Cost worksheets are user defined spreadsheets that display real time data about a project's cost records. Cost worksheets are designed in the Define Worksheets page. Each time the cost worksheet is loaded the latest data based on the PMWeb Cost Ledgers shows in the table. Each currency field is a hyperlink that can be clicked to drill down.
Edit Button - Normally, cost worksheets are read only. Click this button to unlock the cost worksheet for editing. In edit mode some of the cells in the worksheet become data entry cells, allowing you to type in them. In addition, the header toolbar changes - the Edit Worksheet Button is replaced by Save Record and Cancel buttons. You can now type in cells in the table and, when you are ready, click the Save Record button to save your edits. For every cell you edit this way PMWeb creates a new line in the Cost Ledgers representing the difference between the number that was in the cell when you opened the worksheet for editing and the number you typed in. To be eligible to be directly edited a worksheet cell:
Must not be a calculated cell
Must be based on all Pending or all Approved records
Worksheet Field - Select a worksheet to display. This list is filtered by the selection made in the project field. Worksheets are designed in the Define Worksheets page.
Periods From Field - The selections made in this field filter the results displayed in the table based on the Period field in the cost ledger record. The defaults, "*All*", not only includes cost ledger lines with any cost period but also lines that have no cost period.
Period To Field - The selections made in this field filter the results displayed in the table based on the Period field in the cost ledger record. The defaults, "*All*", not only includes cost ledger lines with any cost period but also lines that have no cost period.
Currency Header Field - This determines the currency used to display the cells in the table and includes the generic default, "-- Project Currency --". The helper button opens the Currency Dialog as usual but the settings there only affect transactions created using one of the two edit worksheet methods.
Project Default Checkbox - Throughout PMWeb, when you click on a cost code that has been saved in a record line a Cost Worksheet opens in a dialog with the cost code line highlighted. This lets you see a transaction history for the cost code within the current project. One, and only one, Cost Worksheet can be designated as the one to show in this dialog within a project and you designate it by checking this box. Important note: You only need to check this box if you wish to use a worksheet other than the one designated as the system default in the Define Worksheets.
