The SOV structure is defined at the Project level (User Mode). Any modifications applied to an SOV structure will be reflected on all SOV sheets using that structure, that is, all SOV sheets used in a Project. If an SOV structure does not exist when you auto-create an SOV sheet with a Cost type Business Process (BP), one will be created automatically with the default columns CBS Code, CBS Item, and Breakdown. You can edit this structure as needed. The default columns are not editable.
This section explains how to create, view, add columns to, and edit an SOV sheet structure.
Follow these steps to create an SOV sheet structure:
- Open the Project/Shell, switch to User mode, and click Cost Manager > Schedule of Values in the left Navigator.
- In the Navigator, click one of these options: General Spends, Payment Applications, or Summary Payment Applications to open the Schedule of Values log.
If SOV sheets related to your options are already present, then a structure already exists and you can click Update Structure to update the existing structure.
- Click the Create Structure button. The Select Template window opens.
- Select an SOV template from the list and click OK.
- Read the confirmation message and click Yes to confirm. The SOV sheets will be created using the structure defined by the template. You can use this structure as is or make edits as necessary.
Follow these steps to view, or to set up, the SOV structure:
- From the Schedule of Values log, click the Update Structure button the toolbar to open the SOV Structure window and view the contents and information that is listed under each column.
- Click the Columns button to begin the process of adding additional columns.
- In the Columns log window, click New to open the Column Properties window.
- Enter a name for the column in the Name field..
- Select a data source from the Datasource drop-down list.
- Select a Display Mode to determine whether the new column should appear on the SOV sheet or not.
- Select a position for the new column from the Column Position After field.
- Click OK.
Notes:
- 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.
Follow these steps to edit an existing SOV structure:
- From the Schedule of Values log, click Update Structure to open the SOV Structure window.
- Click the File menu and choose Properties to open the Properties window.
- Make edits as needed in both General and Options tabs and when finished, click OK.
Note: You cannot edit read-only (grayed-out) fields.