Add Line Items to a Schedule of Values on a Client Contract
Background
A Schedule of Values is an itemized list of all the work items on a project. Each line item shows the work item's cost.
Things to Consider
- Required User Permissions:
- Additional Information:
- Other methods for adding line items to a schedule of values include:
Steps
- Navigate to the project's Client Contracts tool.
- Locate the contract to update and click its Number link.
- Click the Schedule of Values tab.
- Click Add Line.
- Complete the data entry as follows:
- Budget Code
Select a budget code or click Create Budget Code. See What is a budget code in Procore's WBS?
- Description
Enter a description for the line item. For example, type: Monthly Service Fee
- Qty
Enter the number of units.
- UOM
Select the Unit of Measure (UOM) from the list. See Which units of measure are included on Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.
- Unit Cost
Enter the cost per unit in this box. You'll notice that the value in this column contains four (4) decimal points (for example, $0.0000) to allow you to enter the specific value required to calculate accurate pricing.
Example
If you are buying 50,000 units for $1,006,625.00, you would enter a unit cost of $20.1325.
- Amount
The system automatically calculates the subtotal for you, based on the Qty, UOM, and Unit Cost entries.
- Repeat the above steps for all line items.
- Choose one of these options:
- Click Save
OR
- Click Save & Email.