Create a Commitment Summary Sheet

To create a Commitment Summary sheet:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, select the [shell type], and open the [shell instance].
  3. In the left Navigator, select Cost Manager, and then select Commitment Summaries. The Commitment Summaries log opens.
  4. From the toolbar, select Create Structure. The Select Template window opens.
  5. Choose a template, and select OK.
  6. Select Columns to add columns.
  7. To edit the sheet properties, select File, and select Properties.
  8. In the General tab, enter a unique Name and an optional Description.
  9. 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.

  10. Select OK.

Last Published Monday, October 13, 2025