Accessing Project or Shell Cost Sheet from Company Cost Sheet

You can access a project/shell cost sheet through the Company Cost Sheet. This lets you access any specific cost information (about the project/shell cost sheet) that "rolls up" to the Company Cost Sheet.

To access the project/shell cost sheet through the Company Cost Sheet:

Go to the Company Workspace tab and switch to User mode.
In the left Navigator, select Cost Manager, and then select Cost Sheet to open the Company Cost Sheet to access all the CBS projects/shells that the Company Cost Sheet pulls data from.
Note: If the selected source cost sheet has duplicate columns that the system cannot auto-correct, an alert is displayed to the user to take further action.
From the first column, identify the project/shell that you want to access, and click in the cell (click the link) to open the cost sheet for that project/shell in a window.

As shown in the image below, the cost sheet window has the following parts:

Title
Toolbar
Columns
Properties tabs

This image displays the various parts of the cost sheet window.

Title
Displaying the title of the cost sheet and an icon (open padlock or closed padlock) indicating whether the budget for the project/shell is unlocked or locked.
Toolbar
Enabling to conduct various operations within or with the cost sheet. For more information, see Project or Shell Toolbar Options.
Columns
There are two sets of columns:
- Cost Code and Code Name columns
- Other columns
For more information, see Project or Shell Cost Sheet Columns.
Properties tabs
The properties tabs provide additional information about each cost code, as well as the associated budget, included in the project/shell cost sheet. With the exception of the Code Name column, each column in the cost sheet has corresponding properties that are shown in a series of tabs, displayed at the lower section of the project/shell cost sheet window. In case you cannot see these properties tabs, click and drag the split screen icon (the three horizontal dots) to adjust the size of the lower pane.

For details about the columns and properties tabs, see Project or Shell Cost Sheet Columns.

The following explains the elements of project/shell cost sheet when you access it from the company cost sheet.

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