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Procore

Update the Subcontractor SOV on a Commitment

Objective

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

Background

A Subcontractor Schedule of Values (Subcontractor SOV) on a commitment is typically completed when the upstream contractor (for example, a general contractor) requires a detailed line item breakdown of work performed by a downstream contractor (for example, a subcontractor). 

Example

A general contractor has created a subcontract and one of the line item on the commitment's general SOV tab is for $40,000.00 in materials. To better understand how that money is being allocated on the project, the general contractor requires a more detailed line breakdown of the materials from the subcontractor.

First, the general contractor enables the Subcontractor SOV tab on the Commitments tool. Next, the general contractor sends an email a request to the subcontractor. After receiving the general contractors request, the subcontractor adds a line item to the Subcontractor SOV to show that the materials are being provided by four (4) different vendors that they have their own agreements with. When updating the Subcontractor SOV, the subcontractor adds four (4) line items to the Subcontractor SOV to show how the $40,000.00 for materials is allocated:

  • Materials Vendor 1: $10,000.00 
  • Materials Vendor 2: $5,000.00
  • Materials Vendor 3: $12,000.00
  • Materials Vendor 4: $13,000.00

In Procore, a commitment always includes a general Schedule of Values tab and it can also be configured to include an additional Subcontractor SOV tab. See Enable or Disable a Subcontractor SOV on a Commitment. Once the Subcontractor SOV tab is enabled, a contractor can then forward the commitment by email to subcontractor's Invoice Contact with a message requesting that the contanct add line items to Subcontractor SOV tab. To add a SSOV to the commitment, the subcontractor must be granted the appropriate permission to the Commitments tool.

Things to Consider

Steps

  1. Choose from these options:
    1. If you are a subcontractor who received a forwarded contract with a message asking you to update the Subcontractor SOV, click the View in Procore link. If you are not logged into Procore, you will be prompted to enter you user credentials. . 
      OR
    2. Navigate to the project's Commitments tool. Locate the commitment in the Commitments List and click View
  2. Next to the General tab of the commitment, click the Subcontractor SOV tab. 
  3. Click Edit.
    Note: The status of the Subcontractor SSOV is set to Draft.
  4. For each line item on the commitment you will enter a description and cost until the total amount of each line item is allocated. To do this:
  5. Click Add Line.
    1. Continue adding lines as needed until the entire amount of the line item on the commitment is allocated. 
    2. In the Amount box, enter a breakdown for the amount being allocated. 
    3. In the text box that appears, enter a description for the amount being allocated. 
  6. Click Submit
     Notes
    • The Submit button is dimmed and unavailable until the Remaining to Allocate fields in the Subcontractor SOV all read $0.00.
    • After you click the button, Procore changes the status of the Subcontractor SOV to Under Review
    • You will NOT be able to edit your submission unless the contractor changes the status of the Subcontractor SOV to Revise & Resubmit

See Also

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