Add a Column to an Accounts Sheet
You can add as many columns as necessary to the accounts sheet. There are two default columns: Company Account Code and Company Account Name. You can add columns for formulas, for transaction data from company level cost business processes (account type), or to roll up data from project/shell cost sheets, or resource actuals.
To add a column:
- Open the accounts sheet.
- Click the Columns button. The Columns log opens.
- Click New. The Column Properties window opens.
- Complete the columns log as described in the following table.
- Click OK.
In this field: | Do this: |
---|---|
Name | The name is populated with the data source |
Data Source | Click the drop-down and choose the data source for the column. Options include: Single Sources:
Logical Sources:
|
Entry Method | Select one of the options (options available are dependent on the data source; applicable when a Logical data source is selected):
|
Data Format | Choose Currency (base currency) or Percentage (%) |
Display Mode | Show or Hide the column from user view |
Column Position After | Select the column after which you want the current column to appear |
To roll up project/shell cost sheet data to the accounts sheet:
- Be sure the project/shell cost sheet data rolls up to a company cost sheet column, using a data source Project/Shell Cost 1 through 25 for the cost sheet column.
- Map the company cost column to an account code. (In the company cost sheet Properties window, Options tab. See Map cost sheet column to an account code.)
- Roll up the mapped company cost column data to the accounts sheet column, choosing Projects/Shell data source. The column will show the Total of the company cost column.
As project/shell level transactions take place, the company cost column will reflect the changes, which in turn will roll up to the accounts sheet.
Last Published Monday, October 7, 2024