For the Standard Cost Manager

The standard Cost Manager needs attribute forms to define the codes for funds, costs, and accounts, and to customize CBS details. These codes or accounts can then be used to collect company-level costs, such as assets, resources, or facility maintenance.

Note: If you do not create an attribute form for the Standard Cost Manager, Unifier will create a default one to support basic required information, such as cost and fund codes.

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Cost Manager.
  3. On the right pane, click:
    • New > Cost Attributes to create a cost attributes form
    • New > Fund Attributes to create a fund attributes form
    • New > Account Code Attributes to create a company account code attributes form

    The Edit Studio window opens.

  4. Under the General tab, enter a name for the form and a description. The type is pre-populated.
  5. Click OK to save and close the window.

After you click OK, uDesigner displays the name of the form on the right pane and automatically creates a detail form. At this point, you can add the content to the form. See Adding Blocks to the Attribute Form and also Adding Fields to the Form.


Last Published Monday, June 3, 2024