Cost Sheet sub-node (Standard View)

When you click the Cost Sheet sub-node (go to the shell tab and switch to User mode; in the left Navigator, select Cost Manager, and then select Cost Sheet), the Cost Sheet log opens. This log displays the cost sheets, worksheets, and work packages (where available) within the project/shell. The log has the following elements:

Toolbar
Grid displaying the list of all the sheets within the project/shell
Right pane capturing the details of each sheet

The Cost Sheet log toolbar options:

Option	Description
Create	Lets you create a Worksheet (from a template or from projects) or Work Package.
Actions	Lets you set the permissions (Permissions).
View	Lets you set the view of the log by showing all sheets (All) or group the sheets by type (Group by Type).
Refresh	Lets you update the information of the items listed on the log.
Print	Lets you print the sheet (Print) or export it to CSV (Export To CSV) or Microsoft Excel (Export To Excel). Notes: For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols. If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).
Find on Page	Lets you find items on the displayed page. When you click this option, the system inserts a row that lets you enter filter parameters.

The Cost Sheet log grid column headings include Name, Reference No., Date Created, and so on.

When you select a worksheet, the Cost Sheet log tabs (right pane) include Properties, Permissions, and Audit Log. Be aware that the Audit Log only provides details based on the import of a CSV file or an API-based update.

When you select a work package, the Cost Sheet log tabs (right pane) include Properties and Audit Log. Be aware that the Audit Log only provides details based on the import of a CSV file or an API-based update.

To open a sheet, you can double-click the sheet or click the gear menu ( ) and select Open. After you open a cost sheet, the Cost Sheet overlay opens. The next topic explains the elements of the Cost Sheet overlay.

Last Published Tuesday, April 8, 2025