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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

A Schedule of Values (SOV) is a list of line items that details all of the agreed-upon costs (for example, 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 the contractor(s).

Things to Consider

Prerequisites

Steps

Download the Schedule of Values CSV Template

Depending on the current Prime Contracts tool experience in your environment, choose the appropriate steps below:

NEW LEGACY 

SOV Import Window on the Legacy Prime Contracts Experience

NEW BETA 

SOV Import Window on the Beta Prime Contracts Experience

  1. Navigate to the project's Prime Contracts tool. 
  2. Under the Contracts tab, click the Number link for the prime contract to open. 
  3. Click the Schedule of Values tab. 
  4. Scroll to the bottom of the page and click Import and choose SOV from CSV
  5. In the 'Import Schedule of Values from CSV' window, click Download CSV Template. If the schedule of values has existing line items, you must choose one (1) of these options:
    import-sov-from-csv.png
    • Blank Template. Downloads a blank file named Prime Contract SOV Template.csv to your computer. 
    • Template with Existing Line Items.  Downloads a file named Prime Contract SOV Template.csv that contains the existing SOV line items to your computer. 
  6. After Procore downloads the selected template to your browser's download location, click Cancel to close the 'Import Schedule of Values from CSV' window. 
  1. Navigate to the project's Prime Contracts tool. 
  2. Under the General tab, click the Schedule of Values link (or scroll down to the Schedule of Values section). 
  3. Below the 'Schedule of Values' table, click Import and choose SOV from CSV
  4. In the 'Import Schedule of Values from CSV' window, click Download CSV Template. If the schedule of values has existing line items, you must choose one (1) of these options:
    import-sov-from-csv.png
    • Blank Template. Downloads a blank file named Prime Contract SOV Template.csv to your computer. 
    • Template with Existing Line Items.  Downloads a file named Prime Contract SOV Template.csv that contains the existing SOV line items to your computer. 
  5. After Procore downloads the selected template to your browser's download location, click Cancel to close the 'Import Schedule of Values from CSV' window. 

 After completing the steps above, continue with Add SOV Line Items to the CSV Template

Add the SOV Line Items to the CSV Template

  1. 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.
  2. Complete the data entry as follows:
    import-csv-template.png
    1. 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. 
    2. 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. 
    3. Description
      Optional: A more detailed description of the line item.
    4. 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 mmaterials, 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. 
    5. 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.
  3. 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:

NEW LEGACY 

SOV Import Window on the Legacy Prime Contracts Experience

NEW BETA 

SOV Import Window on the Beta Prime Contracts Experience

  1. Navigate to the project's Prime Contracts tool. 
  2. Under the Contracts tab, click the Number link for the prime contract to open. 
  3. Click the Schedule of Values tab. 
  4. Scroll to the bottom of the page and click Import and choose SOV from CSV
  5. In the 'Import Schedule of Values from CSV' window, click the Upload File button. Then upload the completed template from your computer. 
  6. Choose one of these option buttons:
    csv-file-added-to-importer.png
    • Add Additional Line Items. Select this option to add the rows from your completed template as new line items on the schedule of values. 
    • Replace Existing Line Items. Select this option to delete the existing line items from the schedule of values and replace it with the rows in your completed template. 
  7. Click Import.
     Notes
  8. Wait a few seconds. Click the Schedule of Values tab to refresh its contents.
  9. Check the schedule of values and verify that all of the rows from your template appear as expected. Note: To update the imported line items, simply edit the line items inline.
  10. Choose from these options:
    • Click Save. This saves your updates. 
      OR
    • Click Save & Email. This saves your updates and sends a copy of the contract to the designated email recipients. 
  1. Navigate to the project's Prime Contracts tool. 
  2. Under the General tab, click the Schedule of Values link (or scroll down to the Schedule of Values section). 
  3. Below the 'Schedule of Values' table, click Import and choose SOV from CSV
  4. In the 'Import Schedule of Values from CSV' window, click the Upload File button. Then upload the completed template from your computer. 
  5. Choose one of these option buttons:
    csv-file-added-to-importer.png
    • Add Additional Line Items. Select this option to add the rows from your completed template as new line items on the schedule of values. 
    • Replace Existing Line Items. Select this option to delete the existing line items from the schedule of values and replace it with the rows in your completed template. 
  6. Click Import.
     Notes
  7. Wait a few seconds. Click the Schedule of Values tab to refresh its contents.
  8. Check the schedule of values and verify that all of the rows from your template appear as expected. Note: To update the imported line items, simply edit the line items inline.
  9. Choose from these options:
    • Click Save. This saves your updates. 
      OR
    • Click Save & Email. This saves your updates and sends a copy of the contract to the designated email recipients. 

 

If you would like to learn more about Procore's prime contract software and how it can help your business, please visit our construction contract management software product page icon-external-link.png.