Defining Cost Sheet Views for Inclusion in Templates

You can define multiple views for a Cost Sheet template and link them to all or specific projects/shells so that they are listed in the View menu. You can update these views at any time and link them to all or specific projects/shells as the need arises. While these views cannot be changed by the users, they can use them as the basis for creating their own views.

Note:

To determine what template to use, the system first checks the Shell Detail form to see whether a value for the uuu_shell_template_picker data element (DE) is defined. If the DE is not populated or is not used, the system checks to see whether a default template is specified. If so, the views associated with the default template are included.

To define a Cost Sheet View for a template:

1. Go to the Company Workspace tab, and switch to Admin mode.
2. In the left Navigator, select Templates, select Shells, and then select Projects.
3. In the Projects Templates log, select and open the applicable project.
4. In the left Navigator, select Cost Manager, and then select Cost Sheet.
5. In the Cost Sheet log, select and open the cost sheet.
6. From the View menu, select Create New View.
7. In the Save View As field of the New View window, enter a name for the new view.
8. Use the following topics to complete the available tabs:
   • Columns Tab in the New View Window
   • Filters Tab in the New View Window
   • Group By Tab in the New View Window
   • Sort By Tab in the New View Window
   • Conditional Formatting Tab in the New View Window
9. When you are done, select Save.
10. Use Manage Views to select the views that should be visible in the template after you import a configuration package.

    See Managing Cost Sheet Views.