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Manage Rows and Columns in an Invoice's Schedule of Values

Objective

To manage the rows and columns in the 'Schedule of Values' section of a downstream invoice

Background

If you want to show, hide, group, sort, or size the columns in the 'Schedule of Values' table in the project's Commitments tool, there are a variety of operations you can use to organize the line items on your invoices. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions or higher on the project's Commitments tool.
       Notes
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.

       

Steps

Group by Menu 

A Group by menu is available when viewing and editing a invoice's Schedule of Values. With these options, you can choose how the system groups your line items in the Schedule of Values. By default, the Commitment Lines and Change Orders option is selected. You can add and remove any additional options as desired.

 Tip
How do I show/hide columns that I've selected as grouping options? When you add an option to the Group By menu, Procore automatically adds the column to the right side of the table, unless that column is already configured to show in the Schedule of Values. To show or hide columns, apply the ON/OFF controls described in Configure Columns

To organize your Schedule of Values data, you can  click the grab bar on the left side of each option (see 1 and 2 below) and drag the option into the desired position to modify the hierarchy of item groupings in the SOV table. To remove any options from the invoice, click the close (x) icon next to a single option or simply click Reset.

subcontractor-invoicing-sov-group-by-menu.png

When applying the menu options, its important to note that the groupings in the Schedule of Values do NOT impact the layout of the invoice's PDF export files. Any settings you apply to one contract's invoice, do not change the settings on another contract's invoices. However, any options you set do remain in effect between user sessions on the selected contract's invoices.

Bulk Edit a Schedule of Values

You can bulk edit the percentage values to apply to selected line items on a subcontractor invoice's Schedule of Values. To open the Edit panel, select the line items and then click the Pencil icon. The fields in the Edit panel are available when you update the latest invoice for a commitment. The bulk editing options detailed in the table below are only available when an invoice is in the Draft or Revise & Resubmit status. Any options you set will remain in effect between user sessions on the commitment contract's invoices.

subcontractor-invoice-edit-percentage-values.png

The first step is to select one (1) or multiple line items using the options illustrated above. The following table describes your options in more detail.

What do you want to select? Steps Example
All line items in the Schedule of Values Mark the Item Number checkbox at the top of the Schedule of Values.  select-all-line-items.png
All line items in a group Mark the check box(es) at the top of the desired group(s) in the Schedule of Values table.  select-all-grouped-items.png
One or multiple line items Mark the check box(es) that correspond to individual line item(s) in the Schedule of Values. select-one-or-multiple-line-items.png

The next step is to click the pencil icon at the top of Schedule of Values to open the Edit panel on the right. 

The final step is to edit one (1) or all of the values in the fields described in this table:

Field Name in the Edit Panel To edit the selected line items... To apply your edits... Learn More

New  Work Completed This Period (%) 

Type a percentage value to bill for work complete. After updating the field(s) the Edit panel, click the Apply button. Create a Subcontractor Invoice

New  Total Completed & Stored to Date (%)

Type a percentage value to bill for work complete.
Work Retainage This Period (%) Type a percentage value to set work retainage. Set or Release Retainage on a Subcontractor Invoice
Retainage Released (%) Type a percentage value to release retainage.
Materials Retainage (%) Type a percentage value to set materials retainage. 

Manage Table Settings

You can adjust row height and show/hide columns using the Table Settings options in the Schedule of Values. First, click the Table Settings icon-ag-grid-table-filter.png icon on the top-right side of the SOV table. This reveals the Table Settings pane on the right side of the web page. To close the Table Settings pane, click the 'x' in the top-right corner.

open-table-settings.png

Row Height

Under Row Height, choose the Small, Medium, or Large option button. Procore's default setting is Medium.
ag-grid-resize-table-rows.png

Configure Columns

To choose the columns to show and hide, click the Table Settings icon-ag-grid-table-filter.png icon on the top-right side of the contracts table. This reveals the Table Settings pane on the right side of the web page. Under the Configure Columns area, move the toggle to the right to turn the column display ON. Procore's default setting is to show all available columns. 

