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Import a Subcontractor Schedule of Values from a CSV

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Objective

To import the Subcontractor Schedule of Values line items for a subcontract using a Comma Separated Values (CSV) file. 

Background

In the same way that you can invite an invoice contact to submit a subcontractor invoice for review, you can also invite an invoice contact to provide a more detailed breakdown of line items on the 'Schedule of Values' tab by enabling the 'Subcontractor SOV' tab on a commitment including import from a CSV. 

  • On the general 'Schedule of Values' tab for a commitment, each line item is assigned to a specific cost code and cost type. 
  • On the 'Subcontractor SOV' tab on a commitment, you may be asked to provide a more detailed breakdown of a line item on the 'Schedule of Values' tab. This may be required to provide a more full explanation about the amounts to obtain approval on an invoice. 
  • Values can be entered manually or via CSV import in bulk. 

Things to Consider

  • Required User Permissions
  • Limitations:
  • Additional Information:
    • On the 'Contract Privacy' card, you must select your collaborator's user name in the 'Invoice Contact' fields before your collaborator can see the SOV.
      • Only the detail line items added on the Subcontractor SOV tab does not carry over to the invoice.
      • For companies using the ERP Integrations tool, the Subcontractor SOV line items that you create do NOT sync with your integrated ERP system. 

Steps

Customize the Delimiter & Download a Blank Template

  1. Navigate to the project's Commitments tool. 
  2. Under the Contracts tab, click the Number link for the commitment to open. 
  3. Click the Subcontractor Schedule of Values tab.
  4. Click Edit SSOV. 
  5. At the bottom of the Subcontractor Schedule of Values page, click Import CSV. 
  6. In the Import Subcontractor SOV from CSV window, choose these options:
  7. Click Customize CSV Delimiter to reveal the options. 
  8. Under Choose CSV Delimiter, choose one of these options:
    customize-csv-delimiter-comma.png
    • Comma. Separates data using a  comma (,). This the default option. 
    • Semicolon. Separates data using a semicolon (;).
       Tip
      What is a delimiter? A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data.

  9. Click the Download CSV Template button.
    Procore downloads a template file including the existing SOV line items and the associated information such as Position Number, Budget Code, SOV Amount, SOV Description.  

Add Line Items to the CSV Template

  1. On your computer, open the template that you just downloaded. 
  2. Ensure the SOV Position Number and Subcontractor SOV Amount are included and correct.
     Important
    Any line items without an SOV Position Number or SOV Amount stops the import.
    • SOV Position Number
      Required: This number is generated from the order of the line items in the SOV of the subcontract you have selected. This is a required field for the CSV import so the breakdown in SSOV is allocated correctly to the correct SOV line item on the subcontract. 
    • Budget Code
      Reference: The detailed name of the cost code number in the following format: 'Division-Code - Title'. For example, 01-100 - Summary.
    • SOV Description
      Reference: A detailed description of the SOV line item.
    • SOV Amount
      Reference: The SOV amount of the SOV Position Number from the commitment
    • Subcontractor SOV Description
      Optional: A more detailed description of the line item.
    • Subcontractor SOV Amount
      Required: Enter a numeric value or the commitment amount. Do NOT enter commas and or the dollar ($) symbol. For example, '15000' is the correct syntax. If there is no dollar amount to enter, be sure to enter 0.00. The import does NOT accept a blank cell. 
       Note
      Line items left blank are ignored.

Import the Completed CSV Template to Procore

  1. Return to the Import Subcontractor SOV from the CSV window. 
  2. Click the Upload File button.

    customize-csv-delimiter.png
  3. Click Upload File and navigate to the completed template to upload it.
  4. Click Import.
     Tip
    • How do I know if the import was successful? A GREEN success banner appears when the import process is successful.
    • How do I get details about a file error? A RED error banner appears where there is a file error. Click the Show Errors button pictured below to reveal more specific information about the error to correct.

    show-errors-button.png