Cost Sheet Customization

To setup the formula for a new column:

Step 1: At the Tenant-level, navigate to Module designer settings and open the cost sheet from the list view

Step 2: Within the Cost Sheet, access Report Builder 

Step 3: Click the Add new button to create a new column

Step 4: Provide a name and label to display in the Properties

Step 5: Expand the "Type" drop-down list and select Formula

Note: Formula is the new data type introduced in-addition to the Module Selector and Manual Entry. Module selector is used to extract data from another module into the current cost sheet and Manual entry is to directly key-in data.

Step 6: After selecting the data type as "Formula", the text field to enter the function appears. Exto's built-in formula prompts soon after you type the function name preceded by an equal sign.

Step 7: Save your settings

View the Cost Sheet Columns in a Hierarchical Layout

A summary of the cost sheet data across various modules is extracted and presented in a hierarchical view. This consolidated view eases the reporting activities and helps monitor the progress of the project

View Roll-up Amount in Hierarchy

To ease business transactions, Exto automatically rolls up the Cost Data automatically. The hierarchical layout displays the roll-up of aggregate amount to the relevant source cost code. 

Display or Hide Columns in Cost Sheet

You can choose to display or hide the cost codes within a project. Turn on the slider to show or hide the column.

Export a Cost Sheet to Excel

To export your cost sheet to Excel, press the Export button on the top-right of the page.

Handle Duplicate Cost Codes

The validation built in the system helps avoid duplicate cost codes created within a project. When you enter a cost code that already exists in the system, a validation message displays prompting the user to key in a unique cost code. 

Prevent Deletion of Referenced Data

The system helps prevent deletion of data in the hierarchy if they're referenced in the downstream module. When you complete the form details and save, a validation message displays and restricts saving.