Schedule of Values Progress - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Classic Help

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Smart Materials/Smart Reference Data Version
10.1

You can track schedule of values progress using the SOV Progress and Schedule of Values tabs, which appear if the payment type of the agreement is Schedule of Values.

The Schedule of Values tab allows you to bring the Schedule of Values information from P.50.07 Maintain Agreements, and then you can modify, submit, and approve schedules of values on this tab. The changes done on the Schedule of Values tab are saved in the agreement (see P.50.07 Maintain Agreements) when the approval is done.

The SOV Progress tab allows you to create, modify, submit, and approve period progress numbers.

You must work on the Schedule of Values tab first. The Schedule of Values must be approved before you can track progress on the SOV Progress tab.

  • The ZP_APRSOV and ZP_APRSVP project defaults must be set in order to notify others (by e-mail) about submitted schedules of values. You can assign these project defaults to an approval template of type Schedule of Values and Schedule of Values Progress, respectively.

  • The current user must have the UPDATE PROGRESS privilege in order to modify the progress. Also, the user must have the SOV APPROVAL privilege in order to approve progress or reverse approval.

Populate schedule of values from agreement

  • On the Schedule of Values tab, click Update.

    The records from P.50.07 Maintain Agreements are copied to the Schedule of Values tab.

    SHARED Tip You can now modify records on the Schedule of Values tab.

Submit schedule of values

  • On the Schedule of Values tab, click Submit.

    • If the Sum Overall Total value does not match the Agreement value, the software displays a message and does not allow you to submit the items.

    • After clicking Submit, you cannot modify the items on the Schedule of Values.

Approve schedule of values

  1. On the Schedule of Values tab, click Approval Sequence.

  2. Select the Approved check box.

    After approval, you can click Reverse Approval, which clears all approval and submit indicators.

Create a new SOV progress item

  1. On the SOV Progress tab, click New Progress.

    This button is available when the last submitted progress is approved, and there are no progress items on this tab.

  2. Fill in the necessary details for the progress item.

View the details of an SOV progress item

  • On the SOV Progress tab, select a row, and click Details.

You can change the Period Compl % value and it will not affect the Period Actual Hours value.

Delete a period progress number

  • On the SOV Progress tab, select a row, and click Delete record on the main toolbar.

    A period progress line can be deleted as long as it has not been submitted or approved.

Submit SOV item progress

  1. On the SOV Progress tab, make sure the Period From and Period To fields are completed.

  2. Click Submit.

    After clicking Submit, you cannot modify the progress of the line items.

Approve SOV item progress

  1. On the SOV Progress tab, click Approval Sequence.

  2. Select the Approved check box.

    After approval, you can click Reverse Approval, which clears all approval and submit indicators.