Adding Cost Rows (CBS Codes)

The following procedures are applicable to Cost Templates and Cost Sheets

Each cost sheet row corresponds to the unique CBS (or Cost) codes that link costs on a project or shell to the General Ledger for Finance. They may be added manually or imported from a CSV file.

CBS codes may consist of one or a maximum of 10 segments. Each segment is defined by a different data definition. For example, a five segment CBS Code would require five data definitions. Segments can be defined via a selection list or text entry.

If the cost sheet has been set up to automatically sort CBS codes, then all new rows will be sorted by ascending order.

You cannot create duplicate CBS Codes at the same row level on the sheet. If you choose a Flat structure for your cost sheet (no indented rows), then you will not be allowed to create duplicate CBS Codes. If you choose a Tree structure, you can use the same CBS Code as long as each instance is within a different grouping (or parent) row.

To manually add rows to a cost sheet or cost template

  1. Open the Cost Template or Cost Sheet.
  2. Click the Manage Rows button. The Manage Rows window opens.
  3. Click Add. The CBS Detail window opens.
  4. Click to edit all required fields in the row.
  5. Click Save when finished.

To rearrange rows

  1. Open the Manage Rows window.
  2. Click and drag a row to move it to another position.

Related Topics

About the CBS Detail Window

Create a Summary Row (Classic view)

Import Cost Rows (CBS Codes)


Last Published Saturday, July 13, 2024