Cost Worksheets

Select the project you want to view the costs for.

Select the worksheet you want to view. Note: Worksheets are created in the Define Worksheets module.

Select the periods you would like to view.  If you are using periods on all of your cost records it will limit the information displayed to only those that fall within the to/from period range.

Note: The period options available are configured by your Administrator in the Portfolio > Lists > Periods menu.

This allows you to group the worksheet by certain columns. To group, left click on the column header name and drag the header to the area #4. 

The columns that were configured in "Define Worksheets" module appear with each line representing a cost code in the project.

Note: You can click on the blue text in the columns to see the details of all the transactions that are adding up to the number in the cost worksheet.  This only works if the field is not a calculated.  If it is a calculated field you can always use the at the beginning of the row to see the transaction details.

Click the arrow to the right of the printer icon to print/view the selected worksheet. 

Click to export that cost worksheet data to excel.

Use this button to go to the next/previous page in the worksheet.