Breakdowns are used in SOV sheets. Invoices can be created from SOVs that can include CBS breakdowns. The breakdowns are not accessible in any BP except Spends BPs, and are not associated with data definitions, and so are not reportable.
The breakdown applies to a single project or shell, and can be applied across projects or shells by adding CBS code rows and breakdowns to Cost templates, or creating cost sheets from previous project or shell cost sheets with breakdowns.
You may add as many breakdowns as you need. When you click OK, the system will perform a validation check. If the CBS code is already in use in a cost sheet transaction, the system will not allow the addition of a breakdown.
Note: If you have locked the budget, you will need to unlock it first to access the Rows window.
You can also add breakdowns directly to SOV sheet. This is done in User mode on the SOV sheet.
To add a CBS Breakdown
- From the Cost Sheet, click the Rows button. The Rows window opens.
- Click the CBS Code to be edited, which appears as a link. The CBS Detail window opens.
- Make changes to the General tab or Breakdown tab as necessary.
- Open the CBS Details window and click the Breakdown tab.
Note: The Breakdown tab becomes accessible after the row has been created. To see the Breakdown tab, you must first create the CBS Code and click OK.
- Click the Add button.
- Add a Breakdown Name and Description and click OK.