Go to: Company Workspace > Admin mode > Templates > Shells > "Shell template" > Cost Manager > Schedule of Values > General Spends
The General Spends SOV structure setup, existing in a shell template, will be included in the Configuration Package. The structure in the shell template can be created from the SOV templates that exist at the company level.
The Structure option changes from Create Structure to Update Structure after a selection of the SOV Structure is made.
Conditions for Creating a General Spends setup Configuration Package
When the SOV Setup is packaged for the first time, the design of any data source used in the column definition of the sheet must be part of the package. This means that these designs must be included in the Configuration Package. If this check fails then the package creation will result in an error. For subsequent exports, check will be made to ensure that the design which uses the Data Element (ex: Status) that is specifically used in the setup is present in the Published package. As long as this condition is met, the package creation will be successful. If not, the latest design will have to be included in the package.
General Spends Components in the Configuration Package
The system includes the following components of General Spends in the Configuration Package (.zip file):
Component | Field / Option |
|---|---|
SOV Structure Properties/ General | All fields |
SOV Structure Properties/ Options | All fields |
SOV Structure / Columns | All columns including the data source and formula definitions |