Changing Cost Sheet Designations
You can change the cost sheet type from Actions on the Cost Sheet List tab and the Actions menu on the individual cost sheet tab.
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Do not confuse the cost sheet type designation with the hierarchical type that is displayed in the Cost Sheet Identification area.
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The table outlines the changes available from each cost sheet type.
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The Create What If option is only available from Actions on the Cost Sheet List tab.
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Cost Sheet Type
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Changes Available
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Primary
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Create What If
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Active
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Create What If
Set As Primary
Set As What Of
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What If
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Create What If
Set As Active
Set As Active and Primary
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• Selecting
Create What If copies the corresponding cost sheet information into a
What If Cost Sheet page. You can update these values to create a new what if cost sheet. See
Creating Cost Sheets for more details on working with this page.
• Selecting Set As Primary sets the current active cost sheet as the primary cost sheet for the associated season and source. The current primary cost sheet for the associated season and source becomes an active cost sheet.
• Selecting Set As What If sets the current active cost sheet as a what if cost sheet for the associated season and source. Because you can have multiple what if cost sheets associated to a single season and source combination, any existing what if cost sheets remain what ifs.
• Selecting Set As Active and Primary sets the current what if cost sheet as an active cost sheet, and also designates it as the primary cost sheet for the associated season and source. The current primary cost sheet for the associated season and source becomes an active cost sheet. Because you can have multiple active cost sheets associated to a single season and source combination, any existing active cost sheets remain active.