Import a Prime Contract SOV from a CSV File
Objective
To update a prime contract's Schedule of Values (SOV) by uploading a Comma Separated Values (CSV) file to the Prime Contracts tool.
Background
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Prime Contracts tool.
Important
Before proceeding with the Steps below, always review the requirements for importing data from a CSV. See What are the requirements for importing SOV line items from CSV?
- 'Admin' level permissions on the project's Prime Contracts tool.
Prerequisites
- The prime contract must be in the Draft status. See Create Prime Contracts.
Steps
- Download the Schedule of Values CSV Template
- Add the SOV Line Items to the CSV Template
- Import the Completed SOV Template to Procore
Download the Schedule of Values CSV Template
Depending on the current Prime Contracts tool experience in your environment, choose the appropriate steps below:
SOV Import Window on the Legacy Prime Contracts Experience |
SOV Import Window on the Beta Prime Contracts Experience |
|
|
After completing the steps above, continue with Add SOV Line Items to the CSV Template.
Add the SOV Line Items to the CSV Template
- Update the template that you downloaded with your SOV line items.
Notes
- Do NOT add, rearrange, remove, or rename any of the columns or column headings in the template.
- To complete the import successfully, your data needs to be entered using the exact structure specified in the template.
- The cost code and cost type entries must exactly match the cost code and cost type segment items in your project's Work Breakdown Structure. See Create Your Project's Work Breakdown Structure.
- Complete the data entry as follows:
- Cost Code Name
The detailed name of the cost code number is in the following format:
'Division-Code - Title' (for example, 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 is in the following format:
'Division-Code' (for example, 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. - Optional: Line Item Type
The cost type associated with your cost code (for example Labor, Materials, and so on).Notes
- Your data entry must exactly match your company's cost type list. For example, if the category type is Materials, use M and not m, materials, or Materials. See What are Procore's default cost types? and Add Company Cost Types.
- If you leave a cell in the Type column blank (as pictured above), Procore assigns the type as Other by default.
- If you input an invalid entry in a cell in the Type column, Procore also lists the type as Other by default.
- The import process is case-sensitive.
- Your data entry must exactly match your company's cost type list. For example, if the category type is Materials, use M and not m, materials, or Materials. See What are Procore's default cost types? and Add Company Cost Types.
- Amount
Enter a numeric value or the contract amount.Notes
- The use of commas and/or the dollar symbol ($) is not required. For example, '15000' is the correct syntax.
- If there is no dollar amount to enter, be sure to enter 0.00.
- The import will not accept a blank cell.
- Blank lines still count as lines in the import process, so be sure to delete them from the end of the SOV file before importing.
- Cost Code Name
- Save your CSV template.
After completing the steps above, continue with Import the Completed CSV Template to Procore.
Import the Completed CSV Template to Procore
Depending on the current Prime Contracts tool experience in your environment, choose the appropriate steps below:
SOV Import Window on the Legacy Prime Contracts Experience |
SOV Import Window on the Beta Prime Contracts Experience |
|
|