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Procore Support (en-au)

Review a Subcontractor SOV for a Commitment

 In Beta - Early Access DESIGN

The information on this page has been updated for the early access design release of the new table in the Contracts tab in the project's Commitments tool. To learn more about the early access design and its features, see Project Financials: New Contracts List in Commitments & Head Contracts.

Objective

To review a Subcontractor Program of Values (SOV) on a purchase order or subcontract.

Background

A Subcontractor Program of Values (Subcontractor SOV) on a commitment is typically completed when the upstream contractor (for example, a head contractor) requires a detailed line-item breakdown of work performed by a downstream contractor (for example, a subcontractor). 

In Procore, the Subcontractor SOV tab is enabled on the project's Commitments tool by default. This tab provides downstream contractors with the ability to provide detailed line items for work performed to upstream contractors. It also ensures that subcontractors do not modify the line items on the general 'Program of Values' tab. This is because the intent of a commitment's general SOV tab is to a line item that shows the contract amount for each cost code and cost type. 

For the Subcontractor SOV tab, a general contractor sends a request that the subcontractor to add line items to the Subcontractor SOV when the general contractor requires additional information about the subcontractor's payment for work performed. The Subcontractor SOV can then be reviewd and approved by the general contractor.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool. 
  • Additional Information:
    • If you are listed in the Progress Claim Distribution of the Commitments tool,  when a subcontractor SOV is submitted for the commitment, you and other users listed in the Progress Claim Distribution list will receive an email notification that the Subcontractor Program of Values has been submitted by the subcontractor once the status of the subcontractor SOV is set to 'Under Review.' See Configure Settings: Commitments.

Prerequisites

Steps

  1. Navigate to the project's Commitments tool.
  2. Beta Under the Contracts tab, locate the purchase order or subcontract. Then click Edit.
  3. Click the Subcontractor SOV tab.
    subcontractor-sov.png
  4. Optional: To edit the line items on the Subcontractor SOV tab, click Edit.
  5. Review the line items on the Subcontractor SOV tab. Then choose from these options:
    • To approve the Subcontractor SOV, change the status to 'Approved.' 
    • To reject the Subcontractor SOV and have the downstream contractor edit the line items,  click 'Revise & Resubmit.'
  6. Click Submit

 

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.