Link a Schedule of Values Line Item to a Change Event Line Item
Background
There are three (3) ways to link an existing variation or a commitment 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 Head Contracts tool.
Steps
Link a Commitment's SOV Line Item to a Change Event Line Item
- Navigate to the project's Commitments tool.
- View the commitment you want to edit.
- In the General tab, scroll to the Schedule of Values card.
- Click Edit in the Schedule of values card.
Note:
Procore restricts you from editing the commitment when the following is true:
- There are one or more variations in the Approved status.
- The commitment has one or more progress claims.
- Click Add Line to create a new SOV line item or choose an existing line item and click the Change Event Line Item drop-down list.
- Search for and select an existing change event.
- Select a line item from the chosen change event to link to the SOV 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 Contracts tool.
OR
- If you want to link a commitment variation, navigate to the Commitments tool.
- View the contract linked to the variation you are editing.
- Click Variations.
- View the Variation you want to create a new change event line item from.
- Click Schedule of Values.
- Click Add Line to create a new SOV line item or choose an existing line item and click the Change Event Line Item drop-down list.
- Search for and select an existing change event.
- Select a line item from the chosen change event to link to the SOV line item
- Click Save.
Create a New Change Event Line Item from an SOV Line Item
- Navigate to the appropriate tool:
- If you want to link a head contract variation, navigate to the Head Contracts tool.
OR
- If you want to link a commitment variation, navigate to the Commitments tool.
- View the contract linked to the variation you are editing.
- Click Variations.
- View the Variation you want to create a new change event line item from.
- Click Schedule of Values.
- Click Add Line to create a new SOV line item or choose an existing line item and click the Change Event Line Item drop-down list.
- Search for and select an existing change event.
- Click Create Line Item.
![ce-create-line-item-from-co.png](https://en-au.support.procore.com/@api/deki/files/25174/ce-create-line-item-from-co.png?revision=1&size=bestfit&width=703&height=347)
- Enter the following information:
- Budget Code. The cost code from the change event automatically populates the line item.
- Description. Enter a description for the line item.
Note: On commitment variations, the Vendor and Contract fields are automatically populated with information from the contract.
- Click Create.
Note: When users create a new change event line item, the budget code, description and any information currently in the SOV line item will populate back to the newly created change event line item.