buttonThe Cost Worksheet log window provides a central location for analyzing budgeted, committed, and actual project costs. From this window, you can review cost items or add new cost codes. You must create cost codes before you can distribute costs to the Cost Worksheet. This topic describes the following:
buttonClick this button to open the Cost Worksheet dialog box to add a new cost code to the cost worksheet.
buttonClick this button to print the default cost worksheet report.
buttonClick this button to display the default log report on screen the way it will look when it is printed.
Click the arrow next to the Select an Action drop-down list to open the drop-down list containing actions you can perform. These include printing the selected document, exporting or importing a document, sending the document to Excel, adding a cost code, Recalculating the worksheet, or using Advanced print to print the report, form, dunning letter or creating or viewing versions of the cost worksheet log.
The (Displayed in . . .) text next to the window name shows the monetary unit used in the Cost Worksheet (for example, Displayed in U.S. dollar).
If you use grouping, you can total the values in each primary group in the Cost Worksheet using the New Grouping dialog box.
Use the Cost Code Definitions dialog box to define the structure of cost codes. This is useful for detailed cost reports.
Additional columns appear if you use the Custom Cost Worksheet feature. See the Custom Cost Worksheet topic for an explanation of the columns. ]
iconClick the icon to send
the current log layout to an Excel spreadsheet. This functionality
is not available when using the Firefox Internet browser.
Click this link to display the items in the Transmittals list. From there you can select the create or remove functions you want to perform on a transmittal.
Use this drop-down list to select a different layout for the log window. For more information on layouts, see Layouts Overview.
Click the icon in the left
column to open the Cost
Worksheet document window in Edit mode.
Click the Find link to find a particular word or text in all documents in the Cost Worksheet log window.
Click to return to the Workspace.
Click this link to display the items in the Transmittals list. From there you can select the create or remove functions you want to perform on a transmittal.
The "name" of the cost code. Cost codes categorize the different types of work associated with a project. Each cost code can contain up to 30 alphanumeric characters. Click to open the Cost Worksheet document window in View mode.
If you have administrator rights, you can edit the cost codes.
A description of the cost code.
Costs that have been distributed from a contract, PO, or trend.
Costs that have been distributed from an approved Change Order or trend.
The sum of the Original Budget and the Approved Budget Revisions.
Costs distributed from a Proposal, a pending Change Order, or trend.
Cost estimates distributed from a trend.
Costs distributed from a trend.
The sum of the Original Budget, the Approved Budget Revisions, the Pending & Estimated Budget Revisions, and the Budget Adjustments.
Costs distributed from a contract, PO or trend.
Costs distributed from an approved change order or trend.
The sum of the Original Commitment and the Approved Commitment.
Costs distributed from a Proposal, a pending Change Order, or trend.
Cost estimates distributed from a trend.
Costs distributed from a trend.
The sum of the Original Commitment, the Approved Commitment, the Pending & Estimated Commitments, and the Commitment Adjustments.
Costs distributed from a trend or invoice (if the contract/PO is distributed to Committed).
Costs distributed from a trend or invoice (if the contract/PO is distributed to Budgeted).
The Original Budget minus the Original Commitment.
The Revised Budget minus the Revised Commitment.
The (Revised Budget + Pending Budget Revisions) - (Revised Commitment + Pending Commitment)
The Projected Budget minus the Projected Commitment.
This amount represents the percentage of the total amount budgeted for the line item.
This amount represents the percentage of the total amount committed for the line item.
The total of the Estimate column on the Bid Tabulation tab of the Procurement Item document window.
The original estimate of the procurement item up for bid.
Calculation: Original Estimate - Procurement Estimate.
Calculation: Original Budget - Original Estimate. The value will be 0 unless the item is awarded.
Calculation: Original Estimate - Original Commitment. The value will be 0 unless the item is awarded.
Calculation: Procurement Estimate - Original Commitment. The value will be 0 unless the item is awarded.
This is the total planned expenditure for each cost code.
Use this field to vary the sort order of your worksheet from the cost code order.
This drop-down list appears at the right of each cost worksheet document listed in the log. Click the arrow to open a drop-down list containing actions you can perform, including printing a report, or recalculating.
To create a new version of the Cost Worksheet log, choose Version Worksheet from the Select an action drop-down list. Click Yes when prompted to confirm to version the log.
To view different versions of the Cost Worksheet log, choose View Worksheet Versions from the Select an action drop-down list. On the Cost Worksheet Versions dialog box, you can view and access previous versions of the selected Cost Worksheet, identify who created the versions and when the versions were created. You can create and preserve a new version of the Cost Worksheet log at any stage during a project. Use the Version option to maintain a history of your log changes.
From the Contract Management Control Center, expand the appropriate project, choose Contract Information, and then choose Cost Worksheet.
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