Project Level or Shell Level SOV Sheets (Standard View)
The following details apply to logs of all the following types of the SOV Sheets:
- General Spends
- Payment Applications
- Summary Payment Applications
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:
- General Spends
- Payment Applications
When you open the SOV sheet from the Schedule of Values log (User mode > Financial Analysis > Schedule of Values > for example: General Spends), you will see:
- Toolbar options
- Grid
- Right-hand pane
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:
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.
After you select a Commits BP record from the list, the system creates the SOV for the selected record. |
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Create Structure | You will see this option on the toolbar if:
The Create Structure option in the General Spends type SOV sheets:
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:
For each SOV structure that is listed you have the following options:
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Actions | To access the Permissions window. |
Refresh | To update the list on the screen. |
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 grid 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.
SOV Sheet: Description/Breakdown Column
BP forms such as contracts are created with high-level descriptions (in the line items) during the beginning of the project life cycle, and once a contract is approved, the high-level description needs to be updated to provide more details (for example, explaining or adding the payments for the SOV).
Since it is important to be able to update the line items descriptions, once a contract is approved, the Description/Breakdown column will become editable.
Example
Once a contract is approved, and the SOV is created, the owner asks the contractor to update the SOV line items descriptions so that the owner can accurately determine the payments for those SOV line items.
Similarly, a user can add a breakdown to the SOV line items in the General Spends and Classic Payment Applications type SOV Sheet.
The length of the Description/Breakdown column is the same as the length for the short_desc field of the line item.
You can edit the description or breakdown in the following SOV sheet types:
- General Spends (within each individual Commit line item)
- Classic Payment Applications (within each individual Commit line item)
- Summary Payment Applications
Note: Only Users or Groups who have Edit data at the record level, or Full Access, permissions will be able to edit, or modify, or update the data for the Description/Breakdown column.
The following explains how updating the description or breakdown will impact:
- Invoices already reached terminal status or end step
Records that already in terminal status or end step (where user cannot update line items) will not have any impact on the SOV line item description updates.
- Invoices that are in inflight status
When you modify or add a line item and edit the SOV picker for the records that are inflight status you will be able to view the latest SOV description for the lines.
- Invoice records
The SOV picker in line item for the new records will display the latest description for the SOV line item.
- Change orders selecting reference picker to update existing SOV line item
When you select a reference picker to update an existing SOV line item scheduled value the reference picker displays the latest description for the SOV lines.
There is no impact on existing change orders, where the SOV line items are not modified.
- Records created through CSV, Integration, Auto-creation, and BP Templates
All the invoices created using CSV import, CreateBPRecord, CreateBPRecord with attachments using REST V1/V2 services will show the SOV line items with the latest updated description, when the description is set to auto-populate in to the line items.
All the invoices updated using UpdateBPRecord, UpdateBPRecord with attachments using REST V1/V2 services will show the line items with updated SOV descriptions.
All the invoices created through auto-creation and BP Templates will have the latest descriptions for the SOV line items selected.
- Breakdown name
The Breakdown name can be updated in the SOV Sheet in the Description/Breakdown column. The breakdowns can be defined for an SOV line item and can be updated from the Breakdown tab.
Only Users or Groups who have Edit data at the record level, or Full Access, permissions will be able to edit, or modify, or update the data in the SOV Sheet and the breakdown for the Scheduled Values and other direct entry columns.
When exporting the SOV summary sheet, the updated Description/Breakdown will be included in the exported file.
- Audit Log
The Audit log will display the updated description or breakdown. The Audit log will also display the old and new values.
For the Classic Payment Applications SOV sheet type, the following explains how updating the description or breakdown will impact:
- Payment Application records that have already reached terminal status or end step
Records that already in terminal status or end step (where user cannot update line items) will not have any impact on the SOV line item description updates.
- Payment Application records that are inflight and Draft status
When SOV restrictions are allowed
- SOV sheet will be locked for the inflight payment records (accepted or nonaccepted state); therefore, the updated description will be displayed in the inflight payment record.
- Draft payment records will show the updated description as well as other SOV merge updates.
When SOV restrictions are not allowed
- Both inflight (accepted and nonaccepted) and draft payment records will show the latest description for the SOV lines.
- New Payment Application records
When a new Payment Application record is created, the new SOV line items that have been added to the payment grid will show the latest descriptions.
- Change orders selecting Reference picker to update existing SOV line item
When you select a reference picker to update an existing SOV line item or the Scheduled Values, the reference picker displays the latest description for the SOV line items.
Note: There will be no impact on the existing change orders, where line items are not modified.
- Change commits when updating committed line item
When updating a committed line item (by using Add > Modify Committed line item option) the commit line item picker window will show the updated description for both summary SOV line items and cost breakdown SOV line items.
- Records created through CSV, Integration, Auto-creation, and BP Templates
All the payments created using CSV import, CreateBPRecord, CreateBPRecord with attachments using REST V1/V2 services will show the SOV line items with the latest updated description, when the description is set to auto-populate in to the line items.
All the payments updated using UpdateBPRecord, UpdateBPRecord with attachments using REST V1/V2 services will show the line items with updated SOV descriptions.
All the invoices created through auto-creation and BP Templates will have the latest descriptions for the SOV line items selected.
- Audit Log
The Audit log will display the updated description or breakdown. The Audit log will also display the old and new values.
For Summary Payment Applications, the following explains how updating the description or breakdown will impact:
Note: You can update the description for both the Summary and Cost breakdown SOV line items, in the SOV Sheet.
- Summary Payment Application records that have already reached terminal status or end step
Records that already in terminal status or end step (where user cannot update line items) will not have any impact on the SOV line item description updates.
- Summary Payment Application records that are inflight and Draft status
When SOV restrictions are allowed
- SOV sheet will be locked for the inflight payment records (accepted or nonaccepted state); therefore, the updated description will be displayed in the inflight payment record.
- Draft payment records will show the updated description as well as other SOV merge updates.
When SOV restrictions are not allowed
- Both inflight (accepted and nonaccepted) and draft payment records will show the latest description for both the Summary and Cost breakdown SOV line items, in the SOV Sheet.
- New Summary Payment Application records
When a new Summary Payment Application record is created, the new SOV line items that have been added to the payment grid will show the latest descriptions for both the Summary and Cost breakdown SOV line items, in the SOV Sheet.
- Records created through CSV, Integration, Auto-creation, and BP Templates
All the payments created using CSV import, CreateBPRecord, CreateBPRecord with attachments using REST V1/V2 services will show the SOV line items with the latest updated description, when the description is set to auto-populate in to the line items.
All the payments updated using UpdateBPRecord, UpdateBPRecord with attachments using REST V1/V2 services will show the line items with updated SOV descriptions.
All the invoices created through auto-creation and BP Templates will have the latest descriptions for the SOV line items selected.
- Audit Log
The Audit log (in the menu toolbar of the SPA SOV sheet) will display the updated description or breakdown for both the Summary and Cost breakdown SOV line items, in the SOV Sheet. The Audit log will also display the old and new values.
Last Published Monday, August 28, 2023