 Notes
  • The blank line at the top of the 'Configure Columns' list is used to turn the 'Grand Totals' on the SOV table ON and OFF. 
  • By default, all of the available columns on an invoice are turned ON. 

ag-grid-toggle-table-columns.png

Other options in the Table Settings area include:

  • To hide a specific column, move the toggle to the left. 
  • To show a specific column, move the toggle to the right.
  • To restore Procore's default column settings, click the Reset to Default link.

Manage Columns

Adjust Column Width

To adjust the width of a single column, hover your cursor over the right border of a column heading until the resize handle icon-ag-grid-table-column-resize.png icon appears. Then drag the handle to the left or right to set the desired column width. If you press the SHIFT key while holding down the resize handle, a blue outline appears over the active column to help you see your column adjustment.

ag-grid-resize-table-columns.png

Arrange Columns 

To move a column to another position in the table, click and hold the desired column's heading. Then use a drag-and-drop operation to place in the position you want.

 ag-grid-sub-inv-arrange-columns.png

Sort Columns

To sort the table's data by a specific column, click any column heading to reveal a BLUE arrow to adjust the sort order of the table.

ag-grid-sort-table-columns.png 

Icon Sort Order Additional Information
icon-ag-grid-sort-ascending.png Ascending To reset your columns, hover your cursor over the right side of a column heading until the vertical ellipsis icon-ellipsis-options-menu.png appears. Then choose Reset Columns from the drop-down menu.
icon-ag-grid-sort-descending.png Descending 

Overflow Menu

To open a drop-down menu with additional column options, hover your cursor over the right side of a column heading until a vertical ellipsis icon-ellipsis-options-menu.png appears. Then click the vertical ellipsis icon-ellipsis-options-menu.png to reveal an Overflow menu with the additional options. The options are pictured below.

ag-grid-view-more-table-options.png

Group By Column

All columns contain an 'Group By' option in the Overflow menu. This lets you group the table's data by the column you select. 

ag-grid-group-table-options.png

Column Grouping Options

Simply hover your mouse cursor over one of these columns until the vertical ellipsis icon-ellipsis-options-menu.png for the Overflow menu appears. Then click the ellipsis and select the column Group By option. You can also apply multiple grouping options to your table by selecting the same option on other columns. 

ag-grid-group-table-options.png

Pin Column

To keep data columns in the Contracts table from moving when you scroll, you can pin a column to freeze it in place. To do this, hover your cursor over the right side of a column heading unit the vertical ellipsis icon-ellipsis-options-menu.png appears. Next, click the vertical ellipsis icon-ellipsis-options-menu.png  and choose Pin Column. Then choose one of these options:

  • To pin a column on the left side of the table, choose Pin Left.
  • To pin a column on the left side of the table, choose Pin Right.
     Tip
    • Procore pins columns to the left or right side of the page in the order columns are pinned.
    • You can rearrange your pinned columns by dragging and dropping a column into the desired position. 
    • You can pin columns to both the left and right side of the table. 
  • To remove all pins, choose No Pin.

Autosize this Column

To automatically set the width of a column to match its contents, hover your cursor over the right side of a column heading until the vertical ellipsis icon-ellipsis-options-menu.png appears. Then click the vertical ellipsis icon-ellipsis-options-menu.png and select the Autosize This Column option from the drop-down menu.

Autosize All Columns

To automatically set the width of all columns in the table to best match the contents, hover your cursor over the right side of a column heading until the vertical ellipsis icon-ellipsis-options-menu.png appears. Then click the vertical ellipsis icon-ellipsis-options-menu.png and select the Autosize All Columns option from the drop-down menu.

Reset Columns

To reset the table's columns to Procore's default settings, hover your cursor over the right side of a column heading until the vertical ellipsis icon-ellipsis-options-menu.png appears. Then click the vertical ellipsis icon-ellipsis-options-menu.png and select the Reset Columns option from the drop-down menu. This resets all of your column settings to Procore's default settings.