Link a Schedule of Values Item to a Change Event Line Item

Objective

To link a Schedule of Values (SOV) line item on a Commitment, Commitment Variation (CV), or Head Contract Variation (Head PV) to a line item on a change event.

Background

There are two (2) ways to link an existing variation or a commitment to a change event line item:

Use the Bulk Actions menu option to create a variation or commitment line item from the change event. First, add a change event line item to commitment or a variation while it is in an unapproved status. For commitments and commitment variations, see Add a Change Event Line Item to an Unapproved Commitment or Add a Change Event Line Item to an Unapproved Commitment VAR. For head contract variations, see Add a Change Event Line Item to an Unapproved Head PV.
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 variation or head contract variation 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.

Things to Consider

Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool
  OR
- 'Admin' level permissions on the project's Change Orders tool

Prerequisites

Create a Purchase Order or Create a Subcontract

Steps

Link a Commitment's SOV Line Item to a Change Event Line Item
Link a Variation's SOV Line 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 variations in the Approved status.
- One or more progress claims 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 Variation's SOV Line Item to a Change Event Line Item

Navigate to the appropriate tool:
- If you want to link a Head Contract Variation, navigate to the Head Contract tool.
  OR
- If you want to link a Commitment Variation (CV), navigate to the Commitment tool.
Click Variations.
Click Edit next to the Variation 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 variation if there one or more variations 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.