Cost Sheet Columns at Company Level
Cost columns specify the data sources (business process transactions, formulas, values entered manually, and so on) that will be displayed on the cost sheet. Default columns are the CBS Code and CBS Item. Cost columns can be added to cost templates, to project/shell-level and company-level cost sheets, and to worksheets.
These procedures apply to adding columns to a Cost Sheet, a Cost Sheet template, or a Worksheet template at the following levels:
- Project or Shell
- Company
Cost Sheet columns can be of the following types:
- From Business Process: Data is rolled up automatically from cost type business processes when the BP reaches the specified status (Business process transaction column).
- Direct Entry: Users can enter data directly to the sheet through line item or direct entries. Custom data sources can be applied to these columns to allow project/shell cost data to roll up to company cost sheets, and be reportable through user-defined reports (Manual entry column).
- Line Item Content
- From Worksheet
- From Activity Sheet
- Formula: The column values are calculated based on a formula that normally includes values from other columns. For example, if there are multiple cost type business processes affecting the sheet, you may want to have a column that shows the sum of all of them ("Total Commits"). Custom data sources can be applied to these columns to enable them to roll up to company cost sheets, and be reportable (Formula column).
- Fund: Provides additional functionality to work with the Funding sheet. For more information, see Add a Funding Column to Project or Shell Cost Sheet (Fund column).
- SOV: Provides additional functionality to work with Schedule of Value sheets.
In a Cost Sheet:
- If you set the format for the Total field as "Blank" in the column properties, the user will see a blank value for the Summary of All Rows (under the parent CBS Codes), and
- If the user exports the Summary Sheet by way of a CSV file, the exported CSV file will also include a blank value for the Summary of All Rows.
Related Topics
Add a Cost Sheet Column at Company Level
Create a Formula in a Cost Sheet Column
Last Published Monday, October 7, 2024