View or edit accounts sheet properties

Accounts sheet properties can be viewed and edited. The ability to edit properties is dependent on your user permission settings. Contact your project or company administrator if you have questions regarding your user permission settings.

To view or edit accounts sheet properties:

Select the accounts sheet from the log and click the Properties button; or open the accounts sheet, go to the File menu, and select Properties. The Properties window opens. The following properties are displayed and are editable by the cost administrator:

Title: This is the title of the sheet and appears in the log.
Description: This optional field can be used to provide a description or other information about the accounts sheet.
Display Mode: This determines whether the accounts codes are displayed in a flat list, or a hierarchical tree mode. This setting can be switched back and forth as needed.
Default View: These are the settings that determine how the sheet appears when first opened by any user from the log.

Last Published Tuesday, April 8, 2025