Cost Sheet Sub-node (Standard View)

When you click the Cost Sheet sub-node (Project or Shell > User mode > Cost Manager), the Cost Sheet log opens. This log displays the cost sheets, worksheets, and work packages (where available) within the project or shell. The log has the following elements:

The Cost Sheet log toolbar options:

Create

Lets you create a:

  • Worksheet
    • From Template
    • From Projects
  • Work Package

Actions

Lets you set the permissions (Permissions).

View

Lets you set the view of the log by showing all sheets or group the sheets by type, through selecting one of these options, respectively:

  • All
  • Group by Type

Refresh

Lets you update the information of the items listed on the log.

Print

Lets you:

  • Print
  • Export To CSV
  • 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 on Page

Lets you find items on the displayed page. When you click this option, the system inserts a row that lets you enter filter parameters.

The Cost Sheet log grid column headings:

The Cost Sheet log tabs (right pane), when you select a worksheet:

The Cost Sheet log tabs (right pane), when you select a work package:

To open a sheet, you can double-click the sheet or click the gear menu ( ) and select Open. After you open a cost sheet, the Cost Sheet overlay opens. The following explains the elements of the Cost Sheet overlay.


Last Published Sunday, July 20, 2025