Generating the SoV
Importing the SoV
Importing additional SoV line items
Exporting to Excel
Side Panel Details
Video

Note: You will not have access to SoV unless there is a Contract first created.

Generating the SoV

1. To populate the SoV, you will first have to download an Excel template. You have the option to either Download sample, which has some prepopulated data for reference, or Download template, for a blank spreadsheet.
   
2. Only the first sheet, TEMPLATE v1a, is editable, where you input each line item that needs to be uploaded as SoV.
   
   
   Refer to the table below for additional details on each field - 

Discipline	Not_Applicable; Div_16; Div_50
Contract Number	Required Field Contract # is auto-generated and should already be available in SYNCHRO Cost. Go to the Contract section to find the number, example: CON-00001
Parent SoV Item Number
SoV Item Number	Required Field
SoV Item Cost Code	Additional functionality available in a future release
SoV Item Description
SoV Item Discipline	The drop-down is based on selected Discipline type
SoV Item Qty	Required Field
SoV Item Unit	Required Field
SoV Item Unit Price	Required Field
SoV Item Grouping
SoV Item Type	Required Field Standard; Material
Estimated Item Number	Available for referencing or comparing with original estimated values
Estimated Item Cost Code
Estimated Item Description
Estimated Item Discipline
Estimated Item Qty
Estimated Item Unit
Estimated Item Unit Price
Estimate Item Grouping

The rest of the sheets are for reference only and cannot be edited.

Disciplines

SoV Item Types

Units

ValidationInstructions

Sample Div50
 

Importing the SoV 

1. To upload the Excel spreadsheet, you can either Drag and drop it or click on browse to search through Windows folders.
   
    

2. If the SoV fails to upload, you will be given a SoV import unsuccessful warning, with a count and details of possible errors.
   Here are some examples of errors that you may encounter -

Invalid contract number – no matching contract exists

 

After reviewing and finalizing the changes, you can Reimport the spreadsheet.

 

Importing additional SoV line items 

1. You can upload additional SoV line items by clicking on Import additional SoV line items.
   
2. You can import a spreadsheet that only has a unique SoV Item Number. You cannot add new line items to the original spreadsheet and upload it, which will result in an import error.
    

3. You can view import history by clicking on the  icon.
   
    

Exporting to Excel 

1. You can choose to display additional data within the Contracts, by expanding and checking on Column Manager  icon.
   
2. Only the displayed columns will get exported to Excel, which you can do so by clicking on  icon. The Excel output will look as follows -
   

 

Side Panel Details 

On clicking Contract #, a side panel will pop out from the right, that gives an overview of the Contract that the SoV line item is assigned to.

Video
www.youtube.com/watch