Cost Accounts Page

Overview

Use this page to add and configure cost accounts.

Screen Elements

Add menu

Add: Creates a category.

Add Child: Creates a subcategory, subordinate to the selected category.

Analyze Data Usage button

Analyzes the usage of the data items listed in the grid.

Actions menu

Analyze Usage Data: Opens the Display Usage Data dialog box.

Delete All Candidates: Deletes the selected enterprise data items permanently.

Expand All button

Enables you to see all of the items in the hierarchical list.

Collapse All button

Enables you to hide subordinate items in the hierarchical list.

Full Screen

Expands the current work area so it fills the entire display.

Print

Prints the current page, table, chart, or item.

Search

Searches the view or dialog box for data matching the criteria entered into the box.

Row Actions menu

Add: Creates a new item.

Add Child: Creates a new item, subordinate to the selected item.

Delete: Removes the selected items permanently.

Cut: Cuts the selected item.

Copy: Copies the selected item.

Paste: Pastes a previously cut or copied item into the selected position.

Move Up: Moves the selected item up within the same level in the hierarchical arrangement.

Move Down: Moves the selected item down within the same level in the hierarchical arrangement.

Move Right: Moves the selected item one level lower in the hierarchical arrangement.

Move Left: Moves the selected item one level higher in the hierarchical arrangement.

ID field

The identifier of the cost account.

Name field

The name you assign to the cost account. Cost accounts are established in a hierarchy.

Description field

The description of each corresponding cost account.

To see the following columns, click Analyze Data Usage.

Project Count field

The number of projects and baselines currently using the corresponding data item. The number reported in this column includes all projects and baselines in which the data item is assigned, regardless of your project access. To see a list of the projects and baselines using the corresponding data item, click the link. The list you see is restricted to those projects to which you have access.

Latest Update field

The most recent date that the corresponding data item was modified.

Latest Assignment Update field

The most recent date that the corresponding data item was assigned.

Latest Summarized Date field

The most recent time that a project or baseline using the corresponding data item was summarized.

Latest Published Date field

The most recent time that a project or baseline using the corresponding data item was published.

Latest Scheduled Date field

The most recent time that a project or baseline using the corresponding data item was scheduled.

Download

Enables you to download the data as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all rows are downloaded.

Tips

By clicking ID, Name, or Description, the fields can be arranged in an ascending, descending, or the standard order of creation for each.
The project count includes assignments to projects, expenses, and assignments.

Getting Here

Click Administration.
On the Administration navigation bar, click Enterprise Data.
On the Enterprise Data page, expand Activities and click Cost Accounts.

To see the following columns, click Analyze Data Usage.

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