Hierarchical Item Structure

RIVET supports hierarchical SOV structures with parent and child line items. This allows you to organize complex projects with grouped categories that roll up to summary lines.

01What is a Hierarchical SOV?

A hierarchical SOV has line items at multiple levels - parent items that contain child items. The child values roll up to the parent total.

Example structure:

1. Level 1 Electrical                          $150,000
   1.1 Rough Electrical                         $100,000
   1.2 Finish Electrical                         $40,000
   1.3 Testing                                   $10,000

2. Level 2 Electrical                          $200,000
   2.1 Rough Electrical                         $140,000
   2.2 Finish Electrical                         $50,000
   2.3 Testing                                   $10,000

3. Fire Alarm                                   $75,000
   3.1 Devices                                   $35,000
   3.2 Panels                                    $25,000
   3.3 Programming                               $15,000

02Benefits of Hierarchical Structure

• Better organization - Group related work together
• Clearer G703 - Easier to read and review
• Flexible billing - Bill at detail level but show summaries
• Progress visibility - See completion at both detail and summary levels
• Match GC requirements - Many GCs expect this format

03Creating a Hierarchy

Method 1: Create Parent First

1. Create the parent line item (e.g., "1. Level 1 Electrical")
2. Mark it as a summary line or parent item
3. Create child items (e.g., "1.1", "1.2")
4. Assign children to the parent

Method 2: Indent Existing Items

1. Create all line items at the same level
2. Select items that should be children
3. Click Indent or drag under parent
4. Parent becomes a summary line automatically

04Summary Lines vs. Detail Lines

Summary Lines (Parents)

• Have children underneath them
• Value is calculated as sum of children
• Cannot bill directly on summary lines
• Show aggregate progress of children

Detail Lines (Children)

• Have scheduled values you enter
• Bill progress directly on these lines
• Roll up to parent summary

05Depth and Levels

RIVET supports multiple hierarchy levels:

1. Building A                      <- Level 1 (Summary)
   1.1 Electrical                   <- Level 2 (Summary)
       1.1.1 Rough                  <- Level 3 (Detail)
       1.1.2 Finish                 <- Level 3 (Detail)
   1.2 Plumbing                     <- Level 2 (Summary)
       1.2.1 Rough                  <- Level 3 (Detail)
       1.2.2 Finish                 <- Level 3 (Detail)

06How Hierarchy Appears on G703

On the G703 continuation sheet, hierarchical items are indented to show the relationship:

• Summary lines appear with their totals
• Child lines are indented beneath parents
• Values roll up correctly
• Completion percentages show at both levels

07Modifying the Hierarchy

Adding Children to an Existing Parent

1. Click Add Line Item or the + icon on the parent
2. The new item is automatically a child
3. Enter description and value

Moving Items Between Parents

1. Drag the item to the new parent
2. Or use Cut/Paste from the item menu
3. Item numbering updates automatically

Promoting a Child to Parent Level

1. Select the child item
2. Click Outdent or use keyboard shortcut
3. Item moves up one level in hierarchy

08Value Changes in Hierarchies

When working with hierarchical SOVs:

• Changing child values - Parent summary updates automatically
• Adding children - Parent value increases
• Removing children - Parent value decreases
• Moving items - Both old and new parent totals update

09Hierarchy Best Practices

• Consistent structure - Use the same approach throughout (by area, by phase, by system)
• Meaningful parents - Summary lines should represent logical groupings
• Appropriate depth - 2-3 levels maximum for readability
• Clear numbering - Use numbering that reflects the hierarchy (1, 1.1, 1.2 etc.)
• Billable children - All billable values should be at the detail level

10Need Help?

If you have questions about setting up hierarchical SOV structures, contact our support team at support@slpwlk.io.