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Add a Subcontractor Schedule of Values (SSOV) to a Commitment

 Coming Soon
This tutorial details changes that are coming soon. For details, see Commitments: (Coming Soon!) Removed Sidebar from Commitments Tool.

Objective

To add a Subcontractor Schedule of Values (SSOV) to a commitment.  

Background

In Procore, the Subcontractor SOV tab is enabled on the Commitments tool by default. This tab provides downstream contractors with the ability to provide detailed line items for work performed to upstream contractors. It also ensures that subcontractors do not modify the line items on the commitment's general SOV tab. This is because the intent of a commitment's general SOV tab is to a line item that shows the contract amount for each cost code and cost type. 

For the Subcontractor SOV tab, a general contractor sends a request that the subcontractor to add line items to the Subcontractor SOV when the general contractor requires additional information about the subcontractor's payment for work performed. The Subcontractor SOV can then be reviewed and approved by the general contractor.

Things to Consider

Steps

Create a Purchase Order or Subcontract

Complete the steps in Create a Purchase Order or Create a Subcontract. Then continue by updating the SOV as described in the next step.

Update the Schedule of Values (SOV)

  1. Navigate to the project's Commitments tool.
  2. COMING SOON Click the Summary or Detailed tab. 
  3. Locate the purchase order or subcontract in the list. Then click Edit
  4. Complete the data entry in the General tab.  
     Important

    To provide a subcontractor with the appropriate access permission to update the Subcontractor SOV tab on the commitment,  you must do the following:

    1. Select the subcontractor's company name from the Contact Company drop-down list.
    2. Add the subcontractor to the Invoice Contacts drop-down list.
    3. Add the subcontractor to the Private drop-down list.
  5. Under Schedule of Values, add line items by clicking the click here to add link.
    These are the line items that your subcontractor will break down in to more detail on the Subcontractor SOV.
  6. Add all related line items:
    • 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. 
    • 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 the "Non Budgeted" option.
    • Sub Jobs. Any sub jobs on the project that you have synced will appear in this drop-down. All cost codes related to the sub jobs will appear in the following field. If your company is using the Procore + ERP Integrations tool, see Which integrated ERP systems support the 'Sub Job' concept.
    • Cost Code. Select the appropriate cost code for the item. For example, 02-200 - Earthwork.
    • Description. Enter a brief description about the line item.
    • Cost Type. Select the appropriate item cost type from the drop-down list. For example, Labor or Subcontractor.
    • Tax Code. Select a tax code to use for this line item. This field only appears if you have enabled the tax codes feature. See How can I use tax codes on a project?
    • Amount. Specify the cost of the line item.
  7. Click Add Line Item to add additional line items, as necessary.
  8. Once you are done adding line items, do one of the following:
    • To add subcontractor SOV line items on behalf or your subcontractor, click Create and continue to the Subcontractor SOV subtab (see steps below) to fill in the Subcontractor SOV values.
      OR
    • To invite your invoice contacts to create the Subcontractor SOV line items (see Create Invoice Contacts), click Create and Email to send the Invoice Contacts and email notifying them they can add their subcontractor line items to the Subcontractor SOV tab. See Review a Commitment's Subcontractor Schedule of Values.

Update the Subcontractor SOV (SSOV)

Perform these steps in the purchase order or subcontract:

  1. Click the Subcontractor SOV tab.
  2. Click Edit
    Note: In order to edit the SOV line items, the commitment cannot have subcontractor invoices. 
  3. Click +Add Line Item to add a detailed breakdown for each line item.
  4. When you are done adding line items, click Submit.
    Note: You are unable to click Submit if the Remaining To Allocate value does not equal zero. The Remaining To Allocate amount shows the difference between the sum of our detail line items and the general schedule of values line item.
    Note: The General sub tab and the Subcontractor SOV sub tab each have their own status field. In order to create subcontractor invoices for that commitment, both tabs must have a status of 'Approved.'
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