Create Cost Worksheet Versions

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Before you can create a version of the cost worksheet, the project must be configured to connect to the SharePoint content management system. This is done during Contract Management installation and configuration. For more information, see the installation guide for Oracle or MSSQL.

For new projects, the administrator can set the Content Management options to automatically do the following:

• Version documents each time the document is saved.
• Store attachments in the repository.

For existing projects, the administrator can set the Content Management option to automatically create a version of a document whenever the document is saved.

To create a new version of the Cost Worksheet:

1. Expand the Contract Information folder in the Project View and click Cost Worksheet.
2. From the Select an action drop-down list, choose Version Worksheet.
3. Click Yes to confirm that you want to create the version.