Cost Sheet
A cost sheet captures data from data sources such as cost code data values, budget, business processes (by status), and Activity Sheets.
The system dynamically updates the Company Cost Sheet with information from the project/shell cost sheets. See Company Cost Sheet below for more details.
Project/Shell Cost Sheet
The project/shell cost sheet is a detailed accounting of the project/shell budget and costs. A cost sheet works like a spreadsheet within the system to calculate and maintain the project/shell cost information stored in the project/shell. The project/shell cost sheet rows contain unique CBS codes (or cost codes), which can be used to link project/shell costs to the general ledger for finance. Cost information can be entered manually, pulled from work packages or worksheets, or rolled up automatically, into the project/shell cost sheet, from business processes when transactions occur in the system.
Project/Shell Cost Sheet Column Properties
- The Datasource drop-down list contains a list of Single, Logical, and P6 data sources (only published P6 data sources as defined in the Standards & Libraries [Admin mode]).
- The Element drop-down contains a list of options as defined in the Cost Sheets Templates.
- The Data Format option, Decimal, is selected for all the "Unit" fields that you have selected from the Element drop-down list.
Note: The data sources do not list the P6 Summary Sheets in a Shell. Instead, the P6 Summary Sheets are from P6 Data Sources node, under Standards and Libraries. The system identifies the P6 Summary Sheet that is required for supplying data to the Cost Sheet by mapping the Summary Sheet "Type" to the column data source.
Work packages
In addition to a project/shell cost sheet, multiple work packages may also be defined. A work package is a group of cost sheet rows that is a subset of the project/shell cost sheet. Work packages provide insight into the budget without providing full access to the details of the project/shell cost sheet.
Worksheets
Cost worksheets can be created to support the project/shell cost sheet. They can be used as sub-cost sheets, enabling specific calculations or data entry in a separate sheet, which can then be rolled up into a defined project/shell cost sheet column. For example, a worksheet can be used to offload complex calculations, which can be rolled up into a single cost sheet column. Worksheets support manual data entry and formulas. Business processes do not roll up to worksheets. Permissions can be controlled for individual worksheets. Worksheets are not independently reportable; however, cost sheet columns that reference worksheets can be reported on.
For Base Commits, Change Commits, and Payment Application BPs of Summary Payment Application SOV type.
- The Costed line items (in Base Commits, Change Commits, and Payment Applications with SOV type, "Summary Payment Applications BPs) roll up to the Cost Sheet by using the "Amount" field.
- The Amount that rolls up to the Cost Sheet is the Costed Amount for each of the CBS codes that is added to the Cost Distribution grid.
- If the Line Item Amount = Costed Amount, you will see a discrepancy between the Total Amount seen in the Line Item section of Record, and the rolled up Amount to the Cost Sheet.
- You can go to the Line Item level details by opening the record in the Transactions section.
Company Cost Sheet
A Company Cost Sheet pulls cost information from across all the CBS projects/shells that exist in a Unifier instance.
Note: There is only one Company Cost Sheet.
The company administrator can create a company level cost sheet (the Company Cost Sheet) to display the cost data across all the projects/shells.
Projects/shells included in the Company Cost Sheet are added by default as the project/shell-level cost sheets are created.
Note: Only the Active and the On-hold projects/shells must be rolled up to the Company Cost Sheet.
Company Cost Sheet Columns Properties
Data rolls up to the Company Cost Sheet columns from the individual project/shell cost sheets columns, by data source.
The Company Cost Sheet columns headings provide the following information, upon hover over:
- DataSource
- Total
- Formula (when applicable to the data source)
For details about Company Cost Sheet, see Working with the Company Cost Sheet.
In This Section
Types of Cost Sheet Data Entry
Working with Project or Shell Cost Sheets
Working with the Company Cost Sheet
Last Published Friday, April 11, 2025