Creating an SOV Template
An SOV Template needs to be created and set up before you can create a SOV sheet. SOV sheets are created using an SOV Template that defines the columns that will appear on the SOV sheet.
Note: All SOV sheets in a single Project/Shell will use the same template structure.
If an SOV Template does not exist when an SOV sheet is auto-created from a Cost type BP, one will be created automatically with the default columns CBS Code and CBS Item and Breakdown Data. You can edit this structure as needed, but the default columns are not editable.
To create an SOV Template
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Shells > Projects to expand it.
- Click [shell template] > Cost Manager > Schedule of Values > Payment Applications.
- From the toolbar, click Update Structure to open the Payment SOV Structure window.
- From the menu, click File > Properties to open the Properties window.
The Properties window has two tabs: General and Options.
- In the General tab, enter values in the Name and Description fields.
- Click the Options tab.
Use the Options tab to define the labels (Labels block) that will be used for the SOV column headings.
The fields listed in the Labels block are the name of labels that are displayed as column headings on the SOV sheet.
You may change the labels or accept them as is.
For clarity, consider using the same labels as is used in the Cost Template and Cost sheets.
- Read the following and when finished click Apply and then OK.
The following explains how to set up the fields in the Properties window, Options tab:
Field | Description |
---|---|
Item # | Applicable to both Company level templates and Project/Shell level templates.
The Item # field is a system-defined column, with a fixed location on the screen, and it is not available in the column structure window. You can change the Item # column name in the SOV properties page.
|
Ref | Refers to a reference number for the entire commit. (Another example of a label for this column is "Order Number.") |
CBS Code | This field is not editable. |
CBS Item | This field is not editable. |
Breakdown | The CBS Code Breakdown that you specify in the CBS Detail window for that code. |
Description | This label refers to the line item description when the SOV is in line item mode. |
The Schedule of Values node, under Project/Shell templates, contains the following sub-nodes:
- General Spends
- Payment Applications
- Summary Payment Applications
The Summary Payment Applications sub-node lists the Business Processes (BPs) of the Summary Payment Applications SOV sheets that have been configured in the template.
You cannot define the structure if a Base Commits or Change Commits BP of Summary Payment Applications SOV sheet is not configured in the template.
You can define one Summary Payment Applications SOV type template for every Base Commits of Summary Payment Applications SOV type BP.
If the Summary Payment Applications SOV sheet is configured in the Project/Shell templates, you can select columns from the Data Elements that are defined on the Detail form of the Summary Payment Applications SOV sheet, and the Base Commits.
Last Published Thursday, December 14, 2023