Creating a Project or Shell Cost Sheet

The Cost Sheet is created by copying from a cost template or another project or shell cost sheet. Only one project or shell cost sheet may be defined per project or shell. You may define multiple work packages or work sheets.

If a worksheet is associated with the cost sheet or template (that is, if a cost sheet column definition refers to Worksheet as Data Entry method), the worksheet will also be copied.

Note: After a cost sheet has been created, it cannot be deleted. Be sure the structure (tree or flat) of the template is what you want to use for the cost sheet. The structure is not editable for cost sheets. You can add, modify or delete columns and rows to the sheet as necessary.

To create a cost sheet by copying a template

Go to your Company Workspace tab (Admin mode).
Click the Templates grouping node to expand it.
Under the Shells grouping node, click the Projects grouping node to expand it.
Open the project template.
Click Cost Manager grouping node to expand it, and select the Cost Sheet functional node.
Click Create, click Worksheet, and select From Template. This option will allow the user to create a Cost Sheet by copying one from a company level template.
Select a template and click Save.

To create a cost sheet by copying from another project or shell

Go to your Company Workspace tab (Admin mode).
Click the Templates grouping node to expand it.
Under the Shells grouping node, click the Projects grouping node to expand it.
Open the project template.
Click Cost Manager grouping node to expand it, and select the Cost Sheet functional node.
Click Create, click Worksheet, and select From Project. This option will allow the user to create a Cost Sheet by copying one from another project or shell.
Select a worksheet and click Save.

To create a cost sheet by copying a template

To create a cost sheet by copying from another project or shell

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