Enable or Disable the Subcontractor SOV Tab on a Commitment

Objective

To enable (or disable) the Subcontractor SOV tab on a purchase order or subcontract.

Background

In Procore's Commitments tool, the Subcontractor Schedule of Values (Subcontractor SOV) tab provides contractors who perform project work with a place to enter a detailed SOV breakdown about a purchase order or subcontract. The Subcontractor SOV is separate from the general SOV tab on a commitment. Once completed,  the line items on the Subcontractor SOV can be submitted for review and approval of the work.  By default, the Subcontractor SOV tab is enabled in Procore's Commitments tool.

You can enable or disable the Subcontractor SOV tab on:

• An individual purchase order or subcontract. For instructions, see below. 
• All of the purchase orders and subcontracts in the project's Commitments tool. For instructions, see Enable or Disable the Subcontractor SOV Tab on the Commitments Tool.

Once enabled, the data entered by users on the Subcontractor SOV tab is automatically included in your project's subcontractor progress claims. To learn more, see About Subcontractor Progress Claims.

Things to Consider

• Required User Permissions:
  • You must be an progress claim administrator.
• Additional Information:
  • By default, the Subcontractor SOV tab is enabled in the project's Commitments tool.
• Limitations:
  • The Subcontractor SOV tab is only supported when a purchase order or subcontract is configured to use the Amount Based accounting method. It is NOT supported with the Unit-Quantity based accounting method. To learn more, see How do I set the accounting method for a contract or funding?
  • If your team has turned ON the 'Enable Always Editable Schedule of Values' configuration setting in the project's Commitments tool, be aware of some important limitations. For details, see What is the 'Enable Always Editable Schedule of Values' setting?

Prerequisites

• Create a Commitment

Steps

1. Navigate to the project's Commitments tool.
2. Under the Contracts tab, locate the purchase order or subcontract. Then click Edit.
3. Click Advanced Settings.
4. Click Edit.
5. Under Subcontractor SOV:
   • To enable the tab, mark the Enable Subcontractor SOV check box. 
   • To disable the tab, remove the mark from the Enable Subcontractor SOV check box. 

      Notes

     • The Subcontractor SOV tab is only supported when a purchase order or subcontract is configured to use the Amount Based accounting method. It is NOT supported with the Unit-Quantity based accounting method. To learn more, see How do I set the accounting method for a contract or funding?
     • If your team has turned ON the 'Enable Always Editable Schedule of Values' configuration setting in the project's Commitments tool, be aware of some important limitations. For details, see What is the 'Enable Always Editable Schedule of Values' setting?

See Also

• How do I set the accounting method for a contract or funding?
• Add a Subcontractor Schedule of Values (SSOV) to a Commitment