Link a Schedule of Values Item to a Change Event Line Item
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There are two (2) ways to link an existing change order or a commitment to a change event line item:
- Use the Bulk Actions menu option to create a change order or commitment line item from the change event. First, add a change event line item to commitment or a change order while it is in an unapproved status. For commitments and commitment change orders, see Add a Change Event Line Item to an Unapproved Commitment or Add a Change Event Line Item to an Unapproved Commitment CO. For prime contract change orders, see Add a Change Event Line Item to an Unapproved Prime PCO.
- Use the Steps below to link an SOV line item to a change event line item. You can use the steps below to create a link between an SOV line item on a commitment, commitment change order, or prime contract change order to a change event line item. See Link a Schedule of Values Item to a Change Event Line Item or Link a Schedule of Values Item to a Change Event Line Item.
Link a Commitment's SOV Line Item to a Change Event Line Item
- Navigate to the project's Commitments tool.
- Locate the commitment that you want to link and click Edit.
- Click Schedule of Values.
- Click Edit.
Note:
Procore will restrict you from editing the commitment when the following is true:- There are one or more change orders in the Approved status.
- One or more invoices have been created for the commitment.
- Under Add Line Item, select the appropriate line item from the Change Event Line Item drop-down list.
- Enter the following information:
- Cost Code. The cost code from the change event will populate.
- Description. Enter a description for the line item.
- Type. The type from the change event will populate.
- Amount. Enter the amount for the line item.
- Click Save.
Link a Change Order's SOV Line Item to a Change Event Line Item
- Navigate to the Commitment tool.
- Click Change Orders.
- Click Edit next to the Change Order with the line item you want to link to a change event.
- Click Schedule of Values.
- Click Edit.
Note: Procore will restrict you from editing the change order if there one or more change orders in the Approved status. - Under Add Line Item, select the appropriate line item from the Change Event Line Item drop-down list.
- Enter the following information:
- Cost Code. The cost code from the change event will populate.
- Description. Enter a description for the line item.
- Type. The type from the change event will populate.
- Amount. Enter the amount for the line item.
- Click Save.