Delete a Cost Template

You can delete a cost template from the Cost Templates log.

Note: The cost sheets in project/shell templates or in projects/shells cannot be deleted. Deleting a template will have no effect on cost sheets created from it.

To delete a template:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select Templates, and then select Cost Sheets to open the Cost Templates log.
  3. Select a cost template from the log.
  4. Select the gear menu () next to the cost template, and select Delete.

Last Published Monday, October 13, 2025