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Procore Support (en-au)

Add a Subcontractor SOV to a Commitment

Objective

To add a Subcontractor Program of Values (SSOV) to a purchase order or subcontract.  

Background

In Procore, the 'Subcontractor SOV' tab is enabled on the Commitments tool by default. This tab provides your downstream contractors with a way to provide a detailed breakdown of specific work items on a commitment. This breakdown is entered by your contractors on a separate tab—to ensure the committed amounts on each line item on the subcontract's general 'Schedule of Values' tab remains consistent with the approved agreement. 

Example

Let's assume you are a head contractor and have a subcontract with 'ABC Concrete'. Before your company will approve payment for work items on that subcontract, you want the subcontractor to provide a line item breakdown of each cost code/cost type combination to describe their costs in more detail.

To do this, you can have Procore send an email notification to the designated 'Progress Claim Contact' on the commitment. This email asks their company to complete the  Subcontractor SOV.  After the subcontractor adds their detailed line item breakdown to demonstrate their labour costs, materials or other costs associated with the work items, they can then submit the completed data entry back for your review. 

Things to Consider

  • Required User Permissions:
    • To add a line item to the Subcontractor SOV tab of any contract, 'Admin' level permissions on the project's Commitments tool. 
    • To add a line item to the Subcontractor SOV tab of a specific contract, 'Read Only' level permissions or higher if the user is also the designated progress claim contact on the purchase order or subcontract. To learn more, see What is an progress claim contact?
    • To add a line item to the Subcontractor SOV tab when a contract is not marked 'Private,' 'Read Only' or 'Standard' level permissions on the project's Commitments tool with the 'Create Purchase Order' granular permission and/or 'Create Subcontract' granular permission enabled on your permissions template.
    • To add a line item to the Subcontractor SOV tab when a contract is marked 'Private,' 'Standard' level permissions on the project's Commitments tool and added as an 'Progress Claim Contact' and as member 'Private' drop-down list with the 'Allow Users to See SOV Items' check box enabled on the purchase order or subcontract. For details, see Create a Purchase Order or Create a Subcontract.
  • Limitations:
  • Additional Information:
    • You must add line items to the Subcontractor SOV before you create subcontractor progress claims for the purchase order or subcontract.
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  

Prerequisites

Steps

Create a Purchase Order or Subcontract

Complete the steps in Create a Purchase Order or Create a Subcontract. Then continue by updating the SOV as described in the next step.

Update the Schedule of Values (SOV)

These steps show you how to update the general Program of Values tab. 

  1. Navigate to the project's Commitments tool.
  2. Under the Contracts tab, locate the purchase order or subcontract. 
  3. Click the Number link of the contract that you want to update.
  4. Complete the data entry in the General tab.  
     Important

    To update the Program of Values, a user must be designated as an progress claim contact. See Add Progress Claim Contacts to a Purchase Order or Subcontract

  5. Under Program of Values, add line items by clicking the click here to add a link.
    These are the line items that your subcontractor will break down into more detail on the Subcontractor SOV.
  6. Add all of the line items associated with the commitment:
    • Change Event Line Item
      If the Change Events tool has been added to the project, select a related change event line item to link it to your commitment. If the Change Events tool has NOT been added, this column will NOT display in the Program of Values tab. 
    • Head Line Item
      If the Change Events tool is disabled on the project, the Head Line Item column appears in place of the 'Change Event Line Item' column. Select a related head contract line item from the drop-down list.
       Note
      If you are adding a line item to to Subcontractor SOV that is NOT accounted for in the head contract, select the Non-Budgeted option. 
    • Budget Code
      Select a budget code from the list or click Create Budget Code to create a new one. See What is a budget code?
    • Description
      Enter a description of the line item.
    • Tax Code
      Select a tax code associated with the line item. This field is only visible when the tax codes feature is enabled. See How can I use tax codes on a project?
    • Amount
      Enter the cost associated with the scope of work for the line item.
  7. Click Add Line Item to add additional line items, as necessary.
  8. Once you are done adding line items, do one of the following:

Update the Subcontractor SOV

 

If you would like to learn more about Procore’s commitments software and how it can help your business, please visit our construction financials tool product page here.