Update Standard Cost Sheet Columns

To update columns in your cost manager sheets, you can push columns from the Cost Sheet Columns log to cost sheets in each shell and shell template.

Note: You might want to perform this task if you are using formula-based columns that are based on BPs and you change the name of the BP; the formulas for the columns are not automatically updated when you change the name of the BP. For example, if your Project Cost Sheet includes a column such as Contract & PO that displays Agreement (Approved) + Change Order – Contract (Approved) when you hover over the column heading and you subsequently update the BP name from Change Order - Contract to Change Order, the information displayed in the hover label is not updated. You can use the following process to update the applicable columns in your cost sheets. You can also manually update the hover label by right-clicking the column name, selecting Properties, clicking Select in the Formula section, and making the applicable changes.

A cost sheet must exist in the destination shell. Pushing a column from a template will not create a cost sheet that can receive the column.

To add or update cost sheet columns from a template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, and then select Shells.
  3. Open the shell-type template to update.
  4. In the left Navigator for the selected shell template, select Cost Manager, select Cost Sheet, and open the Cost Sheet template.
  5. From the toolbar, click Menu Options, select Columns, and then select Manage Columns.

    The Cost Sheet Column window opens.

  6. If applicable, drag and drop the listed columns to the order that you want to use.
  7. Select the column, or columns, that you want to use in the update.
  8. From the toolbar, click Update Shells, and choose one of the following:
    • Shells: You can use this option to select one or more shells to update. When the Update Shells window opens, it lists all shells in the project. You can use Search or Find on Page to isolate the shells you want to update. The find window contains data elements from the Find form that was created in uDesigner. After you have isolated the shells to update, click Update Shell(s) in the toolbar, and select either Selected Shell(s) or All Filtered Shells.
    • All Shells: You can use this option to update all shells of that shell type.
    • History: You can view the update history from past updates or cancel a request before the update begins.

    An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.

  9. If you want to proceed with the update, click Yes; otherwise, click No to cancel.


Last Published Wednesday, July 2, 2025