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Import a Funding Schedule of Values from a CSV File

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 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?

Objective

To import a funding's Schedule of Values (SOV) from a CSV file.

Background

A Schedule of Values (SOV) is a list of line items that details all of the agreed-upon costs (for example, labor, materials, and so on) on a project. Abbreviated as SOV, it itemizes the funding amount into individual pay items to show how the entire funding sum is allocated to all of the project's work. An SOV is also based on the project's approved budget and is commonly used to determine progress payments from the funding source to the owner.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool
  • Additional Information:
    • If the 'Enable Always Editable Schedule of Values' setting is turned OFF in the Funding Tool's Configure Settings page, the funding must be in the Draft status. This is Procore's default setting. 
    • If the 'Enable Always Editable Schedule of Values' setting is turned ON in the Funding Tool's Configure Settings page, the funding can be in any status. However, you cannot replace line items that have been invoiced when performing an import. To learn more, see What is the 'Enable Always Editable Schedule of Values' setting? 
       Important
      Before proceeding with the Steps below, always review the requirements for importing data from a CSV. See What are the requirements for importing SOV line items from CSV?

Prerequisites

Steps

Customize the Delimiter & Download a Blank Template

  1. Navigate to the project's Funding tool. 
  2. In the table, click the Number link for the funding to open. 
  3. Click the Schedule of Values tab. 
  4. At the bottom the Schedule of Values page, click Import SOV from CSV. 
  5. In the Import Schedule of Values from CSV window, choose these options:
    • Click Customize CSV Delimiter to reveal the options. 
    • Under Choose CSV Delimiter, choose one of these options:
      customize-delimiter.png
       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.
      • Comma. Separates data using a  comma (,). This is Procore's default option. 
      • Semicolon. Separates data using a semicolon (;). 
  6. Click the Download Blank CSV Template button.
    Procore downloads a blank template file named 'Subcontract SOV Template' the download location specified for your web browser.  

Add Line Items to the Blank Template

  1. On your computer, open the template that you just downloaded. 
  2. Follow one (1) of these steps to add line item(s) to your blank template:
     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.

Amount-Based Accounting Method

  1. 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:
    • #. Enter the line item number. 
    • Budget Code. Enter the budget code for the line item. 
    • Tax Code. Enter a tax code for the line item. 
    • Amount. Enter the line item amount. 
    • Billed to Date. Enter the amount billed to date for the line item, if applicable. 
    • Amount Remaining. Enter the amount remaining for the line item, if applicable. 
  2. Save your data entry in the completed template. 

Unit/Quantity Based Accounting Method

  1. 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:
    • #. Enter the line item number. 
    • Budget Code. Enter the budget code for the line item. 
    • Description. Enter a description for the line item. 
    • Tax Code. Enter a tax code for the line item. 
    • Qty. Enter the unit quantity for the line item. 
    • UOM. Enter a Unit of Measurement (UOM) for the line item. 
    • Unit Cost. Enter the unit cost for the line item. 
    • Amount. Enter the total amount for the line item. 
    • Billed to Date. Enter the amount billed to date for the line item, if applicable. 
    • Amount Remaining. Enter the amount remaining for the line item, if applicable. 
  2. Save your data entry in completed template.

Import the Completed CSV Template to Procore

  1. Return to the Import Schedule of Values from CSV window. 
  2. Click the Upload File button. 
    import-sov-from-csv-window.png
  3. Navigate to the completed template on your computer and upload it. 
  4. Choose from these options:
    • If the Prime Contracts's Schedule of Values has zero (0) line items, simply click the Import button. 
      OR
    • If the Prime Contract's Schedule of Values has existing line items, choose one (1) of these options:
      • Add Additional Line Items. This option adds the line items in the template to the existing line items in the Schedule of Values. Then, click the Import button.
        OR
      • Replace Existing Line Items. This option removes all existing line items from the Schedule of Values and replaces them with the line items in the template.  Then, click the Import button. Note: If the 'Enable Always Editable Schedule of Values' setting is turned ON in the project's Prime Contracts tool, this option is grayed out and unavailable for use once an invoice is created and line items are billed. To learn more, see What is the 'Enable Always Editable Schedule of Values' setting? 
 Tips
  • 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