Maintaining Cost Sheet Information

When you click the Cost Sheets link in either the Reference Data or Estimation Reference Data components, the system takes you to the Reference Cost Sheet Overview, where you can access all of the reference cost sheets in the system.

A reference cost sheet is an association of reference equipment, laborers, materials, and crews, along with associated quantity information for each. Setting up reference cost sheets enables you to associate all of this information with a reference item or cost estimate item for the purpose of cost-based estimation.

On the Reference Cost Sheet Overview, each row represents one cost sheet. Each row includes an Actions button and current values for these fields:

To add a new cost sheet, select Add from the Actions menu on the component header. The system takes you to the Reference Cost Sheet Summary with all of the fields blank (see Maintaining a Cost Sheet).

To view or maintain information for a cost sheet, click the Cost Sheet link or select Open from the Actions menu on the cost sheet row. The system takes you to the Reference Cost Sheet Summary (see Maintaining a Cost Sheet).

To delete a cost sheet, select Delete from the Actions menu on the cost sheet row. If you delete a cost sheet that is associated with a reference item as a cost-based price task, the system automatically deletes the cost-based task from the item.

To reverse the deletion, click the Undo button. To save your changes, click the Save button. The system displays a message to confirm that your changes were saved.

To copy a cost sheet, select Copy from the Actions menu on the cost sheet row. The system takes you to the Copy Cost Sheet component (see Copying a Cost Sheet).