Managing SOV Structure, Templates, and Sheets

The following topics apply to all SOV sheets. This section explains the following:

Editing SOV sheet

  1. Open the SOV sheet from the Schedule of Values log (Cost Manager > User mode > Schedule of Values). The SOV sheet displays a structure with fields that are populated by the values in the commit BP.
  2. Open the Project/Shell, switch to User mode, and click Cost Manager > Schedule of Values in the left Navigator.
  3. In the Navigator, click one of these options: General Spends, Payment Applications, or Summary Payment Applications to open the Schedule of Values log.

    Note: 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.

  4. Click to select a record from the Schedule of Values log and click Properties from the toolbar to open the Properties window for the SOV sheet record that you want to edit.
  5. Click the Options tab and proceed to edit the fields.

    Note: You can enter a custom label for the Ref, Breakdown, and Description fields. These are the labels that will appear as column names on the SOV sheet. You cannot modify CBS Code and CBS Item. These labels can be modified only on the cost sheet.

  6. Click Close to close the Properties window.
  7. Click Apply and then click OK.

Editing SOV columns

  1. Open the SOV sheet from the Schedule of Values log (Cost Manager > User mode > Schedule of Values). The SOV sheet displays a structure with fields that are populated by the values in the commit BP.
  2. Open the Project/Shell, switch to User mode, and click Cost Manager > Schedule of Values in the left Navigator.
  3. In the Navigator, click one of these options: General Spends, Payment Applications, or Summary Payment Applications to open the Schedule of Values log.
  4. Click to select a record from the Schedule of Values log and click Update Structure from the toolbar to open the SOV Structure window for the SOV sheet record that you want to edit.

    Note: 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.

  5. Click Columns and click to select a column from the Columns Log window.
  6. Click Open to open the Column Properties window and proceed to edit the fields.
    • Notes:
    • Some fields may not be editable. It may be necessary to delete the column and create a new one.
    • Although it is possible to change the entry method for a column (for example, from line item content to direct entry into a cell) use caution when doing so if you have already entered values in the column cells. For example, if you change from line item entry to direct cell entry, the amount value shown in the cell will display correctly. Since this field is an editable field, if you edit this field, the direct entry amount and detailed line item information will be lost.

To move a column, from the Columns log, select a column to move, and then click Move Up (Left) or Move Down (Right). The order that the columns appear in the log window is the order (from left to right) that they appear on the sheet.

To delete SOV columns:

  1. Select a column from the Columns log and click Open to open the Column Properties window.
  2. Click Delete. The column will be deleted.

    Note: If the column is being used in a formula in another column, you must remove the column from the formula before you can delete it. If the column contains a cell with line item data, you must first remove each line item before it can be deleted.

Deleting SOV sheet

Select the sheet from the log window and click Delete. If you delete an automatically created SOV sheet, you will have to recreate it manually.

Note: You cannot delete an SOV for Payment Applications.

Searching for SOV sheet

You can search for SOV sheets by the SOV Base Record or SOV Description.

  1. In the Schedule of Values log window, click Find.
  2. In the Search by drop-down list, select SOV Base Record or SOV Description.
  3. In the Search for field, enter the search criteria. Click the Search button. The log will display the records meeting the search criteria.

Managing SOV sheet data

SOV data is rolled up from Cost-type BPs that have been set up for SOV sheets. As a result, the SOV sheets cannot be edited.

Exporting SOV data

You can export SOV data to a local file system in a CSV format.

  1. Select an SOV Base Record and open.
  2. In the Schedule of Values window, click File > Export (or click Export from the toolbar).
  3. Open the file and review it before saving.
  4. Click Save and specify the location in which to save the CSV file.

Viewing and editing SOV sheet properties

To open the SOV Properties window, from the SOV log, select an SOV sheet and click the Properties button. The Properties window opens. Click the tabs to view properties information.

To edit SOV sheet properties:

  1. Click the Update Structure button on the toolbar.
  2. Click File > Properties.
  3. Click the Options tab to modify information.

You can enter a custom label for the Ref, Breakdown, and Description fields. These are the labels that will appear as column names on the SOV sheet.

Note: You cannot modify the CBS Code and CBS Item labels here. These labels can only be modified in the cost sheet.


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Last Published Monday, April 11, 2022