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Import a Prime Contract CSV

Objective

To import a project's Schedule of Values (SOV) into Procore by uploading a CSV of the Prime Contract's line items.

Things to Consider

  • Required User Permission: 'Admin' on the Prime Contract tool.
  • The Prime Contract must still be in draft.
  • Only .csv file types are supported.
  • You can add multiple items with the same cost code, even if it has the same category. In the example below, two separate line items are created.
    • 02-300 - Earthwork, M, $30,000
    • 02-300 - Earthwork, M, $10,500

Steps

  1. Navigate to a project's Prime Contract tool.
    (Note: The Prime Contract must be in Draft.)
  2. Go to the Schedule of Values subtab.
  3. Click the Edit button.
  4. Scroll to the "Import Schedule of Values From CSV" section and download the blank template (csv_import.csv), which you will use to populate your list of items.

    Important! Add your line items into the provided template CSV file. For compatibility reasons, it's strongly recommended that you only use the provided template (csv_import.csv) for importing your SOV.
     
  5. Populate the spreadsheet with the line items of your SOV.

    Important! DO NOT rename any of the columns or add/remove columns from the spreadsheet.
    Make sure to use your project's Cost Codes and Types (as defined under the project's Admin tab > Cost Codes). 

Example

Prime Contract example import csv.png
 

  • Cost Code Name: The detailed name of the cost code number in the following format:
    • 'Division-Code - Title' (e.g. 01-100 - Summary)
      Note: if you do not want to use a cost code, you must enter "None" in the Cost Code Name and Cost Code Number fields. 
  • Cost Code Number: The cost code number in the following format:
    • 'Division-Code' (e.g. 01-100)
      Note: if you do not want to use a cost code, you must enter "None" in the Cost Code Name and Cost Code Number fields. 
  • Description: (Optional) A more detailed description of the line item.
  • Line Item Type: (Optional) The Category Type of your Cost Code. (e.g. Labor, Materials, etc.) You must use one of the supported abbreviations from the list that's defined for your company. For example, if the category type is Materials, use M and not m, materials, or Materials. Below are the standard Procore Cost Code Types, but your company may have a modified list. (Note: If you add an invalid acronym, the line item's Type will be listed as Other.)
    • L - Labor
    • E - Equipment
    • M - Materials
    • S - Commitment
    • OC - Owners Cost
    • SVC - Professional Services
    • O - Other
  • Amount: Enter a numeric value or the contract amount. (The use of commas and/or the dollar symbol ($) are not required.) For example, '15000' is correct syntax. If there is no dollar amount to enter, be sure to enter 0.00 (the import will not accept a blank cell). 

    NoteBlank lines still count as lines in the import process, so be sure to delete them from the end of the SOV file before importing. 
  1. Specify the type of import/upload action to perform.
    • Delete existing line items, and add CSV as new items  
    • Keep existing line items, and add CSV as new items
  2. Select the modified CSV file.
  3. Click the Import button.
  4. Wait a few seconds, and then click the Schedule of Values subtab to refresh the contents of the tab.
  5. Check the import and verify that all items of your budget were properly imported.

    Prime contract example import verify.png
     
  6. If you need to make further changes to the SOV, click Edit.
    • Manually add additional line items
    • Delete a line item
    • Change the selected cost code number
    • Edit a line item's description, type, and contract amount
  7. Click Save. (Use the Save and Email button if you want to save your changes, as well as forward a copy of the Prime Contract using Procore's built-in email feature. You'll also be able to specify recipients and include a brief message about the Prime Contract.)
     
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Last modified
15:14, 21 Aug 2017

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