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Support Home > Products > Procore > Procore User Guide > Project Level > Commitments > Tutorials > Add a Line Item to a Schedule of Values

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:
      • For Dexter + Chaney, 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. 
      • For 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.
      • For 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) category. You can update category assignments in Procore (see Assign Default Categories to Cost Codes).

     

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:

    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
    • 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.
      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
    • 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.
  6. Click +Add.
  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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