Cost Column Shell Updating Rules

If a cost sheet column of the same name exists, it will be replaced according to the following matrix.

If this template (source):

Is used for this shell (destination):

The template will:

Single Date Source

Column exists

Update the column

Column does not exist

Create column with the same definition

Logical Data source (Formula entry)

Logical Data source Column Exists (Formula entry)

Update and replace the formula

Logical Data source column exists (Manual entry)

Not update the column or formula

Column does not exist

Create column with same definition

Logical Data source (Manual entry)

Logical Data source Column Exists (Manual entry)

Update the column

Logical Data source Column Exists (Formula entry)

Update the column and change it to manual entry

Column does not exist

Create column with same definition

To add or update cost sheet columns using Update Shells

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click Templates > Shells.
  3. Open the template to update.
  4. In the left Navigator for the shell-type 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 Columns 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 window opens, it lists all shells in the project. You can use Find on Page to isolate the shells you want to update. The find window contains data elements from the Find form that was designed. When you have isolated the shells to update, click the Update button.
    • 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