Define Cost Sheet Default View (General Block) at Company Level
The cost sheet default view refers to how the cost sheet appears when it is first opened.
To define the general properties of the template:
Enter values in the following fields:
- Name
Enter a unique name. This field is used to identify the template in the log and when creating a new project or shell cost sheet from the template. When you create a cost sheet from the template, the title will default to Project Cost Sheet and will not be editable.
- CBS Code Label (no more than 32 characters)
Enter the CBS Code title that your company uses. For example, Account Code, Cost Code, or CBS Code.
- CBS Item Label (no more than 32 characters)
Enter the CBS label that your company uses. For example, CBS Item, Cost Item, or Account Description.
The labels determine how the CBS code columns will be labeled, according to your company conventions.
Note: If you will be importing cost sheet data, it is important that the column labels match those in the import files.
To define the cost column labels
- In the cost template Properties tab, go to the General Block.
- Enter new labels for the CBS Code Label and/or CBS Item Label columns.
- Click Save to save changes.
Note: You can also define the forecast (Forecast block) behavior for the sheet as well as enabling P6 as a source (P6 Integration block) in the Options block. You must select Tree as the structure of the new cost sheet template when it is enabled for P6 integration.
Last Published Saturday, July 13, 2024