Update Standard Cost Sheet Columns

To update columns in your cost manager sheets, you can push columns from the Cost Sheet Columns log to cost sheets in each shell and shell template.

A cost sheet must exist in the destination shell. Pushing a column from a template will not create a cost sheet that can receive the column.

To add or update cost sheet columns from a template

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Templates > Shells.
  3. Open the shell-type template to update.
  4. In the left Navigator for the selected shell template, navigate to Cost Manager > Cost Sheet, and open the Cost Sheet template.
  5. In the toolbar, click Menu Options > Columns > Manage Columns.

    The Cost Sheet Column window opens.

  6. If applicable, drag and drop the listed columns to the order that you want to use.
  7. Select the column, or columns, that you want to use in the update.
  8. Click Update Shells, and choose one of the following:
    • Shells: You can use this option to select one or more shells to update. When the Update Shells window opens, it lists all shells in the project. You can use Search or Find on Page to isolate the shells you want to update. The find window contains data elements from the Find form that were created in uDesigner. After you have isolated the shells to update, click Update Shell(s) in the toolbar, and select either Selected Shell(s) or All Filtered Shells.
    • All Shells: You can use this option to update all shells of that shell type.
    • History: You can view the update history from past updates or cancel a request before the update begins.

    An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.

  9. If you want to proceed with the update, click Yes; otherwise, click No to cancel.

Last Published Thursday, December 14, 2023