Create a Commitment Summary Sheet Template

To create a Commitment Summary sheet template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, and then select Commitment Summaries.
  3. Click New to create a new Commitment Summary sheet template. You can create multiple templates.
  4. In the General tab, enter a unique Name and an optional Description.
  5. In the Options tab, enter the following column names: Ref, Cost Code, Code Name, Breakdown, and Description.

    Depending on design in uDesigner, some columns may not display in the Commitment Summary sheet.

  6. Click OK.

To add columns to a Commitment Summary sheet template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, and then select Commitment Summaries.
  3. Select a Commitment Summary sheet template.
  4. Click the Columns button. The Columns Log opens.
  5. Click the New button. The Column Properties window opens.
  6. Complete the fields in the Column Properties window as described in the table below.
  7. Click OK when you are done with the column properties.

In this field:

Do this:

Name

Enter a column name. The name you choose will appear as the column header on the sheet. If you leave the Name field blank, the selection you make in the Datasource field will automatically populate the Name field.

Datasource

Choose a data source for the column. The data source that you choose will determine which of the following options are available. The types of Datasources available are:

Single Datasource: These values roll up from business processes that have these attributes:

  • Sub-Type: Line Items with Multiple Codes
  • Classification: Base Commit, Change Commit, or General Spends

Logical Datasource:

  • Commitment Cost 1 to Commitment Cost 25
  • Commitment Remaining Balance

Entry Method

This is applicable for logical data sources.

  • Manual Entry, Direct entry into cell: Users enter values by clicking the cell and entering values directly into the cell.
  • Formula: Values are calculated based on a specified formula entered for the column. Formulas can include the values of other columns. Click the Create button to create the formula.

Data Format

Choose the data format:

  • Currency: Formats data in a currency format with a comma (,) separator.
  • Percentage: Formats data as a percentage (%).

Display Mode

Choose a display mode. This refers to whether the column is displayed on the cost sheet.

  • Show: Default; indicates that column will display by default on the cost sheet to all users with at least "view" permission for the cost sheet.
  • Hide: Hidden columns are active but not displayed on the cost sheet. Hidden columns can be accessed by users with "create" permission on the cost sheet.

Column Position After

Choose the column position. The new column will be inserted after the column selected.

Allow sub-breakdown with validation

Select to be able to manually enter values against breakdowns in lines created on the sheet through Base Commit and Change Commit.


Last Published Monday, October 7, 2024