Managing Cost Templates

You can edit the cost template properties, rows, columns, or add default data to rows.

Note: Your edits to a template will be reflected in cost sheets that are created from it, but will not affect exiting cost sheets.

To access your cost templates

Go to the Company Workspace tab and switch to the Admin mode.
From the left Navigator, click Templates > Cost Sheets to open the Cost Templates log which lists the cost templates.

The Cost Templates log has the following toolbar options:

Create	To enable you to create: Cost Sheet Worksheet
View	To change the view of the cost sheet to the following options: All Group by Type
Delete	To delete a cost template.
Refresh	To refresh the items listed on the page.
Print	To print the list of cost templates with the following options: Print Export To CSV Export To Excel
Find on Page	To search for an item on the page.

The Cost Templates log has the following tabs on the right-hand pane:

Properties tab	To view or edit the fields of your cost template.
Audit Log tab	To review the history of changes that have been incorporated on a selected cost template.