Cost Sheet Columns

To update the destination shell templates with Cost Sheet Columns setup:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Templates > Shells > Projects.
  3. In the Projects Templates log, select and open a project.
  4. In the left Navigator for the project, click Cost Manager > Cost Sheet, and open the Project Cost Sheet.
  5. In the toolbar, click Menu Options > Columns > Manage Columns.

    The Cost Sheet Columns window opens.

  6. If applicable, drag and drop the list 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 Shell Templates, and choose one of the following:
    • Shell Templates
    • All Other Shell Templates
    • History

The following explores each option in detail.

Shell Templates

If you select this option, the Update Shell Templates window opens that displays a list of projects that you can select. You can use Search or Find on Page to isolate the shells you want to update. The projects are listed in the Projects log, and the details of each project are displayed in columns:

Select from the projects that you want to update and from the toolbar click Update. When the Confirmation window opens, review the message that is displayed in the Confirmation window.

Update Shell Templates with Cost Sheet Column

- Cost Sheet column will be added or replaced

- Restrictions will be added or updated

- Users and Groups will be added if they do not exist

This will update selected shell templates and cannot be reverted. Do you want to continue?

Click Yes, if you want to update the selected shell templates, or click No, to cancel your update.

If you click Yes, the push job gets initiated, and the History log will show the job details.

The Cost Sheet Columns setup will be added or replaced in the destination shell templates.

All Other Shell Templates

If you select this option, a Confirmation window opens with the following message:

Update Shell Templates with Cost Sheet Column

- Cost Sheet column will be added or replaced

- Restrictions will be added or updated

- Users and Groups will be added if they do not exist

This will update all shell templates and cannot be reverted. Do you want to continue?

Click Yes, if you want to update all the shell templates, or click No, to cancel your update.

History

If you click the History menu item, the Shell Template History window opens. This window shows the details of the submitted update requests. This window has the following columns:

The History log provides details of each job by showing the actions performed as a part of Cost Sheet Columns push to the destination shell templates.

In the case where in certain shell templates the job is not successful, the history details lists the shell templates where the update has failed and displays the reason for the failure.

You can select an item in the list and click Open, from the toolbar, to see the details about that item.

You have the option to click the Cancel Request option, from the toolbar, if the request is not in progress or has not been completed.

In the History log, if the destination shell template does not have a Cost Sheet defined, the following message will be displayed in history log: "Cost Sheet is not defined."


Last Published Thursday, December 14, 2023