A new style of VAP matrix has been introduced which is easier and faster to use, and allows you to update the matrix screens like a spreadsheet. You can quickly scroll up, down, left and right, and update single cells, or highlight multiple cells and update them. "Go to" options allow you to jump to individual cells. Updates are saved as you enter them, but there are options to undo changes to cells, rows, columns and the entire matrix.

The new-style matrix is available on:

Standard House Types Budget
A new Development Budget Workbench which incorporates tabs for House Type Budgets and Plot Budgets.
Subcontract Order Matrix
Subcontract Certificate Matrix
Tick Group Valuation Matrix
cost head Valuation Matrix

Initial Configuration

Valuation Methods

The only valuation methods that are supported by the new matrix screens are tick group valuations and cost head valuations. If you have previously used a different method of valuation, we recommend you configure tick groups to provide the required level of detail at which to do your valuations. Some (or all) tick groups can be set to value in detail if required.

Functions Access

These changes mean that a number of old functions have been replaced by new ones, so security access for all users/groups with access to these areas of matrix functionality will need to be reviewed and updated on upgrade.

New Function	Description	Old Function
Standard House Type Budget
%WVP2340FVUD	Initial Selection Page	%WVP2160FVUD
%WVP2341SVUD	Standard House Type Budget Matrix	%WVP2170SVUB
%WVP2341SVUDMXU	Standard House Type Budget Matrix Update	%WVP2170SVUBU
%WVP2343RVUB	Standard House Type Budget Load Selection	N/A
%WVP2341CVUB	Standard House Type Budget Load Processing	N/A
%WVP2331BERR	Standard House Type Budget Load Errors	N/A
%WVP2331BERRX	Standard House Type Budget Load Errors Export	N/A
%WVP2341RVUB	Copy Standard House Type Budget	%WVP2175FVUB
%WVP2342RVUB	Uplift Standard House Type Budget	%WVP2171FVUB
Development Budget Workbench
%WVP2330BVSI	Development Browse	%WVP2180FVSI
%WVP2330BVSIX	Development Browse Export	N/A
%WVP2330BVSIL	Development Browse Row Actions	%WVP2190BVSIL
%WVP2331FCOI	Development Browse Row Actions - Lock Budget	%WVP2191FCOI
%WVP2332FCOI	Development Browse Row Actions - Unlock Budget	%WVP2192FCOI
%WVP2330BCOI	Development Browse Lock/Unlock History	%WVP2190BCOI
%WVP2330BCOIX	Development Browse Lock/Unlock History Export	N/A
%WVP2330CVSI	Development Budget	%WVP2180SVSI
%WVP2331SVSI	Development House Type Budget Matrix	%WVP2170BVUB
%WVP2331SVSIMXU	Development House Type Budget Matrix Update	%WVP2170SVUBU
%WVP2330SVSI	Development Plot Budget Matrix	%WVP2180BJSC
%WVP2330SVSIMXU	Development Plot Budget Matrix Update	N/A
%WVP2332RVUB	Apply House Type Changes to Plots	N/A
	This is a new process that needs to be run after the development house type budget has been updated. This will then apply the changes made at house type level to the associated plots. Previously this was automatic when saving the development budget but for performance this has now been separated out into a separate process.
%WVP2331RVUB	Development House Type Budget Load Selection	%WVP2177FVUB
%WVP2331CVUB	Development House Type Budget Load Processing	N/A
%WVP2331BERR	Development House Type Budget Load Errors	N/A
%WVP2331BERRX	Development House Type Budget Load Errors Export	N/A
%WVP2183RVBP	Development Plot Budget Load Selection	%WVP2183RVBP
%WVP2183CVSI	Development Plot Budget Load Processing	%WVP2183CVSI
%WVP2183BERR	Development Plot Budget Load Errors	%WVP2183BERR
%WVP2183BERRX	Development Plot Budget Load Errors Export	%WVP2183BERRX
%WVP2183BWAR	Development Plot Budget Load Warnings	%WVP2183BWAR
%WVP2183BWARX	Development Plot Budget Load Warnings Export	%WVP2183BWARX
%WVP2183BWARL	Development Plot Budget Load Warnings Actions	%WVP2183BWARL
%WVP2183UVBP	Development Plot Budget Load Process Warnings	%WVP2183UVBP
%WVP2333RVUB	Development House Type Budget Copy	%WVP2175FVUB
%WVP2334RVUB	Development House Type Budget Uplift	%WVP2171FVUB
%WVP2331RVBP	Development Plot Budget Uplift	%WVP2181FVBP
%WVP2333FCOI	Lock Budget	%WVP2191FCOI
%WVP2334FCOI	Unlock Budget	%WVP2192FCOI
Valuation by Cost Head
%WVP2360FVVD	Initial Selection Page	%WVP1060FVVD
%WVP2361SVSI	Development Valuation Page	%WVP1060SVSI
%WVP2360SVSI	Cost Head Valuation Matrix	%WVP1060BJSC
%WVP2360SVSIMXU	Cost Head Valuation Matrix Update	%WVP1060SVSIU
%WVP1071RSBP	Create Certificates from Valuation	%WVP1071RSBP
%WVP7012RVVD	Update Construction Stage from Valuation	N/A
	This is a new process that needs to be run after the valuation has been updated. This will then update the construction stage on each plot based on the valuation progress. Previously this was automatic when saving the valuation but for performance this has now been separated out into a separate process. This is only applicable to users who have the House Sales parameter UPDCSVAL set to Y.
Valuation by Tick Group
%WVP2350FVVD	Initial Selection Page	%WVP1067FVVD
%WVP2351SVSI	Development Valuation Page	%WVP1067SVSI
%WVP2350SVSI	Tick Group Valuation Matrix	%WVP1067BVPG
%WVP2350SVSIMXU	Tick Group Valuation Matrix Update	%WVP1067SVSIU
%WVP1067BDOC	Valuation Photos	%WVP1067BDOC
%WVP1067BDOCG	Valuation Photos Generate	%WVP1067BDOCG
%WVP1071RSBP	Create Certificates from Valuation	%WVP1071RSBP
%WVP7010RVVD	Unvalue Development	%WVP7010RVVD
%WVP7011RVVD	Auto Value Build Complete Plots	%WVP7011RVVD
%WVP7012RVVD	Update Construction Stage from Valuation	N/A
	This is a new process that needs to be run after the valuation has been updated. This will then update the construction stage on each plot based on the valuation progress. Previously this was automatic when saving the valuation but for performance this has now been separated out into a separate process. This is only applicable to users who have the House Sales parameter UPDCSVAL set to Y.
Order Matrix
%WSC2015SVSC	Order Matrix	%WSC2012BVCC Order Matrix Payment Stages Browse
%WSC2015SVSCMXU	Order Matrix Update	N/A
Certificate Matrix
%WSC1011SVCD	Certificate Matrix	%WSC1010BVCC Certificate Matrix Payment Stages Browse
%WSC1011SVCDMXU	Certificate Matrix Update	N/A

