Project or Shell Level SOV Sheets (Standard View)

The following details apply to logs of all the following types of the SOV Sheets:

When you open the SOV sheet from the Schedule of Values log (Cost Manager > User mode > Schedule of Values > for example: General Spends), you will see:

The following explains the toolbar options. The explanations for the grid and the right-hand pane will follow.

Create

Note: This option is available in toolbar of the General Spends type and the Payment Application type SOV logs, only. This option is not available for the Summary Payment Application type SOV log.

Enables you to create an SOV. This option is available only if:

  • You have permission to create an SOV.
  • There are Commits BP records (without a created SOV) in Terminal step.

When you click Create, the Commits window opens that lists all of the Commit BPs for which an Schedule of Value (SOV) has not been created, yet. Use the Find on Page option to search for a particular Commits BP record. The column headers are according to the Commits BP log column headers in uDesigner.

Once you select a Commits BP record from the list, Unifier creates the SOV for the selected record.

Create Structure

You will see this option on the toolbar if:

  • You have permission to edit the SOV structure.
  • The SOV structure has not been created, yet.

The Create Structure option in the General Spends type SOV sheets:

  • When an SOV sheet has not been created, and there are no General Spends SOV templates defined at the company-level (Company Workspace > Templates), then when you click this option Unifier displays this message, "No General Spends SOV Template exists."
  • When an SOV sheet has not been created, and there is one, or more, General Spends SOV templates defined at the company-level (Company Workspace > Templates), then when you click this option you will see a list of templates that have been defined at the company-level (Company Workspace > Templates). When you select a template from this list, Unifier displays this message, "You may create only one SOV structure per project. Do you want to continue?" If you select Yes, then Unifier creates a default SOV structure and displays this message, "Structure created successfully."

The Create Structure option in the Payment Applications or Summary Payment Applications type SOV sheets:

When you click Create Structure, the SOV Structure window opens. See "Update Structure" for the details on the SOV Structure window.

Update Structure

You will see this option on the toolbar if you have permission to edit the SOV structure when an SOV structure has been created. When you click this option, the SOV Structure window opens. The following elements are accessible in this window:

  • Add Column (the plus symbol icon): When you click this option, the New Column window opens which enables you to set the column properties. You can edit fields that are allowed, only.
  • SOV Structure Properties (the grid and plus symbol icon): When you click this option, an overlay window (SOV Properties) opens which contains the following blocks:
    • General: Displays the Name and Description fields.
    • Labels: displays all the fields in the Classic View of of the Options tab (Update Structure > File > Properties window).
  • Find On Page
  • Name column
  • Data Source column
  • Data Format column
  • Visible column

For each SOV structure that is listed you have the following options:

  • Delete
  • Menu (the three horizontal bar icon): Enables you to open the Permissions window (similar to Non-Workflow BP or Cost Sheet log). You can use this window to grant or edit permissions to user or groups. All permission fields are read-only.

Actions

To access the Permissions window.

Refresh

To update the list on the screen.

Print

To print the items on the log.

Search

To search for a SOV structure.

Find on Page

To find an item on the page.

When you open the SOV sheet from the Schedule of Values log (Cost Manager > User mode > Schedule of Values > for example: General Spends), you will also see the grid and the right-hand pane.

The gird displays the columns shown in the General Spends SOV sheet log (Classic View).

The right-hand pane displays details related to a record and if there are no details, the following message, "You do not have any details for this view." is displayed on the screen.


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Last Published Monday, April 11, 2022