Update Standard Cost Sheet Columns

To update columns in your cost manager sheets, you can push columns from the Cost Sheet Columns log to cost sheets in each shell and shell template. This ability to update columns includes adding formula-based columns from the cost sheet within a shell template to the destination even if the columns do not exist in the destination. If column formulas contain data sources that are not other explicit columns and thus not visible, these data sources are applied in the same manner and remain hidden in the destination. For example, if your source cost sheet includes a column called “CARs Pending” that is based on a formula of CAR_Pending + CAR_Pending_Int, but “CAR_Pending_Int” does not exist in the destination cost sheet, the system inserts the additional column and reflects the update to the formula.

Note: You might want to perform this task if you are using formula-based columns that are based on BPs and you change the name of the BP. The formulas for the columns are not automatically updated when you change the name of the BP. For example, if your Project Cost Sheet includes a column such as Contract & PO that displays Agreement (Approved) + Change Order – Contract (Approved) when you hover over the column heading and you subsequently update the BP name from Change Order - Contract to Change Order, the information displayed in the hover label is not updated. You can use the following process to update the applicable columns in your cost sheets. You can also manually update the hover label by right-clicking the column name, selecting Properties, clicking Select in the Formula section, and making the applicable changes.

A cost sheet must exist in the destination shell. Pushing a column from a template will not create a cost sheet that can receive the column.

To add or update cost sheet columns from a template:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select Templates, and then select Shells.
  3. Open the shell template that you want to update.
  4. In the left Navigator, select Cost Manager, select Cost Sheet, and open the Cost Sheet template.
  5. From the toolbar, select Menu Options, select Columns, and then select Manage Columns.

    The Cost Sheet Column window opens.

  6. If applicable, drag and drop the listed columns to the order that you want to use.
  7. Select the column, or columns, that you want to use in the update.
  8. From the toolbar, select Update Shells, and choose one of the following:
    • Shells: Use this option to select one or more shells to update. When the Update Shells window opens, it lists all shells in the project. You can use Search or Find on Page to isolate the shells you want to update. The find window contains data elements from the Find form that was created in uDesigner. After you have isolated the shells to update, from the toolbar, select Update Shell(s), and select either Selected Shell(s) or All Filtered Shells.
    • All Shells: Use this option to update all shells of that shell type.
    • History: Use this option to view the update history from past updates or cancel a request before the update begins.

    An Alert window opens letting you know that you are about to push changes to the selected shells. There is no undo for the update.

  9. To proceed with the update, select Yes.


Last Published Monday, October 13, 2025