Edit SOV progress details - Intergraph Smart Materials - Version 10.1 - Help - Hexagon PPM

Intergraph Smart Materials Portal Classic Help (10.1)

PPMProduct
Intergraph Smart Materials
aSubProduct
Portal Classic
PPMCategory_custom
Help
Version_SPMat_custom
10.1

To track the period progress, you must edit the detail information.

  1. Click Progress and Payment - SOV Progress on the menu.

  2. Select a period progress number that is not submitted.

  3. Select the Details tab.

  4. Click Add Price Breakdown AddIcon.

  5. Select all activity items you want to add to the period progress.

  6. Click Add.

  7. Optionally, enter the date when this activity is planned to start in the Forecasted Start box.

  8. Optionally, enter the date when this activity is planned to be completed in the Forecasted End box.

    The forecasted start and forecasted end dates trigger the calculation of the expected progress percentage.

  9. When the activity has been completed within the period, enter the date of completion in the Actual End Date box.

  10. To edit the actual labor hours of the period, do the following:

    • Click Details in the Labor Hours box.

      The Details link is only available if labor details are defined for the selected price breakdown item.

    • For each record, type the number of hours spent in the period in the Actual Hours box.

    • Click Save.

    • Click Period Progress Details to return to the previous page.

  11. In the Actual Hours box, type the hours that were spent for this activity in the current period.

    The Actual Hours box is only editable if no labor details are defined for the selected price breakdown item. Otherwise, the actual hours are populated from the labor details.

  12. In the Forecast Hours to Complete box, type the estimated hours to complete this activity.

  13. Type the percentage of progress for this period in the Period Progress box.

  14. Alternatively, type the progress value for this period in the Period Completed Value box.

    If you enter the period progress percentage, the period completed value is calculated, and vice versa.

  15. Click Save.

SHARED Tip To delete an item, select the item and click Delete Price Breakdown DeleteIcon.