Selections Available only in CBS Code Shell Templates

Cost Manager

Cash Flow
Cash flow is the distribution of cost over time - in project management terms, it is the movement of cash into or out of a project measured during a specific time period.
Cost Sheet
The cost sheet provides detailed accounting of the project's budget and costs. You can create one cost sheet per template or shell. See Setting up Cost Sheets. Set up the standard cost sheet template and copy it into the shell template.
Earned Value
The earned value module provides quantitative tracking information about project or shell status using earned value analysis. You can only set User Mode permissions in a template.
Funding
The Funding Manager helps you to keep track of where project funding comes from and how it is being spent. You can create one funding sheet per template or shell. See Setting up the Funding Manager.
Schedule of values (SOV)
The SOV sheet summarizes all cost information related to a particular commitment business process. This is where you define structures for General Spends, Payment Applications, or Summary Payment Applications.

You can define a General Spends SOV structure by copying from an SOV template in the Templates log.

For Payment Application SOV and Summary Payment Application SOV, the structure is copied from the line item grid structure of the Payment Application Business Process. This means that you must first complete the Business Process (BP) setup for the Payment Application BP before you can create the structure. See Setting Up Schedule of Values (SOV).

Rules

You can define shell-level cost or funding rules. See Creating Rules and Rules Templates.

Schedule Manager

Schedule Sheets
A schedule template will be used to create the schedule sheet. Like the cost sheet, once this is created, it cannot be deleted.

Activity Manager

Activity Sheet
WBS Sheet
OBS Sheet
Custom Calendars

See the Activity Manager chapter of the Earned Value Management User Guide to learn more about the functionality of the Activity Manager nodes.

Shell Templates

If the Data Element (DE) "uuu_int_schedule_type" is not included in the attribute form, then:

The template that has the option "Enable P6 sources" selected is not included when you want to create a new Cost Sheet using: New > Cost Sheet > Copy from Template.
The cost sheet that has the option "Enable P6 sources" selected is not included when you want to create a new Cost Sheet by copying a cost sheet from a Shell instance.

If the DE "uuu_int_schedule_type" is included in the attribute form, then:

When you add a Cost Sheet to the template (using a standalone template or by Copy from other Shell instances), you can select a "Tree" structure cost sheet, only.

Notes:

You can select any Cost Sheet irrespective of whether the option "Enable P6 Sources" is selected or not.
After you create a Cost Sheet , the option "Enable P6 Sources" is available for edit.
After you add columns to the Cost Sheet using "P6 Data Sources" you cannot deselect the property.
If you remove the columns using P6 Data Sources, you can deselect the "Enable P6 Sources" option.

The value for the DE "uuu_int_schedule_type" remains blank because the DE is read-only.

Last Published Saturday, July 13, 2024