Project or Shell Cost Sheet Columns
There are two sets of columns in a project/shell cost sheet:
- Cost code and code name columns
- Other columns
In the first column, Cost Code, you can click inside a cell, then right-click, and do one of the following:
- Add Sibling Row: This selection will open the Add Rows window which lets you enter CBS details for the sibling row.
- Add Child Row: This selection will open the Add Rows window which lets you enter CBS details for the child row.
In the second column, Cost Name, you can click inside a cell, then right-click, and do one of the following:
- Add Sibling Row
- Add Child Row
- Insert Column After: This selection will open the New Column window which lets you name the new column, select the source type (form BP, worksheet, activity sheet, line item, and so on), select a data source, data format, display mode, total, and determine the column position.
If you right-click in a cell within other columns, you can:
- Add Sibling Row
- Add Child Row
- Insert Column Before
- Insert Column After
Project/Shell Cost Sheet Columns and Properties Tabs
If you click inside a cell under the Cost Code column, the following properties tabs will be displayed at the lower section of the project/shell cost sheet window:
- General tab: The General tab will display the CBS details, Cost Code, Cost Item, Cost Type, Status, and other information related to the selected Cost Code. The information on the General tab is read-only.
- Attachments tab: The Attachments tab will include attachments, if available.
- Notes tab: The Notes tab will include any related notes, if available.
- Fund Assignment Order tab: The Fund Assignment Order tab will include information if the Funding Manager is used to set the project/shell fund assignment order at the CBS level.
If you click inside a cell under the other columns, the following properties tabs will be displayed at the lower section of the project/shell cost sheet window:
- Transactions tab: Which, depending on the column that you select, you can group and view the details. For example, if you select a cost code cell under the column named Original Budget, you can view the Transactions by selecting the Budget Approval (Approved), for the View By drop-down field, and see the details for that transaction such as the title, work package, description, and amount.
- Cell Details tab: As the name of the tab suggests this tab provides read-only fields containing details about the CBs code that you have selected.
- Attachments tab: To access any attached files related to the cost code.
- Notes tab: To access any notes related to the cost code.
- Audit Log tab: To see a record of all the actions that have been taken on the column that the selected cost code is a part of. Be aware that the Audit Log only provides details based on the import of a CSV file or an API-based update.
Last Published Friday, April 11, 2025