Add a Subcontractor SOV to a Commitment as a Subcontractor

Objective

To add line items to the Subcontractor Schedule of Values (SOV) tab on a commitment as a subcontractor.

Background

In the same way you can create subcontractor invoices for a contractor's approval, you can also enter your detailed schedule of values breakdown for the contractor's approval.

Things to Consider

Required User Permissions:
- 'Standard' permission on the Commitments tool.
  AND
- You must be designated as the invoice contact on the commitment. See Create Invoice Contacts.
- You must also be a member of the 'Private' drop-down list on the commitment. See Create a Commitment.
Prerequisites:
- The Subcontractor SOV tab must be enabled. See Enable or Disable a Subcontractor SOV.
- The Subcontractor SOV must be in 'Draft' or 'Revise & Resubmit' status.
For companies using the ERP Integrations tool:
- The Subcontractor SOV in Procore detailed below does NOT sync with the integrated ERP system.
- Only the general SOV on the commitment in Procore is syned with the integrated ERP system. See Add a Line Item to a Commitment's Schedule of Values.

Steps

From an email

If the contractor has issued you an invitation to break down your schedule of values, you'll receive an email notification. Click the Go to Procore button.
The Subcontractor SOV tab will open in Edit mode.
Click + Add Line to add a detailed breakdown for each line item.
When you are done adding line items, click Submit for Review. This will set the status to "Under Review." Once you submit the subcontractor SOV to the contractor, you will not be able to edit it unless the contractor changes the status to Revise & Resubmit.
Note: You are unable to click Submit for Review if the Remaining To Allocate value does not equal zero. The Remaining To Allocate amount shows the difference between the sum of our detail line items and the general schedule of values line item.

From the web

Navigate to one of the following project-level tools:
- If you have Admin permissions on the Commitments tool, navigate to the project's Invoicing tool.
  - Under the Subcontractor sub-tab, click the link in the Commitment column to select the commitment that you want to break down the schedule of values for.
- If you have Standard or Read Only permissions on the Commitments tool, navigate to the project's Commitments tool.
  - Click Edit next to the Commitment that you want to break down your schedule of values for.
Select the Subcontractor SOV subtab.
Click Edit.
Click +Add Line to add a detailed breakdown for each line item.
When you are done adding line items, click the Submit button. This will set the status to "Under Review." Once you submit the subcontractor SOV to the contractor, you will not be able to edit it unless the contractor changes the status to Revise & Resubmit.
Note: You are unable to click Submit if the Remaining To Allocate value does not equal zero. The Remaining To Allocate amount shows the difference between the sum of our detail line items and the general schedule of values line item.