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Link a Schedule of Values Item to a Change Event Line Item

Objective

To link a Schedule of Values (SOV) line item on a Commitment, Commitment Change Order (CCO), or Prime Contract Change Order (Prime PCO) to a line item on a change event. 

Background

There are two (2) ways to link an existing change order or a commitment to a change event line item:

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool
      OR
    • 'Admin' level permissions on the project's Change Orders tool

Steps

Link a Commitment's SOV Line Item to a Change Event Line Item

  1. Navigate to the project's Commitments tool.
  2. Locate the commitment that you want to link and click Edit
  3. Click Schedule of Values.
  4. Click Edit.
    Note:
    Procore will restrict you from editing the commitment when the following is true:
    • There are one or more change orders in the Approved status. 
    • One or more invoices have been created for the commitment. 
  5. Under Add Line Item, select the appropriate line item from the Change Event Line Item drop-down list. 
  6. Enter the following information:
    • Cost Code. The cost code from the change event will populate. 
    • Description. Enter a description for the line item. 
    • Type. The type from the change event will populate. 
    • Amount. Enter the amount for the line item. 
  7. Click Save

Link a Change Order's SOV Line Item to a Change Event Line Item

  1. Navigate to the appropriate tool:
    • If you want to link a Prime Contract Change order, navigate to the Prime Contract tool. 
      OR
    • If you want to link a Commitment Change Order (CCO), navigate to the Commitment tool. 
  2. Click Change Orders.
  3. Click Edit next to the Change Order with the line item you want to link to a change event.
  4. Click Schedule of Values.
  5. Click Edit.
    Note: Procore will restrict you from editing the change order if there one or more change orders in the Approved status. 
  6. Under Add Line Item, select the appropriate line item from the Change Event Line Item drop-down list. 
  7. Enter the following information: 
    • Cost Code. The cost code from the change event will populate.
    • Description. Enter a description for the line item. 
    • Type. The type from the change event will populate. 
    • Amount. Enter the amount for the line item. 
  8. Click Save

 

If you would like to learn more about Procore’s change events management software and how it can help your business, please visit our construction change order product page here.