This general procedure can be used for adding columns is the same whether you are adding columns to a cost sheet (project or shell, program or company level), a cost sheet template, or a worksheet.
To add a column to a cost sheet template
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Cost Sheets in the left Navigator. The Cost Templates log opens.
- Select the template and click Open (or double-click the selected template). The Cost Sheet Template Setup window opens. This window is the same layout as a project or shell cost sheet.
- Click the Columns button. The Columns Log window opens.
This window lists any existing columns, other than the two default columns (CBS Code and CBS Item), which are not editable. If no new columns have been added, the log will be empty.
- Click the New button. The Column Properties window opens.
- Complete the fields in the Column Properties window as described below and click OK.
In this field: | Do this: |
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Name | The name you choose will appear as the column header on the Project or Shell Cost Sheet. If you leave the Name field blank, the selection you make in the Datasource field will automatically populate the Name field. |
Datasource | All columns must be associated with a data source. The data source that you choose will determine which of the following options are available. The types of Data sources available are:
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Element | If you select the "Enable P6 sources" option when defining your Cost Sheet options (Creating a new Cost Sheet Template, Options tab), the following occurs in the Column Properties window: The Datasource drop-down list contains the Published P6 Data Sources that have been defined in Standards and Libraries, in P6 Sources. Once you select a P6 Source as a Datasource for a column, you must select an Element (Required). The Element drop-down list contains a fixed list of available options. If you select any P6 Datasource or Element to define a column, then:
Notes: - For all "Cost" elements (Planned Cost, Actual Cost, etc.), the Data Format is pre-selected as "Currency" - For all "Unit" elements (Planned Units, Actual Units, etc.), the Data Format s pre-selected as "Decimal"
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Entry Method | This is applicable for logical data sources.
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Data Format |
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Display Mode | Refers to whether the column is displayed on the cost sheet.
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Total | Determines what will display in the "Total" (bottom) row for the column:
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Column Position After | The new column will be inserted after the column selected. |