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Create a Schedule of Values on a Funding using the Project's Budget

 Limited Release
flag-us.png The Funding tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?


To create line items on a funding's Schedule of Values (SOV) using the line items from a project's budget. 


After your construction project's original budget is finalized in the project's Budget tool, it is recommended that you lock the budget. Once locked, you can use the steps below to quickly import your budget line items to your funding's SOV. With this action, each line item on the project's budget creates a line item on the funding's SOV. 


The example below shows you the line items on a budget that can be used to create corresponding line items on the funding's SOV. For example, 01-000-Purpose: Labor, 01-002-Instructions: Labor, 01-010 Project Manager: Labor, and so on. 


Things to Consider



  1. Navigate to the project's Funding tool. 
  2. Locate the funding to update. Then click its Number link.
  3. Click the Schedule of Values tab.
  4. ​Below the 'Schedule of Values' table, click Import. Then choose SOV from Budget from the drop-down menu.

  5. In the 'Import Schedule of Values from Budget?' window, click Import
    • If the SOV is blank, the following message appears. 

    • If the SOV has existing line items, all existing line items will be replaced with the line items in the budget.

      Procore replaces any existing line items on the Schedule of Values with the line items current in the project's budget. This can take several minutes. Once the import is complete, a GREEN banner appears to indicate the action was successful and the line items appear in the 'Schedule of Values' table. 

See Also