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CVR Line Aggregation

Updated over a month ago

Overview

For contractors working with large Bills of Quantity (BOQs) with resources under BOQ items, particularly in civil construction, the CVR Cost to Complete (FCTC) breakdown can become overwhelmingly detailed with hundreds or thousands of individual resource lines. The CVR line aggregation feature provides the ability to summarise multiple resource lines for the same cost code into fewer, more manageable entries, while detailed history remains accessible through drill-down lookups.

Aggregation is most beneficial for:

  • Large civil construction projects with extensive BOQs using Full Commercial Manager setup.

  • Full Commercial Manager Contracts with many variations - multiple changes over the life of the project.

Configuration

  1. Enable the parameter.

    1. Navigate to System Parameters.

    2. Locate parameter CV/BRKGROUP.

      This parameter controls whether the aggregation option is available in your CVR model definitions.

    3. Set the parameter to Yes.

  2. Configure your forecast model.

    1. Go to your CVR Model Definition.

    2. Open the CVR item that uses Breakdown in Commercial Manager.

    3. You'll now see a Summarise option with the following attributes available:

      • Section

      • Activity

      • Valid status

      • Cost type/Cost head

      • Category (Cash Out, Cash In, etc.)

      • Contract analysis sets

      • Contract location

      • Contract group

      • Contract type

    4. Select the attributes by which you want to summarise.

      Consider summarizing by:

      • Cost Type/Cost Head - Groups similar cost categories

      • Category - Separates cash flow from cost tracking

      • Contract Analysis Sets - Maintains reporting structure

      • Section/Activity - Keeps work breakdown structure visible

      The key is selecting attributes that match how your team analyses and reports on CVRs.

    5. Save your model definition.

Generating an Aggregated Forecast

  1. Open your CVR.

  2. Select Update/Generate to refresh the CVR.

  3. Coins ERP+ will now aggregate breakdown lines according to your configuration.

Viewing the Aggregated Breakdown

  1. Navigate to the Cost to Complete section.

  2. Click into a cost code to view its breakdown.

  3. Instead of seeing hundreds of individual variation lines, you'll see summarised totals based on your selected attributes.

Accessing Detailed History

You can still access the detailed variation history with aggregation enabled.

  1. From the aggregated breakdown view, locate the resource or item you want to investigate.

  2. Select the lookup/drill-down option.

  3. View all individual variations, amendments, and changes for that specific item.

  4. See the complete history including:

    • Original budget amounts.

    • Each variation reference.

    • Dates and values of changes.

    • Current totals.

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