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Import a Commitment CSV

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Objective

To import a commitment's Schedule of Values (SOV).

Things to Consider

  • Required User Permission: 'Admin' on the Commitments tool.
  • The Commitment must still be in draft.
  • Only .csv files are supported.
  • You can add multiple line items with the same cost code, but they must have different categories. In the example below, two separate line items are created.
    • 02-300 - Earthwork, M, 30,000.
    • 02-300 - Earthwork, L, 60,500
  • If you have sub jobs on your project, you have the option to add the sub job to the commitment. For more information on sub jobs, see Add a Sub Job.
  • Line Item Types/Categories can be found by navigating to the Company level Admin tool and clicking Contract Configuration on the right hand side.
  • To import a line from the CSV the following fields must be filled out (if they are not filled out, Procore will skip over that line and not import it):
    • Cost Code Name
    • Cost Code Number
    • Line Item Type
    • Amount OR Quantity/Description/Unit Price.

Steps

  1. Navigate to the project's Commitments tool.
  2. Click Create Purchase Order or Create Subcontract.
  3. Go to the Schedule of Values subtab.
  4. Click the Edit button.
  5. Scroll to the "Import Schedule of Values From CSV" section and download the blank template (csv_import.csv), which you will use to populate your list of items.

    Important! Add your line items into the provided template CSV file. For compatibility reasons, it's strongly recommended that you only use the provided template (csv_import.csv) for importing your SOV.
  6. Populate the spreadsheet with the line items of your SOV.

    Important! DO NOT rename any of the columns or add/remove columns from the spreadsheet. 
    Make sure to use your project's Cost Codes and Types (as defined under the project's Admin tab > Cost Codes). If you fill out this spreadsheet manually, you do not have to delete unused rows. Procore will not import and create items for any rows where the Amount field is blank.

    For Purchase Orders
    For Subcontracts

For Purchase Orders:

  • Sub Job Code: The sub job code.
  • Budget Line Item: The budget line item number from the Prime Contract SOV. It is not necessary to fill this out, since Procore will tie all Cost Code/Category Combinations together automatically and place them on the Budget tool.
  • Cost Code Name: The detailed name of the cost code number in the following format:
    • 'Division-Code - Title' (e.g. 01-100 - Summary)
  • Cost Code Number: The cost code number in the following format:
    • 'Division-Code' (e.g. 01-100)
  • Description: (Optional) A more detailed description of the line item.
  • Line Item Type: (Optional) The Category Type of your Cost Code. (e.g. Labor, Materials, etc.) You must use one of the supported abbreviations from the list that's defined for your company. For example, if the category type is Materials, use M and not mmaterials, or Materials. Below are the standard Procore Cost Code Types, but your company may have a modified list. (Note: If you add an invalid acronym, the line item's Type will be listed as Other.)
    • L - Labor
    • E - Equipment
    • M - Materials
    • S - Commitment
    • OC - Owners Cost
    • SVC - Professional Services
    • O - Other
  • Quantity: Enter in a numeric value representing the quantity of the unit.
  • Unit Description: Enter in a description of the unit.
  • Unit Price: Enter in the price per unit.
  • Subtotal Override: If you want to override the automatic calculation of the subtotal, enter in a value here. Either fill out this field or the Quantity/Unit Description/Unit Price fields, do not fill out both.

For Subcontracts:

  • Sub Job Code: The sub job code.
  • Budget Line Item: The budget line item number from the Prime Contract SOV. It is not necessary to fill this out, since Procore will tie all Cost Code/Category Combinations together automatically and place them on the Budget tool.
  • Cost Code Name: The detailed name of the cost code number in the following format:
    • 'Division-Code - Title' (e.g. 01-100 - Summary)
  • Cost Code Number: The cost code number in the following format:
    • 'Division-Code' (e.g. 01-100)
  • Description: (Optional) A more detailed description of the line item.
  • Line Item Type:(Optional) The Category Type of your Cost Code. (e.g. Labor, Materials, etc.) You must use one of the supported abbreviations from the list that's defined for your company. For example, if the category type is Materials, use M and not mmaterials, or Materials. Below are the standard Procore Cost Code Types, but your company may have a modified list. (Note: If you add an invalid acronym, the line item's Type will be listed as Other.)
    • L - Labor
    • E - Equipment
    • M - Materials
    • S - Commitment
    • OC - Owners Cost
    • SVC - Professional Services
    • O - Other
  • Amount: Enter a numeric value or the commitment amount. (The use of commas and/or the dollar symbol ($) are not required.) For example, '15000' is correct syntax. If there is no dollar amount to enter, be sure to enter 0.00 (the import will not accept a blank cell). 

    NoteBlank lines still count as lines in the import process, so be sure to delete them from the end of the CSV file before importing. 

 

  1. Specify the type of import/upload action to perform.
    • Delete existing line items, and add CSV as new items
    • Keep existing line items, and add CSV as new items
  2. Select the modified CSV file.
  3. Click the Import button.
  4. Wait a few seconds, and then click the Schedule of Values subtab to refresh the contents of the tab.
  5. Check the import and verify that all items of your commitment were properly imported.
  6. If you need to make further changes to the SOV, click Edit.
    • Manually add additional line items
    • Delete a line item
    • Change the selected cost code number
    • Edit a line item's description, type, and commitment amount
  7. Click Save. (Use the Save and Email button if you want to save your changes, as well as forward a copy of the Commitment using Procore's built-in email feature. You'll also be able to specify recipients and include a brief message about the contract).

 

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Last modified
00:55, 23 Feb 2017

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