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Add Line Items to a Schedule of Values on a Prime Contract

Objective

To add line items to a prime contract's Schedule of Values (SOV). 

Background

In the construction industry, a schedule of values is a list of line items that details all of the agreed upon costs (e.g., labor, materials, and so on) on a project. Abbreviated as SOV, it itemizes the contract amount into individual pay items to show how the entire contract sum is allocated to all of the project's work. An SOV is also based on the project's approved budget and commonly used to determine progress payments to contractor(s).

Things to Consider

Steps

  1. Navigate to the project's Prime Contract tool.
  2. Locate the prime contract with the SOV to update.
  3. Click Edit.
  4. Click Schedule of Values.
  5. Click Add Line.
  6. Complete the data entry as follows:
    1. Change Event Line Item. Select a change event line item from the list. This field only appears if your company has enabled the Change Events tool. See Should I enable the Change Events tool on my existing project?
    2. Line Item. Select the prime contract line item or commitment line item from the list. This field only appears if your company has enabled the ERP Integrations tool.
      Notes:
      • The selections that appear in the list depends upon your project's change order tier configuration. See What are the different change order tiers?
      • If you are using a multi-tier change order configuration, you must select a line item on the Prime Potential Change Order (Prime PCO).
      • If you are using a single-tier change order configuration, you must select a line item on the Prime Contract Change Order (PCCO). 
    3. Sub Jobs. Select a sub job from the list. This field only appears if you have enabled the Sub Job feature. See Enable Sub Jobs
    4. Description. Enter a description in the box. 
    5. Cost Code. Select a cost code from the drop-down list. 
    6. Cost Type. Choose a cost type from the drop-down list. 
    7. Tax Code. Select a tax code from the drop-down list. This field only appears if you have enabled the tax codes feature. See How can I use tax codes on a project?
    8. Amount. Enter an amount in this box. 
  7. Repeat the above steps for all line items.
  8. Click Save or Save & Email.  

See Also

 

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