Global Information
The Global Information of an Organization is displayed while viewing any section in the module.
Details
In the Expanded Treeview of the Browse Panel, click on the Costsheet’s name or icon, or from the Navigation Icons Panel select the 
icon to open the details.
Update Details
1. In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the 
icon to open the Details section.
2. The free-form text space is available for edit.
Tip: Hover over the tools to view their function.
The section provides a full set of tools for formatting text, adding hyperlinks, and attaching a variety of file types.
2. Click the Save button 
.
User
The User section records related people and information about related people who are associated with the Costsheet.
In the Expanded Treeview of the Browse Panel, click on the User section title or icon, or from the Navigation Icons Panel select the 
icon to open the Person section.
Expenses
View Expenses
The Expenses section provides the space to view expenses associated with the Costsheet that is being viewed.
In the Expanded Treeview of the Browse Panel, click on the Expenses section title or icon, or from the Navigation Icons Panel select the 
icon to open the Expenses section.
Note: Selecting the Parent ID on any expense will take you to the associated module of the Parent Type and will display the case, complaint, etc.
Tags
View Tags
The Tags section provides the space for associating tags directly to a Costsheet.
In the Expanded Treeview of the Browse Panel, click on the Tags section title or icon, or from the Navigation Icons Panel select the 
icon to open the Tags section.
Add Tags
1. To add a tag, click the 
button on the section title bar. The Tag window opens to search for a new tag.
2. Select the tag, then click Add Tag.
Delete Tags
To delete a tag, click the 
button.
Filter Tags
You can filter tags based on the tag, the date created, or the user who created it.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Tasks
View Tasks
In the Expanded Treeview of the Browse Panel, click on the Tasks section title or icon, or from the Navigation Icons Panel select the 
icon to open the Tasks section.
Add Tasks
1. To add a task, click the button on the section title bar. The New Task window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Task when finished.
Edit Tasks
To edit a task, click the 
button.
Delete Tasks
To delete a task, click the button.
Documents
In the Expanded Treeview of the Browse Panel, click on the Documents section title or icon, or from the Navigation Icons Panel select the 
icon to open the Documents section.
See Documents for more information.