Cost Sheet Log

When you select a cost sheet row (click a cost sheet row) the right pane opens. The right pane has the following tabs that provide more details on a cost sheet that you have selected:

Properties
Audit Log

The Properties tab contains the following fields:

Name
Cost Sheet Name. Read-only field.
Description
Cost Sheet Description. Read-only field.
Structure
Read-only field. Displays the selected Radio option only. For example, if cost sheet Structure is 'Flat', then this field displays the 'Flat' only (and not 'Tree') structure.
Sort WBS
Editable check box that is displayed only if the structure is 'Flat'.
Segments
Displays a preview of the cost code structure using the segments and cost code separator as defined by the user.
CBS Code Label
Read-only field.
CBS Item Label
Read-only field. This is same as existing field 'CBS Item' within the block 'Labels' and tab 'Options.'
Forecast Details
Read-only. Displays the radio option selected by the user when defining the cost sheet.
Forecast Inclusion
Read-only. Displays the radio option selected by the user when defining the cost sheet.
Enable Cost Sheet Forecasting
Read-only check box. It is displayed only if the user has selected this option.
Enable P6 sources
Editable check box.

The Audit Log tab displays the Audit log (View > Audit Log) for the cost sheet.

The right pane has the 'Expand' icon in the upper-right corner. Use it to expand or collapse the pane.

The left pane lists all the shell instances of the same type (the shell in which cost sheet is being created).

If you create a cost sheet in a project, the list shows a list of all project instances in the company, and you can copy the cost sheet from any source.

The Cost Sheet log layout contains the following columns:

Name
Type
This will be the default sort column, followed by sort on Name
Status
Date Created
Created By
Reference No.
This column does not appear in an empty log or if there are no work packages in the log. That is, this column appears only if there are work packages within the log.

The following options are available on the toolbar:

Create
Actions > Permissions
View
Refresh
Print
Find

The following explains each option in detail.

Create

When no Cost Sheet has been created yet, there are two sub-menu options available:

from Template
Lists all the available Cost Sheet Templates within the company. You can create a Cost Sheet within the project/shell when you click New > Cost Sheet > Copy from Template.
from <shell type>
When you select this option, the Create Cost Sheet from Project window opens. In this window you can:
- See the selected project
- Manually enter columns from a list of available columns
- Determine the shell size, location, and duration
The fields in this window capture the factors that you can copy over manual entry columns from source project/shell cost sheet to destination. The Available Columns displays a list of all manual entry columns from the selected project cost sheet. You can select none or any number of available columns in the right section. The Factors fields let you enter a factor to copy over the manual entry columns into the cost sheet.

When you click Done, a new cost sheet will be created in the project.

Actions > Permissions

Lets you configure the permission settings for a worksheet. For more information, see Assign permissions to the worksheet.

View

The default view is All which results in the display of all sheets in the log. You can select Group by Type view which results in the cost sheets grouped by type, with the cost sheet at the top.

Refresh

Updates the data that is displayed.

Print

Lets you print the list of cost sheets displayed (Print) or export the list to an external file (Export to CSV or Export to Excel).

Notes:

For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).

Find

To find an item on the log. You can do a text-based Find on each column.

When no records have been created within the log, the right pane is blank. You can collapse the right pane.

When there are records within the Cost Sheet node, the Project Cost Sheet is selected by default, and the Create option has the following sub-menu options:

Worksheet: (Same as creating the cost sheet from a template or from another project. Selecting any template creates a worksheet in the project by copying the selected template.)
- from Template: Selecting any template creates a worksheet in the project by copying the selected template.
  Project Cost Sheet - Template 1 < listing all the available Worksheet Templates in the Company
  
  Project Cost Sheet - Template 2 < listing all the available Worksheet Templates in the Company
- from Projects: Selecting this option lets you select a worksheet from another shell of the same type in which the worksheet is being created. This picker is similar to the 'Select Project' picker in 'Create Cost Sheet from Project' window. Similar to 'Select Project' picker in 'Create Cost Sheet from Project' form, when you click at the 'Select Project' picker a flat list of all worksheets from all shells of same type as the one in which the worksheet is being created. You can select 'Create Worksheet (from project) and then navigate to some other log within the system without taking any action in the resulting overlay form. In such a scenario, when you return to the Cost Sheet log, the previously opened overlay form will continue to show up in the log.
Work Package
When you select to create a Work Package, you will see a new overlay window (Create Work Package). The 'Owner' picker is similar to a single-select type-ahead user picker at other places in the system (For example: Transfer Ownership action within BP logs). The 'Vendor' picker is a single select type-ahead Company picker (similar to the single select user picker). Both pickers provide suggestive text informing you that these are type-ahead boxes.

If you select more than one record from the cost sheet log at the same time, the right pane will be blank with message: Details of multiple records cannot be viewed.

Note: If you select more than one worksheet at the same time, the right pane displays the Permissions tab.

Last Published Tuesday, December 17, 2024