Structures of General SOVs and Payment Application SOVs:
SOV structures are defined at the project or shell level in User Mode. The following describes setting up the SOV structure for general SOVs and payment application SOVs. Structures are based on SOV templates.
For SOVs for payment applications:
| • | Columns are based on the detail form of the payment applications BP. |
| • | Can be defined once the payment application BP is imported into Primavera Unifier. |
| • | Available columns are data elements on the detail form. |
This section is for general SOVs. For SOV creation, it is important to have the correct column structure set up (meaning you have to include required columns and correct formulas) for validating summary commitments (by WBS) and remaining commits balance. In the SOV structure, you need to define a formula for remaining commits balance, which reflects the amount of commits minus spends. This column ensures that the spend BP line items are not overdrawn from SOV breakdowns.
Note: If an SOV structure does not exist when you auto-create an SOV sheet with a cost BP, one will be created automatically with the default columns WBS Code, WBS Item, and Breakdown. You can edit this structure as needed. The default columns are not editable.
Any modifications done to an SOV structure will be reflected on all SOV sheets using that structure, that is, all SOV sheets for that project or shell.
To create an SOV structure
| 1 | Open the project or shell and click Cost Manager > Schedule of Values in the left Navigator. |
| 2 | In the Navigator, click General or Payment Applications. The Schedule of Values log opens. The log should be empty. If SOV sheets are already present, then a structure already exists. |
| 3 | Click the Structure button. The Select Template window opens. |
| 4 | Select an SOV template from the list and click OK. Read the confirmation message and click Yes to confirm. SOV sheets will be created using the structure defined by the template. You can use this structure as is or make edits as necessary. |
To view or set up the SOV structure
| 1 | From the Schedule of Values log, click the Structure button the toolbar. The SOV Structure window opens. |
| 2 | Click the Columns button to add columns. Columns are added in a similar way to adding columns for a general SOV. |
| 3 | Click OK. |
Note: While setting up the SOV structure, you may click the Split button to divide the window in half. This allows you to scroll through columns and rows on the right while maintaining a view of the activity column on the left. Clicking the Split button again restores the whole window. While the window is split, you may click the Freeze button to lock the left half of the window in place. Click Freeze again to unfreeze.
The structure may contain hidden columns. For example, one or more columns used in the formulas for other columns where the information in the hidden columns is not important to be viewed may have been hidden, leaving more room in the display for the formula column. Hidden columns otherwise behave normally.
To view or edit structure properties
| 1 | From the Schedule of Values log, click Structure. The Structure window opens. |
| 2 | Click the File menu and choose Properties. The Properties window opens. |
| 3 | Make edits as needed and click OK. |
Note: You can modify the WBS Code and WBS Item labels in the cost sheet.
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