Add CBS Breakdown

Breakdowns are used in SOV sheets. Invoices can be created from SOVs that can include CBS breakdowns. The breakdowns are not accessible in any BP except Spends BPs, and are not associated with data definitions, and so are not reportable.

The breakdown applies to a single project/shell, and can be applied across projects/shells by adding CBS code rows and breakdowns to Cost templates, or creating cost sheets from previous project/shell cost sheets with breakdowns.

You may add as many breakdowns as you need. When you select OK, the system will perform a validation check. If the CBS code is already in use in a cost sheet transaction, the system will not allow the addition of a breakdown.

Note: If you have locked the budget, you will need to unlock it first to access the Rows window.

You can also add breakdowns directly to SOV sheet. This is done in User mode on the SOV sheet.

To add a CBS Breakdown:

  1. From the Cost Sheet, select Manage Rows. The Rows window opens.
  2. Select the CBS Code to be edited, which appears as a link. The right pane opens to display the Breakdown and Audit Log tabs.

    Note: The Breakdown tab becomes accessible after the row has been created. To see the Breakdown tab, you must first create the CBS Code and select Save.

  3. Select Add Breakdown.
  4. Add a Breakdown Name and Description, and select Save.

Last Published Monday, October 13, 2025