Create a Subcontractor SOV

Create a Commitment

Complete the steps in Create a Commitment. Then update the SOV as described next.

Update the Schedule of Values

1. Navigate to the project's Invoicing or Progress Billings tool.

    Note

   The name of the Procore tool in your environment depends on the point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?
2. Click the Subcontractor tab. 
3. Locate the purchase order or subcontract in the list. Then the Contract link to open the contract.
4. In the General tab, click Edit. 
5. Provide the invoice contact's user account with the appropriate access permissions. 

    Important

   To provide a subcontractor with the appropriate access permission to update the Subcontractor SOV on a purchase order or subcontract,  you must do the following:

   1. Select the subcontractor's company name from the Contact Company drop-down list.
   2. Add the subcontractor to the Invoice Contacts drop-down list.
   3. Add the subcontractor to the Private drop-down list.
   4. Click Save.
6. Click the Schedule of Values tab. 
7. Click Add Line.

    Notes

   • The 'Schedule of Values' tab is a general SOV that details each scope of work associated with the purchase order or subcontract. 
   • The 'Subcontractor SOV' tab is the more specific area where collaborators provide a more detailed line-item breakdown of each line item on the general Schedule of Values tab.
8. Add all related line items to the general 'Schedule of Values' tab:
   
   • Change Event Line Item
     If you have change events enabled, you can select a change event line item if you want to link the purchase order or subcontract to a specific change event. 
   • Prime Contract Line Item
     If you do not have change events enabled, select the related line item from your prime contract. If the item is not accounted for in the prime contract, select the 'Non Budgeted' option.
   • Budget Code
     Select a budget code from the list or click Create Budget Code to create a new one. See What is a budget code in Procore's WBS? 
   • Description
     Enter a brief description of the line item.
   • Tax Code
     Select a tax code to use for this line item. This field only appears if you have enabled the tax codes feature. See How can I use tax codes on a project?
   • Amount
     Specify the cost of the line item.
9. Click Add Line Item to add additional line items, as necessary.
10. Once you are done adding line items, do one of the following:

     Note

    If you have already saved the invoice, the Create button is labeled Save and the Create & Email button is labeled Save & Email.
    • To add subcontractor SOV line items on behalf of your subcontractor, click Create or Save.
      OR
    • To invite your invoice contacts to create the Subcontractor SOV line items, click Create & Email or Save & Email to send the Invoice Contacts and email notifying them they can add their subcontractor line items to the Subcontractor SOV tab. 

       Tip

      When does Procore send email notifications to invoice administrators, invoice contacts, and members of an invoice's distribution list? To learn more, see When does Procore send email notifications to invoice contacts?
11. Continue with the next step. 

Update the Subcontractor Schedule of Values

If you are an invoice administrator (or an invoice contact who has been invited to update a Subcontractor SOV), you can perform these steps on the commitment contract.

1. In the commitment, click the Subcontractor SOV tab.

    Note

   If you do NOT see a 'Subcontractor SOV' tab on the commitment contract, a user with 'Admin' level permissions on the Commitments tool must enable it. See Add a Subcontractor SOV to a Commitment and Enable or Disable the Subcontractor SOV Tab on the Commitments Tool.
2. Click Edit. 
3. Enter a detailed line-item breakdown in the Subcontractor SOV tab as follows:
   
   • Click the +Add Line Item link.
   • In the Description box add a detailed description of the work to complete. 
   • In the Amount box, add the specific amount for that work. 
   • Continue this step until the 'Remaining to Allocate' amount for that budget code and description reads $0.00.
4. When you have allocated all of the amounts in the Subcontractor SOV tab, click the Submit button. 

    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 invoice administrator changes the status of the Subcontractor SOV to Revise & Resubmit.