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Procore

Edit Commitment Subcontractor Schedule of Values (as a Sub)

Objective

To edit a commitment's subcontractor Schedule of Values (SOV) as a subcontractor. 

Background

In the same way you can create subcontractor invoices for a contractor's approval, you can also enter your detailed schedule of values breakdown for the contractor's approval. 

Things to Consider

  • Required User Permissions:

    • The following must be true to edit and view the Subcontractor SOV:

      • 'Standard' permissions to the Commitments tool

      • Listed as the Invoice Contact on the commitment. See "Create Invoice Contacts" in the See Also section below.

      • Listed in the Private section in the General subtab.

  • Prerequisites: 
    • The "Enable Subcontractor SOV" setting in the Advanced Settings tab must be turned on. See "Enable Subcontractor SOV" in the See Also section below.
  • Additional Information:
    • If your project is ERP integrated, the detailed Subcontractor SOV line items that you build out next will not sync with the ERP system.  Only the general schedule of values will sync with the ERP system.
    • The status of the subcontractor SOV must be in 'Draft' or 'Revise & Resubmit' for the SOV to be editable or updated by the subcontractor. 

Steps

From an email
  1. If the contractor has issued you an invitation to break down your schedule of values, you'll receive an email notification. Click the Go to Procore button. 
  2. The Subcontractor SOV tab will open in Edit mode.
  3.  Click + Add Line to add a detailed breakdown for each line item. 
  4. When you are done adding line items, click Submit for Review. This will set the status to "Under Review." Once you submit the subcontractor SOV to the contractor, you will not be able to edit it unless the contractor changes the status to Revise & Resubmit. 
    Note: You are unable to click Submit for Review 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.
From the web
  1. Navigate to the Commitments tool.
  2. Click Edit next to the Commitment you want to break down your schedule of values for. 
  3. Select the Subcontractor SOV subtab.
  4. Click Edit
  5. Click +Add Line Item to add a detailed breakdown for each line item.
  6. When you are done adding line items, click Submit for Review. This will set the status to "Under Review." Once you submit the subcontractor SOV to the contractor, you will not be able to edit it unless the contractor changes the status to Revise & Resubmit. 
    Note: You are unable to click Submit for Review 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.

See Also

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