View or edit worksheet properties
Worksheet and worksheet type properties can be viewed and edited. The ability to edit worksheet properties is dependent on your user permission settings. Contact your project or company administrator if you have questions regarding your user permission settings.
To view or edit worksheet properties:
When you select your existing project cost sheet from the Cost Sheet log, the right pane of the log displays the Properties and Audit Log tabs.
When you open (gear menu [ 
] or double-click) your existing project cost sheet from the Cost Sheet log, the Cost Sheet window opens and displays the currency, a series of toolbar options, and the project cost sheet.
Note: You cannot edit your existing project cost sheet from the Cost Sheet log.
When you click a worksheet type in the Cost Sheet log, the right pane of the log displays the Properties, Permissions, and Audit Log tabs. These tabs let you edit or change the name or description of a worksheet type, view permissions for it, and view a log listing the changes in it. (Be aware that the Audit Log only provides details based on the import of a CSV file.)
When you open (gear menu or double-click) a worksheet type in the Cost Sheet log, the worksheet overlay window opens which contains details about the worksheet. If you click any of the cells, under any column in the worksheet, the Cell Detail window opens, which lets you view the information, add attachments, add notes, and so forth.
Last Published Friday, April 11, 2025