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Procore

Add a Line Item to a Schedule of Values

 

Objective

To add a line item to a Schedule of Values (SOV) for a subcontract or purchase order in the Commitments tool to account for costs included in the commitment.

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Commitments tool.
  • If your company has enabled the ERP Integrations tool:

    • In order to send the commitment to the ERP Integrations tool to be accepted for export by an accounting approver:
      • QuickBooks. The commitment must have at least one (1) SOV line item with a QuickBooks cost code. The cost code does not need to be assigned to a category, because QuickBooks does not support the category concept.
      • Sage 100 Contractor. A commitment must have one (1) SOV line item with a Sage 100 Contractor cost code. In addition, the cost code must be assigned to at least one (1) cost type. See Assign Default Cost Types To Cost Codes.
      • Sage 300 CRE. The commitment must have at least one (1) SOV line item with a Sage 300 CRE cost code. In addition, the cost code must be assigned to at least one (1) cost type. See Assign Default Cost Types To Cost Codes.
      • Spectrum. The commitment must have at least one (1) Schedule of Values (SOV) line item with a cost code from the Spectrum project. The cost code must be assigned to at least one (1) category. Category assignments must always be updated in Spectrum. 
      • Viewpoint® Vista™ Integration by Ryvit. The commitment must have at least one (1) SOV line item with a Viewpoint® Vista™ Integration by Ryvit phase code. In addition, the cost code must be assigned to at least one (1) category. See Assign Default Cost Types To Viewpoint® Vista™ Cost Codes). Important! When a commitment is exported to Viewpoint® Vista™ Integration by Ryvit, it must have a unique commitment number. Procore recommends that the numbering convention you set up for the Commitments tool is preceded by the Project Number and then uses the default numbering system. For example, if your Project Number is 001, your numbering system would be 001-001, 001-002, 001-003, and so on. 

Steps

  1. Navigate to the project's Commitments tool.
  2. Click Edit next to the subcontract or purchase order you want to add a line item to.
  3. Click the Schedule of Values tab.
  4. Click the Edit button.
  5. Fill out the following fields:
    1. For Amount Based contracts: (To edit your accounting method before adding schedule of value line items, see "Edit Advanced Settings Subtab in Commitments" in the See Also section below. For more information on accounting methods, see "How do I determine my accounting method?" in the See Also section below.)

      commitment-sov2015-06-03_11-43-09.png
      • Prime Contract Line Item:  If you do not have change events enabled, select the related line item from your Prime Contract. If the item is not accounted for in the Prime Contract, select Not Budgeted.
      • Change Event Line Item: If you have change events enabled, you can select a change event line item if the commitment needs to be linked to a change event.
      • Sub Jobs: Any sub jobs on the project that you have synced will appear in this drop-down menu. All cost codes related to sub jobs will appear in the following field. See "Add a Sub Job to a Procore Project" in the See Also section below.
        Note: If your company has enabled the ERP Integrations tool for Sage 300 CRE, see "Add a Sage 300 CRE Extra to a Procore Project as a Sub Job" in the See Also section below. 
      • Cost Code: Select the appropriate cost code for the line item.
      • Description: Enter a more detailed description for the line item.
      • Type: Select one of the following types: Labor, Equipment, Commitment, Owner CostsMaterials, Professional Services, or Other.
      • Amount: Enter in the cost for the new line item 
    2. For Unit/Quantity Based Contracts: (To edit your accounting method before adding schedule of value line items, see "Edit Advanced Settings Subtab in Commitments" in the See Also section below. For more information on accounting methods, see "How do I determine my accounting method?" in the See Also section below.)
      • Prime Contract Line Item:  If you do not have change events enabled, select the related line item from your Prime Contract. If the item is not accounted for in the Prime Contract, select Not Budgeted.
      • Change Event Line Item: If you have change events enabled, you can select a change event line item if the commitments needs to be linked to a change event. 
      • Sub Jobs: Any sub jobs on the project that you have synced will appear in this drop-down menu. All cost codes related to sub jobs will appear in the following field. See "Add a Sub Job to a Procore Project" in the See Also section below.
      • Cost Code: Select the appropriate cost code for the line item. 
      • Description: Enter a more detailed description for the line item.
      • Cost Type: Select one of the following types: Labor, Equipment, Commitment, Owner Costs, Materials, Professional Services, or Other
      • Qty: Enter in the quantity of the line item. 
      • Units: Enter in the units used to measure the item. 
      • Unit Cost: Enter the unit cost. The subtotal will automatically calculate based on what you put in the Qty and Unit Cost columns. 
  6. Click +Add. If the combination of the sub job, cost code, and cost type are non-budgeted, a pop-up will appear asking to confirm to add this line item to the budget. If OK is selected, this line item will be added directly to the Budget with a "?" next to the line item. See "Add a Partial Budget Line Item" in the See Also section below.
  7. Add additional line items as needed. 
  8. Click one of these buttons:
    • Save. Click this button to save your purchase order. 
      OR
    • Save & Email. Click this button if you are ready to forward the purchase order to the subcontracting company. Be sure to change the status of the commitment, as necessary, to keep it up-to-date.

 

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