The schedule of values (SOV) for payment applications functionality provides a way to assemble information from the base commit and change commits, as well as the payment history, in an SOV sheet. You can open the SOV sheet either from the Schedule of Values log, or from within a payment application record (the record must be in an editable mode).
When the base commit record is created and reaches a specified terminal status (for example, Approved), the SOV sheet is automatically created, and line items display as rows. As change commits are created and approved (or other specified status), they are added automatically to the SOV sheet. As payment records are created, these also will affect the SOV. (Data that is displayed on the SOV sheet will depend on the columns that have been added to the SOV structure.) The SOV displays the source information from the base commit any change commits. The source for each line can be one or more lines from one or more records.
Depending on the design of the associated business processes, the SOV may list each line entry for the base commit and all change commits as separate line items, or it may group entries with the same WBS code and display the total.
To view the associated SOV
| 1 | In the Navigator, click Cost Manager>Schedule of Values > Payment Applications. The Schedule of Values: payment Applications log opens. SOVs are listed by their associated base comment record numbers and descriptions. |
| 2 | Select an SOV and click Open (or double-click the record). The Schedule of Values sheet for the base commit associated with the payment application opens. |
| 3 | You can optionally split the grid so that the cost codes or other columns are always in view on the left, allowing you to scroll through other columns to view data on the right. |
| a | To split the grid, click the Split button. |
| b | You can click the Freeze button to make the left side of the vertical bar unmovable. |
| c | To unfreeze the left side, click the Freeze button again. To remove the split, click the Split button again |
| 4 | To view source information from the base commit and/or change commits, locate the Scheduled Value column. |
Note: This assumes that a column has been added to the SOV that is associated with the datasource “Scheduled Value.” The column name may vary. Click the link in a cell. The Cell Details window opens, displaying the source of the line item information -- the commit record(s) with a line item entry for that WBS code.
| 5 | Click the Close button to close the window. |
To view the associated SOV from within the payment application line item grid
| 1 | Open the payment application form. Be sure the form is not in a view-only mode. |
| 2 | Click the SOV button from the record toolbar. The Schedule of Values sheet opens. |
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