View and edit the Commitment Summary

When a base commit record goes to Terminal status, it creates an entry in the Commitment Summary for the shell. When change commit and general spends records go to Terminal status, they update the associated base commit record in the Commitment Summary. If you have the appropriate permissions, you can view and edit the Commitment Summary.

To view and edit a Commitment Summary for a shell:

  1. Go to the shell tab and switch to User mode.
  2. In the left Navigator, select Cost Manager, and then select Commitment Summary.
  3. In the Commitment Summary log, select the Commitment Summary and click Open.
  4. From the toolbar, click Create Structure to add columns to the sheet.
  5. To view or edit the sheet properties, select Edit, and then select Properties. In the General tab, enter a unique name and an optional description. In the Options tab, enter the following column names: Ref, Cost Code, Code Name, Breakdown, and Description.

    Depending on the design in uDesigner, some columns may not display in the Commitment Summary sheet.

  6. Click OK.

Last Published Tuesday, April 8, 2025