As a Presales Consultant one thing I hate to do was costing sheet
Depending on the size of the BOQ, it take hours of work for just one costing sheet. Copying CCW BOQ to Costing template. it’s a boring acctivity.
When started learning Devenet, the first thing which came to my mind was developing a script who does this job. Accidentally when looking in to the CCW I found an option called Custom Template. I thought of trying the custom template, before staring working on a script. spending one day on CCW, I could make a template and with just one click I export the costing sheet from CCW with margin, discounts etc applied.
If you work in a company where you are the one who design BOQ, prepare costing with margin, discounts etc. you can try the below which make ur life easy.
To start making a custom template you need to download the existing template from CCW .
Download a Sample template and save as it as Microsoft Excel Template(.xlt). If no files has been uploaded you can see a Sample Template on your CCW. To download the file, Double click on file name.
Modify the downloaded template as per your need. Basic instructions and rules are outlined in the help sheet.Below mentioned is the one which I modified. Group name can also be displayed on the costing sheet if Line items are grouped on CCW.
Save the modified template as Microsoft Excel Template (.xlt)
Upload the modified template using Upload Template.
Template in action.