Typically, Commit Business Processes (BPs) such as Contracts and Purchase Orders, will be designed in uDesigner to automatically create an SOV sheet upon reaching a specified status. Occasionally, the Business Process (BP) may allow manual sheet creation.
When you create and send a Cost-type BP in a Project, Unifier automatically creates a Schedule of Values (SOV) sheet for that BP record. The General Spends SOV sheet column structure must include required columns and correct formulas for validating summary commitments (by Cost code) and remaining commits balance. You need to define a formula for remaining commits balance, which reflects the amount of commits minus actual spends. This is to ensure that the Spends BP line items are not overdrawn from SOV breakdowns.
Once the SOV template structure is set up for a General Spends SOV sheet, the rest of the SOV sheets are created based on the same structure.
Note: If you manually create an SOV sheet, you can only create one based on an approved commit BP record.
Follow these steps to create a General Spends SOV sheet manually:
- In the Schedule of Values log, click the New button. The Select Commit window opens.
- Select a commit BP (e.g., a purchase order) and click OK. The SOV sheet is added to the log.
Note: If the commit BP has been set up in uDesigner to automatically create an SOV sheet upon the end step, the above procedure is not required.
To view cell details, click a link (e.g., Amount or Ref) to open the Cell Detail window. Double-clicking on a record from the list window shows the details of the record.