Reviewing Reference Cost Sheet Recommendations

The Cost Sheets tab contains a list of cost estimate item cost sheets that have been recommended for use as a system-wide reference cost sheet. You can review each cost sheet and determine whether it is suitable for use as a reference cost sheet for other cost estimates.

You can filter the list of cost sheets according to review status by using the Status filter. Each row includes an Actions button and represents one cost sheet. You can view information in these fields:

To view the contents of a cost estimate item 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 Cost Estimate Item Cost Sheet Summary (see Maintaining a Cost Sheet Price Task).

To approve a recommendation, select Approve from the Actions menu on the cost sheet row. The system displays a modal window where you must enter a name for the new reference cost sheet. When you are finished, click the Save button. The system closes the modal window and changes the Status of the selected recommendation to Approved. The new reference cost sheet is now available on the Reference Cost Sheet Overview (see Maintaining Cost Sheet Information).

To reject a recommendation, select Reject from the Actions menu on the profile row. The system changes the Status to Rejected, and saves your changes automatically.

To delete a recommendation, select Delete from the Actions menu on the profile row. To reverse the deletion, click the Undo button. To save your changes, click the Save button.