Managing Cost Templates

You can edit the cost template properties, rows, columns, or add default data to rows.

Note:

Your edits to a template will be reflected in cost sheets that are created from it, but will not affect exiting cost sheets.

To access your cost templates:

  1. Go to the Company Workspace tab, and switch to Admin mode.
  2. In the left Navigator, select Templates, and then select Cost Sheets to open the Cost Templates log that lists the cost templates.

The Cost Templates log has the following toolbar options:

Option Description
Create

To let you create:

  • Cost Sheet
  • Worksheet
View

To change the view of the cost sheet to the following options:

  • All
  • Group by Type
Delete To delete a cost template.
Refresh To refresh the items listed on the page.
Print

To print the list of cost templates with the following options:

  • Print
  • Export To CSV
  • Export To Excel
Find on Page To search for an item on the page.

The Cost Templates log has the following tabs on the right pane:

Tab Description
Properties To view or edit the fields of your cost template.
Audit Log To review the history of changes that have been incorporated on a selected cost template.