Edit a Cost Row

You can edit rows in templates and cost sheets. However, in cost sheets, if you have already distributed and locked the budget, you must unlock it first before you can access the Rows window and edit rows.

To edit a row:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, and then select Cost Sheets.
  3. Open the cost sheet. The Cost Sheet - [name] window opens.
  4. In the toolbar, click Manage Rows to open the Manage Rows window.

    In the Manage Rows window, you can use the Add option to add a row, select a row, and delete it.

For the Project Cost Sheet:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, select the applicable [shell type], and open the applicable [shell template].
  3. In the left Navigator, select Cost Manager, and then select Cost Sheet.
  4. Open the cost sheet. The Cost Sheet - [name] window opens.
  5. In the toolbar options row, click Manage Rows to open the Manage Rows window.

    In the Manage Rows window, you can use the Add option to add a row, select a row, and delete it.


Last Published Monday, October 7, 2024