Managing Cost Sheet Views

All shared views in a cost sheet that are set to Visible are displayed to those who have the applicable permissions when they access a cost sheet that uses the template. If you update, hide (clear the Visible check box), or delete a view, these changes are automatically applied to the corresponding cost sheet.

Note: When you import cost sheet views through a configuration package, they are hidden (the Visible check box is deselected) if the destination contains the same shell template and cost sheet. If the destination environment does not have the same shell template, the views are imported and visible when the cost sheet is created in the destination.

To update a Cost Sheet View for a template:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, and then select Projects.
  3. In the Projects Templates log, select and open the applicable project.
  4. In the left Navigator, select Cost Manager, and then select Cost Sheet.
  5. In the Cost Sheet log, select and open the applicable cost sheet.
  6. From the View menu, select Manage Views.
  7. Use the Manage Views dialog box to:
    • Change the order of the views in the View menu for the projects/shells.
    • Make a view visible or hide it.
    • Delete a view.

    The current Active View is marked with a green check mark.

  8. To save your changes, click Save.

Last Published Wednesday, July 2, 2025