Import Commitment SOV Line Items from a CSV File
Objective
To import the Schedule of Values (SOV) line items for a purchase order or subcontract using a Comma Separated Values (CSV) file.
Background
To save time from manually adding line items to a purchase order's or subcontract's SOV, you can download a CSV file from your project, add your line items to that file, and then import it into Procore.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
OR - 'Read Only' or 'Standard' level permissions on the project's Commitments tool with the 'Update Purchase Order' and ''Update Work Order Contract' granular permissions enabled on your permission template.
- 'Admin' level permissions on the project's Commitments tool.
Prerequisites
- The purchase order or subcontract must be in the Draft status.
- Review What are the requirements for importing SOV Line items from CSV?
Steps
- Download the Schedule of Values CSV Template
- Add SOV Line Items to the CSV Template
- Upload the Completed CSV Template to Procore
Download the Schedule of Values CSV Template
Depending on the current Commitments tool experience in your environment, choose the appropriate steps below:
SOV Import Window on the Legacy Commitments Experience |
SOV Import Window on the Beta Commitments Experience |
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After completing the steps above, continue with Add SOV Line Items to the CSV Template.
Add SOV Line Items to the CSV Template
- Open the CSV template that you downloaded.
- Identify which accounting method the purchase order or subcontract is using. See How do I set the accounting method for a contract or funding?
- Follow one of these steps to add line items to CSV file:
Amount-Based Accounting Method
When a contract is using the amount based accounting method (see How do I set the accounting method for a contract or funding?), enter line items in the downloaded template file as follows:
- Sub Job Code
If sub jobs are enabled on your project, enter the sub job code. This column only appears when sub jobs are enabled.NoteS
- To enable sub jobs, see Enable Sub Jobs for WBS.
- For customers using Procore's ERP Integrations tool, see Which integrated ERP systems support the sub job concept?
- 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'. For example, 01-100 - Summary. - Cost Code Number
The cost code number in the following format: 'Division-Code'. For example, 01-100. - Description
Optional: A more detailed description of the line item. - Line Item Type
Enter the appropriate cost type abbreviation for the cost code.Notes
- If your company is using Procore's default cost types and abbreviations, see What are Procore's default cost types? for a list of abbreviations.
- If you do NOT enter a valid abbreviation, the system will automatically classify the entry under 'Other'. If your company's Procore Administrator has created a list of custom cost types, enter one of those abbreviations here. See Add Company Cost Types.
- If your project is NOT being synced with an integrated ERP system, this entry is optional.
- If your project is being synced with an integrated ERP system that supports the 'Cost Type' concept, this entry is required. See Which integrated ERP systems support the 'Cost Type' concept?
- Amount
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 will NOT accept a blank cell.
Note: Blank lines still count as lines in the import process, so be sure to delete them from the end of the CSV file before importing.
Unit/Quantity Based Accounting Method
When a contract is using the unit/quantity-based accounting method (see How do I set the accounting method for a contract or funding?), enter line items in the downloaded template file as follows:
- Sub Job Code
If sub jobs are enabled on your project, enter the sub job code. This column only appears when sub jobs are enabled.Notes
- To enable sub jobs, see Enable Sub Jobs for WBS.
- For customers using Procore's ERP Integrations tool, see Which integrated ERP systems support the sub job concept?
- Subtotal Override
To override the automatic calculation of the subtotal, enter a value here. If you enter a value here, always leave the Automatic Calculation fields ('Quantity', 'Unit Description', and 'Unit Price') blank. Do NOT complete both.
OR - Automatic Calculation
To use Procore's automatic calculation feature, enter a value in these fields. Do NOT complete the fields if you entered a value in the 'Subtotal Override' field.Note
- If your project is being synced with an integrated ERP system that supports the 'Cost Type' concept, these entries are required. See Which integrated ERP systems support the 'Cost Type' concept?
- If your project is NOT being synced with an integrated ERP system, these entries are optional.
- Quantity
Enter a numeric value representing the quantity of the unit. - Unit Description
Enter a description of the unit. - UOM
Enter a UOM abbreviation for the line item. See Which units of measure are included on Procore's master list? - Unit Price
Enter the price per unit. - Cost Type
Enter a valid cost type abbreviation for the cost code. See What are Procore's default cost types? and Add Company Cost Types. If your cost type entry does NOT exactly match a cost type in your company's Procore account, Procore will automatically classify the entry as the 'Other' cost type.
- Optional: Description
Enter a detailed description of the line item. - Cost Code Number
Enter a cost code number in the following format: 'Division-Code'. For example 01-100. - Cost Code Name
Enter a detailed name of the cost code number in the following format: 'Division-Code - Title'. For example 01-100 - Summary. - Budget Line Item
Enter a budget line item from the prime contract's 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.
Import the Completed CSV Template to Procore
Depending on the current Commitments tool experience in your environment, choose the appropriate steps below:
SOV Import Window on the Legacy Commitments Experience |
SOV Import Window on the Beta Commitments Experience |
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