Managing Cost Templates
You can edit the cost template properties, rows, columns, or add default data to rows.
Note: Your edits to a template will be reflected in cost sheets that are created from it, but will not affect exiting cost sheets.
To access your cost templates
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click Templates > Cost Sheets to open the Cost Templates log which lists the cost templates.
The Cost Templates log has the following toolbar options:
Create | To let you create:
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View | To change the view of the cost sheet to the following options:
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Delete | To delete a cost template. |
Refresh | To refresh the items listed on the page. |
To print the list of cost templates with the following options:
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Find on Page | To search for an item on the page. |
The Cost Templates log has the following tabs on the right pane:
Properties tab | To view or edit the fields of your cost template. |
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Audit Log tab | To review the history of changes that have been incorporated on a selected cost template. |
Related Topics
View or Edit Cost Template Properties
Edit Cost Templates Log Columns
Move a Column (Project Cost Sheet)
Delete a Column (Project Cost Sheet)
Hide Cost Sheet Columns (Project Cost Sheet)
Last Published Thursday, December 14, 2023