Customize SOV with Budget Line Item Groups

Modified on Tue, 17 Feb at 1:37 AM

Linarc automatically generates a draft Schedule of Values (SOV) by mapping every budget line item directly to your contract. You can group budget line items by custom categories—such as location, floor, or phase—even if they originate from different contract lines. This feature allows you to reorganize these items into logical groups to simplify payment applications and align the billing structure with your project’s Work Breakdown Structure (WBS). You can,

Bundle multiple budget lines into a single SOV row to reduce complexity during the billing cycle.
Assign custom labels to the groups to define how they will appear on official pay apps, invoices, and other financial documents.

Create Custom SOV groups

Ensure you are on the 'SOV' screen. If not:
- Click the app launcher icon in the top-right, and select "Finance" from the drop-down
- Click 'Contract' at the top, then select 'SOV' from the options on the left

The 'Schedule of Values' screen opens with the list of budget line items grouped under each contract line item:

The table consists of the following columns:

SOV Line Item - The label that appears on payment applications and invoices, which is initially auto-populated with the contract line item names until custom groups are created.
Budget Line item - The individual cost item derived from the project budget that is mapped to the SOV line item
Quantity- The total number of units allocated for the specific work item.
UOM - The unit by which the amount of work done is measured
Total Budget - The total monetary value assigned to the line item, representing the sum of labor, materials, and equipment.
Location - The specific area of the project, where the cost and work are allocated.

To create custom SOV groups:

Click the serial number of an entry to select.
Use the 'Ctrl' or 'Shift' keys on your keyboard to select more than one line item at a time

Click thebutton to group them under a custom SOV label

Enter the SOV label in the text box and click 'Yes' to continue
Repeat the process to add more SOV groups

Lock the SOV Layout

Lock the grouped SOV layout to finalize and generate the planned billing schedule.

Click the button on the top right

Click 'Yes' to confirm your action and continue

SOV Line Item - The specific label that will appear on the planned billing and payment applications.
Total Budget - The total monetary value assigned to the line item, representing the sum of labor, materials, and equipment.

Note: You can rearrange line items under any group as often as needed. However, once the SOV layout is locked, groups and layout settings can no longer be edited.

Search, filter, and sorting options

Use the 'Search' box located at the top left to find a template using any value from the table as search criteria
Right-click the column header and customize the display and order of the columns as you wish
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:

Hover over a column header and click the icon to sort the rows in ascending or descending order of entries in that column

View Groups and Subtotals

You can get totals and subtotals of numerical data for any selected set of records by grouping and applying nested grouping. Use the icon at the top right to organize the data by column headers
The system automatically aggregates relevant numerical values, giving a structured breakdown and a clear view of the grand total distribution. See Group and Organize Items in a List View for more details

Download as Excel Sheet

Click the button at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details