When a Base Commits Business Process (BP) is approved, it creates a Schedule of Values (SOV) sheet. The SOV sheet is the "working document" on which committed amount are entered. The committed monies shown on the SOV sheet are rolled up to the Company Cost Sheet.
Note: The Change Commit BPs continue to change or add costs to the SOV during the life of the Project/Shell.
Unifier Schedule of Values (SOV) functionality provides a way to assemble information from contract, change order, and invoice/payment BPs into a SOV sheet, streamlining the process of invoicing for completed phases of a Project/Shell.
SOV functionality is available for Cost type BPs in which the "Allow creation of Schedule of Values" option is defined, or selected, in the design properties. The BPs can be designed to create an SOV sheet automatically upon reaching the designated step.
You may define one SOV sheet per Commit BP, for example, a Purchase Order or a Contract. Rows are automatically populated based on the CBS/Cost/Accounts codes defined in the Commit BP.
Similar to the Cost Sheet, you can create SOV sheet views for better view of data. From the SOV sheet log (User mode > Cost Manager > Schedule of Values > General Spends), you can open:
- BP records
- Base Commits BP records
When you double-click the SOV Sheet of a Base Commits BP record, a window opens that enable you to see the SOV of the Base Commits BP record.
In the Schedule of Values: General Spends window, when you select a SOV Base Record, you can click the gear menu (
) and perform one of the following:
- Open a record (Open)
You can also open a record by clicking the record number link in the Properties tab (right-hand pane of the log window).
- Set permissions for a record (Permissions)
- Open a SOV Base Record in Standard View (Open Base Record)
- Open a record in Classic View (Open Classic Interface)
When you open an SOV Base Record, the Lineitem Type column includes an active data element link, which enables you to access the line item and edit the data.
When you open an SOV Base Record, the following tabs are displayed on the right-pane:
- General
- Breakdown
- Attachments
In classic view, you could add attachments, but in the standard view this option is not supported.
- Notes
- Fund Assignment Order
The contents of this tabs are read-only, and the View Transactions is similar to Cost Sheet.