To create a Summary Payment Applications SOV sheet, manually, begin by allocating cost to line items based on the line item type (Lump Sum or Unit Cost).
To allocate cost to line items based on the line item type (Lump Sum or Unit Cost), follow these steps.
- Open the Project/Shell, switch to User mode, and click Cost Manager > Schedule of Values in the left Navigator.
- Click to expand the Summary Payment Applications node.
- Select a Base Commit BP (SOV Base Record) that you want to allocate cost to.
- In the left-hand Navigator pane, go to Logs node and click to expand.
- Select the Base Commit BP that you want to allocate and click to open the log window.
- Click to select a record and from the toolbar click Open to open the Base Commit BP form. The Base Commit BP must be Approved before you can allocate.
- Click Edit from the toolbar and change the Status to Approved.
- Add cost by clicking the Add button, located at the lower left-hand corner of the window, and selecting your cost option (Lump Sum or Unit Cost).
- Ensure that the Line Item fields have correct values (Add Cost, Remove Cost, etc.) and when finished click Close Window.
- Click Finish Editing from the toolbar and wait for the process to complete.
- Go to the Base Commit BP under the Summary Payment Applications node.
- Find the SOV Base Record that you have added, select the record, and click Open.
- Inspect the fields to ensure that the record has been added.
Note: Some of the column headings are links. If you click on these types of column headings, you can view more details about the column.
- When finished, click Close Window.