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Procore

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

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Objective

To link a line Schedule of Values (SOV) line item from a commitment, commitment change order, or prime contract change order to a line item on a change event. 

Background

There are three (3) 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 Prime Contracts tool.

Steps

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

  1. Navigate to the project's Commitments tool.
  2. View the commitment you want to edit. 
  3. In the General tab, scroll to the Schedule of Values card.
  4. Click Edit in the Schedule of values card.
    Note:
    Procore restricts you from editing the commitment when the following is true:
    • There are one or more change orders in the Approved status. 
    • The commitment has one or more invoices. 
  5. Click Add Line to create a new SOV line item or choose an existing line item and click the Change Event Line Item drop-down list.
  6. Search for and select an existing change event.
  7. Select a line item from the chosen change event to link to the SOV line item
  8. 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 Contracts tool. 
      OR
    • If you want to link a commitment change order, navigate to the Commitments tool. 
  2. View the contract linked to the change order you are editing.
  3. Click Change Orders.
  4. View the Change Order you want to create a new change event line item from.
  5. Click Schedule of Values.
  6. Click Add Line to create a new SOV line item or choose an existing line item and click the Change Event Line Item drop-down list.
  7. Search for and select an existing change event.
  8. Select a line item from the chosen change event to link to the SOV line item
  9. Click Save. 

Create a New Change Event Line Item from an SOV Line Item

  1. Navigate to the appropriate tool:
    • If you want to link a prime contract change order, navigate to the Prime Contracts tool. 
      OR
    • If you want to link a commitment change order, navigate to the Commitments tool. 
  2. View the contract linked to the change order you are editing.
  3. Click Change Orders.
  4. View the Change Order you want to create a new change event line item from.
  5. Click Schedule of Values.
  6. Click Add Line to create a new SOV line item or choose an existing line item and click the Change Event Line Item drop-down list.
  7. Search for and select an existing change event.
  8. Click Create Line Item.
    ce-create-line-item-from-co.png
  9. Enter the following information: 
    • Budget Code. The cost code from the change event automatically populates the line item. 
    • Description. Enter a description for the line item. 
      Note: On commitment change orders, the Vendor and Contract fields are automatically populated with information from the contract.
  10. Click Create. 
    Note: When users create a new change event line item, the budget code, description and any information currently in the SOV line item will populate back to the newly created change event line item.