Create a Commitment Summary Sheet

To create a Commitment Summary sheet:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Templates> Shells > [Shell name] > Cost Manager > Commitment Summary in the left Navigator. The Commitment Summary log opens.
  3. Click the Create Structure button. The Select Template window opens.
  4. Choose a template and click OK.
  5. Click Columns to add columns.
  6. Choose File > Properties to edit the sheet properties.
  7. In the General tab, enter a unique Name and an optional Description.
  8. In the Options tab, enter the following column names: Ref, Cost Code, Code Name, Breakdown, and Description.

    Depending on the design in uDesigner, some columns may not display in the Commitment Summary sheet.

  9. Click OK.

Last Published Monday, August 28, 2023