View or Edit CBS Details

The CBS Detail window displays CBS properties. Notes and files can be attached to transactions via the CBS Detail window. You can also specify CBS Breakdowns in the CBS Detail window, which are used in SOV sheets.

Note: If you have locked the budget, you will need to unlock it first in order to access the Rows window or CBS Detail window.

To view and edit CBS Details

  1. Open the Cost Sheet.
  2. From the cost sheet, click the Manage Rows button to open the Manage Rows window. Modify the values of the editable fields for each row as needed.
  3. Click the CBS Code to be edited, which appears as a link. The right pane opens to display the Breakdown and Audit Log tabs.
  4. Make changes to the Breakdown Tab as necessary.
  5. Click Save.

Last Published Saturday, July 13, 2024