Features of New Matrix Screens

Matrix screens - navigation

The screens scroll left and right, and up and down. You can scroll using the scrollbars or the cursor keys on your keyboard, and scroll up and down using the mouse wheel.

Frozen columns to the left of the screen identify the rows (for example, the stage, tick group, plot or house type). You can resize the frozen columns to give more space for the remaining columns.

The current row in the frozen columns section, and the current cell, are both highlighted.

Highlighted Row and Cell

Two Search fields at the top of the screen (one for the rows, and one for the columns) allow you to jump directly to any cell in the matrix. Select the row and/or the column you want to jump to, and click the Apply button.

Search Fields

If you make more space available (for example, by resizing the window or changing the zoom level), additional rows and columns are displayed.

Matrix screens – sorting

You can change the order in which the columns are arranged across the page; click the Sort button

and select the appropriate option.

Sort Button and Options

You can also change the order in which the rows are sorted by clicking a column heading in the frozen columns area. The arrow shows which order the rows are sorted in.

Sorted Column

Totals

You can show totals for the columns and rows.

Click the Total button.

A totals column in the frozen columns area shows the totals for each row, and a totals row at the top of the matrix (below the column headers) shows the totals for each column.

Total Rows and Columns

The Total button turns yellow to show that totals are being displayed.

If you have filters applied, the totals only show the totals of the filtered cells.

Matrix screens – Filters

You can filter the data in the matrix. The fields that are available for you to filter by depend on the specific screen.

Click the Filter button to display the filter panel.
Filter Panel
Click Filter On.
Type the values you want to filter by, or click
to use the lookup. Standard Coins ERP+ wildcards are allowed (for example: ASHE* to filter on all codes that begin with ASHE).
Click OK to apply the filter.

The matrix refreshes and shows only the data you have filtered by. The filter button turns yellow to show that a filter is applied.

If you are showing totals, the totals only include the filtered data.

Matrix screens - editing

To update a cell, click it, type the new value, and press Return or Tab. Pressing Return moves the input down to the next available cell in the column; pressing Tab moves the input across to the next available cell in the row.

When you update a cell, its background colour changes to blue.

Updated Cells

Cells with a grey background cannot be updated.

You can copy and paste values between cells.

Your changes are saved automatically; there is no need to save them as you go along.

Note: If you make a mistake, you can undo changes to individual cells, rows, columns or the entire matrix.

VAP Matrix Screens - Overview