the system will save your updates in the project worksheet, but it does not display the updates in the cost sheet until you click Refresh (in the cost sheet) or close the cost sheet and open it again.


Last Published Monday, August 28, 2023