Update schedule of values structure

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Update schedule of values structure

You can update the SOV structure for general spends or payment applications in WBS code-based shells.

The Update Shell process runs in the background. Depending on the number of records and shells you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

Some notes about updating the schedule of values structure

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Update Shell can be used to create or update the SOV structure. If the structure already exists, it will be updated. If not, it will be created (restrictions apply for payment applications; see below).

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When creating or updating Payment Application SOV structures, the payment application business process must be set up in the target shell first. If the business process has an active setup, then Update Shell will create or update the structure.

To update SOV structure using Update Shells

Go to the Company Workspace tab and switch to Admin mode.

Click Templates > Shell in the left Navigator.

Open the shell template to update.

In the Shell Template, navigate to Cost Manager > Schedule of Values. Select General Spends or Payment Applications.

Click Update Shells and choose one of the following:

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Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed in Primavera uDesigner. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.

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All Shells: You can use this option to update all shells of that shell type.

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History:You can view the update history from past updates or cancel a request before the update begins.

An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.

Click Yes if you want to proceed with the update, or No to cancel.

Oracle Corporation