Defining Cost Sheet Views for Inclusion in Templates

You can define multiple views for a Cost Sheet template and push them to all or specific projects/shells so that they are listed in the View menu. You can update these views at any time and push them to all or specific projects/shells as the need arises. While these views cannot be changed by the users, they can use them as the basis for creating their own views.

To define a Cost Sheet View for a template:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Templates, select Shells, and then select Projects.
In the Projects Templates log, select and open the applicable project.
In the left Navigator, select Cost Manager, and then select Cost Sheet.
In the Cost Sheet log, select and open the cost sheet.
From the View menu, select Create New View.
In the Save View As field of the New View window, enter a name for the new view.
Use the following topics to complete the available tabs:
When you are done, click Save.

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