Add SOV Columns
Columns determine what data is displayed on the SOV sheets. You can add, modify, delete, hide/unhide columns on the structure. Any modifications you make on the structure will be reflected on all SOV sheets for that project/shell. Columns can be added to the SOV Template or Structure. Each column represents a data source. At a minimum, include a column for Commits Remaining Balance to enable validation of Spends against the Commits.
Note: This information is applicable to adding or editing columns in an SOV template or structure.
To add an SOV column:
- Open the SOV template or structure.
- Click the Columns button. The columns log opens.
- The three default columns (CBS Code, CBS Item, and Breakdown) for the General Spends and Payment Applications are not editable and do not appear in the log.
- The default columns (Cost Code, Code Name, Cost Line Item Type, and Description) for the Summary Payment Applications are also not editable and do not appear in the log.
- Click New. The Column Properties window opens.
- Complete the Column Properties window and click OK.
In this field: | Do this: |
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Name | The name you choose will appear as the column header. You may manually enter a column name, or, if you leave the Name field blank, the selection you make in the Datasource field will automatically populate the Name field. |
Datasource | All columns must be associated with a data source. The data source that you choose will determine which of the following options are available. |
Single Sources | These values roll up from single defined sources, including business processes. |
Logical Sources | The options are:
Note: Be sure to add a Scheduled Value column to the SOV sheet if you will be doing commitment level funding. |
Entry Method | This is applicable for logical data sources.
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Data Format | Applicable for Manual Entry or Formula columns:
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Display Mode | Refers to whether the column is displayed on the cost sheet.
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Column Position After | The new column will be inserted after the column selected |
Allow sub-breakdown with validation | If this option is selected, the sum of breakdown amounts is validated against the CBS summary amount. That is, the sum of the breakdowns cannot exceed the amount of the CBS code itself. |
Last Published Monday, October 7, 2024