Cost Sheet

You can roll up all the units (Planned, Actual, Remaining, and At Completion) and costs (Planned, Actual, Remaining, and At Completion) from manual activity sheets, both at the resource and activity level, into the cost sheet by using logical sources.

In the column properties, when you select From Activity Sheet as type, the Sheet Name drop-down field displays all of the active manual activity sheets, and you can select columns (Planned Units, Actual Units, Planned Cost, and so on) at the activity and resource level.

The following columns are displayed when you select the manual activity sheet:

Activity

Resource

If the selected activity sheet becomes inactive, then the new data will not be rolled up to the Cost Sheet.

The system changes the value of the current Sheet Name from Activity Sheet 1 to System Activity Sheet at both Activity and Resource level.

All of the existing columns that are available from the System Activity Sheet are displayed for other manual activity sheets that you have selected.

You can pull data from all costs and units and all other custom defined decimal and currency fields from the manual activity sheets.

The cost sheet template (company and shell levels) remains as it is, except that the label will change.



Last Published Sunday, July 20, 2025