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Import Commitment SOV Line Items from a CSV File

Objective

To import Schedule of Values (SOV) line items for a commitment using a Comma-Separated Values (CSV) file. 

Background

To save time from manually adding line items to a commitment's SOV, you can download a CSV file from your project, add your line items to that file, and then import it into Procore. 

Things to Consider

Prerequisites

Steps

Download a CSV Template

Choose to delimit your CSV template with a comma or a semicolon before downloading it. You also have the option to download a blank CSV template or one with the selected commitment's existing line item data.  

  1. Navigate to the Commitments tool. 
  2. On the Contracts tab, click a Number link to open a commitment. 
  3. Under the General tab, click Schedule of Values
  4. In the Schedule of Values card, click Edit.
    This places the SOV into edit mode. 
  5. Below the table, click Import SOV from CSV
    This opens the Import Schedule of Values from CSV window. 

    import-sov-from-csv.png
     
  6. Expand Customise CSV Delimiter.
  7. Choose a delimiter for the template file: Comma or Semicolon.
    The system's default option is Comma
  8. Click Download CSV Template and choose: Blank Template or Template with Existing Line Items
    The downloads the selected template to your web browser's configured location. 

Add Line Items to a CSV Template

  1. Open the downloaded template in a spreadsheet editor.
  2. Enter the line item data using the appropriate accounting method for the commitment. See How do I set the accounting method for a contract or funding?
  • How to enter data for amount-based accounting: Show/Hide      
  • How to enter data for unit/quantity-based accounting: Show/Hide      
    • To import a purchase order using the amount-based accounting method, enter data as follows:

      commitment-sov-unitqty-based.png
       

Import the Completed CSV Template to Procore

  1. Navigate to the Commitments tool. 
  2. On the Contracts tab, click a Number link to open a commitment. 
  3. Under the General tab, click Schedule of Values
  4. In the Schedule of Values card, click Edit.
    This places the SOV into edit mode. 
  5. Below the table, click Import SOV from CSV
    This opens the Import Schedule of Values from CSV window. 

    import-sov-from-csv.png
     
  6. Upload the file as follows:
    • Click Upload File and select the completed template to upload.
      OR
    • Drag-and-drop the completed template to the CSV file area.
  7. Depending on the state of your budget, choose the appropriate option:
    • To add more line items to the existing budget, select Add Additional Line Items, then click Import
    • To replace all existing line items on the budget with the template, select Replace Existing Line Items, then click Import.

Procore imports the template and displays a success banner. If you see an error message, click Show Error to learn why the import failed.