Add a Subcontractor SOV to a Commitment as a Subcontractor
Objective
Background
Things to Consider
Prerequisites
Steps
Navigate to the Subcontractor SOV
There are several ways to navigate to the Subcontractor SOV:
- From an email invite
If you have been designated as an 'invoice contact' (see Add Invoice Contacts to a Purchase Order or Subcontract), your general contractor may send you an email invitation to submit a subcontractor SOV. Open that message and click the Go to Procore button. If you are not logged into Procore at that time, you will be prompted to enter you login credentials. After logging in, the Subcontractor SOV tab for the purchase order or subcontract will be opened in edit more. - From the project's Commitments tool
If your Procore user account has been granted 'Read Only' or 'Standard' permission on the Commitments tool, you can also log into Procore and follow these steps:- Navigate to the project's Commitments tool.
- Click the Summary or Detailed tab.
- Locate the purchase order or subcontract to work with and click View.
- Click the Subcontractor SOV tab.
- From the project's Invoicing tool
If your Procore user account has been granted 'Admin' permissions on the project's Commitments tool, you have permission to use the Invoicing tool. Follow these steps:- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Locate the commitment to work with and click its link.
- Click the Subcontractor SOV tab.
Once you have located the Subcontractor SOV tab, continue with the next step.