A Costsheet includes the following elements:
View and Update Details
View Details
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. The free-form rich text space is available for edit.
Tip: Hover over the icons to view their function.
Edit Details
1. Enter (or edit) details in the text space. The section provides tools to format text, add hyperlinks, and attach files.
2. When the entry is complete, click Save (disk icon) 
.
View User
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 User section.
View Expenses
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, for example a Request.
View and Update Tags
View Tags
The Tags section lets you associate tags with 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 search window opens.
2. Complete the fields and select 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.
View Tasks
The Tasks section displays ad hoc and system generated tasks associated with the Costsheet.
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.
Edit Tasks
To edit a task, click the 
button.
Delete Tasks
To delete a task, click the button.
View and Update Documents
Documents section
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.
Note: For more information on document management see Requests/Documents.
Filter Documents
To filter documents, start typing in the filter box. As you type, attachment titles that matches to what you are typing will be displayed in bold.
Search Documents
To search documents, start typing in the search box then press enter or click the search button.