If you have multiple breakdowns to enter, you can do it in bulk through CSV file import. You can add as many breakdowns as you need to multiple WBS codes.
You can also optionally enter breakdown scheduled value amounts. In order to do this, there must be a column to the SOV sheet using the data source Scheduled Value. The amount you enter on the CSV file will appear in the Scheduled Value column.
Note: By default, the Scheduled Value column will validate that the sum of all breakdowns added to an SOV line will not exceed the scheduled value for summary line. That is, if the scheduled value for a line is $1000 from the base commit record, and you add breakdowns, the amounts that you enter for the breakdown amounts for that line cannot add up to more than $1000. (It can, however, add up to less than $1000.)
To add breakdowns by importing a CSV sheet
| 1 | Open the SOV sheet. |
| 2 | Click the Rows button. The Rows window opens. |
| 3 | Click the Export button and choose Breakdowns. |
| 4 | Save the CSV file. This provides the structure for the import file. |
| 5 | Add the breakdown rows to the CSV file. |
| a | Open the CSV file. |
| b | Insert a line under the WBS code to which you are adding the breakdown. |
| c | Add the breakdown name in the Breakdown column. You can enter an amount in the Scheduled Value column. Do not add any additional information in the new row. |
| d | Add additional breakdown rows as needed. |
| e | Save the file. |
| 6 | On the SOV sheet, click the Import button. |
| 7 | Browse to the CSV file and click Ok. The breakdowns and amounts will be added to the sheet. Any breakdowns in the CSV file that already exist on the sheet will be updated with the Scheduled Value amount on the CSV file. |
If any errors occur, download and open the error file, and correct the CSV file before reimporting. Validations include: the sum of breakdown amounts cannot add up to more than the scheduled value amount of the summary WBS code line; they cannot exceed Commits Remaining Balance, if used; they cannot cause Commits Remaining Balance to fall below zero.
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