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Enable or Disable a the Subcontractor SOV Tab on Commitments

Objective

To enable (or disable) the Subcontractor SOV tab on the Commitments tool or on an individual commitment contract. 

Background

In Procore's Commitments tool, the Subcontractor Schedule of Values (Subcontractor SOV) tab provides contractors who perform project work with a place to enter a detailed SOV breakdown about a commitment. The Subcontractor SOV is separate from a the general SOV tab on a commitment. Once completed,  the line items on the Subcontractor SOV can be submitted for review and approval of the work.  By default, the Subcontractor SOV tab is enabled in Procore's Commitments tool.

There are two ways to enable the Subcontractor SOV tab:

  • You can enable the tab for all commitments. To do this,  you will need 'Admin' permission on the Commitments tool.
  • You can enable the tab on individual commitments. To do this in the Invoicing tool, you will need 'Admin' permission on the Commitments tool.

Once enabled,  the data entered by users on the Subcontractor SOV tab is automatically included in subcontractor invoices. To learn more, see About Subcontractor Invoices.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Commitments tool.
       Note
      Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Prime Contracts or Commitments tool, as well as the privacy and invoice contact settings set on each prime contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.

Steps

Enable the Subcontractor SOV Tab on the Commitments Tool

This options turns the Subcontractor SOV tab ON for all or a project's commitments. 

  1. Navigate to the project's Commitments tool.
  2. Click Configure Settings .
  3. On the Contract Configuration page, scroll to the Default Contract Settings area. 
  4. Mark the Enable Subcontractor SOV by Default checkbox. 
    Notes:
  5. Click Update.

Enable the Subcontractor SOV Tab on a Commitment Contract

This option turns the Subcontractor SOV tab ON for an individual commitments.  Use this option when the Subcontractor SOV tab is disabled on a project. 

  1. Navigate to the project's Invoicing tool. 
    Note: If you do NOT have 'Admin' permission on the Commitments tool, you
  2. Click the Subcontractor tab. 
  3. Locate the commitment that you want to work with in the list. Then click to open it. 
  4. Click Advanced Settings.
  5. Click Edit.
  6. Scroll to the Subcontractor SOV area. 
  7. Mark the Subcontractor SOV checkbox. 
    Notes:
  8. Click Save

See Also

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.

 

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