Skip to main content
Procore Support (en-au)

Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Invoicing Tool

  1. Last updated
  2. Save as PDF
 Phased Release: New admin & Collaborator Views for Subcontractor Progress Claims
On March 23, 2022, the modernised subcontractor progress claim experience was turned ON in all Procore project's using Procore's Progress Claim Management tools. To give you time to preview the design changes, Procore is providing users with the option to switch between the modernised and legacy experience until September 2023. After September 2023, the ability to exit out of the new experience will be removed and the legacy experience will no longer be available in Procore. To learn more, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.

Objective

How to edit the Subcontractor Schedule of Values on a commitment as a progress claim contact from the Invoicing tool.

Background

If you are a progress claim contact who has been invited to provide a detailed breakdown of your schedule of values on a commitment, you will receive an email message from Procore with the subject line: "[Procore User Name] invites you to break down your Schedule of Values for this commitment." A Subcontractor Schedule of Values (Subcontractor SOV) provides downstream contractors with a way to provide a detailed breakdown of specific line items on the contract's general schedule of values. 

Example

Let's assume the general 'Schedule of Values' on a subcontract includes a line item for $8500.00 and the upstream party on the contract has invited you, the progress claim contact, to provide a more detailed breakdown⁠—to show in more detail how you are allocating that $8500.00. Below is an example of a completed 'Subcontractor SOV'. In this example, the progress claim contact has successfully added five (5) separate line items to 'Subcontractor SOV'. You know that you have successfully updated the 'Subcontractor SOV' when the sum of your new line items equals $8500.00 and the value in the 'Remaining to Allocate' field is $0.00. 

sub-sov-remaining-to-allocate.png

Things to Consider

  • Required User Permissions:
    • To update line items on a Subcontractor Schedule of Values as a downstream collaborator, you must be designated as an 'Invoice Contact.' See Add Progress Claim Contacts to a Purchase Order or Subcontract. You must also have:
      • 'Read Only' level permissions on the project's Commitments tool and be a member of the 'Private' list on the General tab of the commitment.
        OR
      • 'Standard' level permissions on the project's Commitments tool. 
  • Additional Information:
    • The Subcontractor Schedule of Values must be in 'Draft' or 'Revise & Resubmit' status. 
    • The Subcontractor Schedule of Values must be 'Approved' before users can create subcontractor progress claims against the commitment. 
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  

Prerequisites

Steps

  1. Navigate to the Subcontractor Schedule of Values from the Invoicing Tool
  2. Update the Subcontractor Schedule of Values

Navigate to the Subcontractor Schedule of Values from the Invoicing Tool

 Tip

Did you receive an email inviting you to provide a breakdown of your schedule of values on a commitment? If you are a progress claim contact for the 'Contract Company' on a commitment contract, the company that you are performing work for may invite you to provide a detailed breakdown of the schedule of values on a commitment contract. To respond to that email instead of using the steps below, see How do I submit a Subcontractor Schedule of Values for a Procore commitment?

  1. Navigate to the project's Invoicing tool. 
  2. Click the Subcontractor tab. 
  3. In the table, locate the progress claim associated with the commitment.
  4. Click its Contract link to open it. 

Update the Subcontractor Schedule of Values

If you are a progress claim administrator (or a progress claim contact who has been invited to update a Subcontractor SOV), you can perform these steps on the commitment contract.

  1. In the commitment, click the Subcontractor SOV tab.
     Note
    If you do NOT see a 'Subcontractor SOV' tab on the commitment contract, a user with 'Admin' level permissions on the Commitments tool must enable it. See Add a Subcontractor SOV to a Commitment and Enable or Disable the Subcontractor SOV Tab on the Commitments Tool.
  2. Click Edit. 
  3. Enter a detailed line-item breakdown in the Subcontractor SOV tab as follows:
    sub-sov-remaining-to-allocate.png
    • Click the +Add Line Item link.
    • In the Description box add a detailed description of the work to complete. 
    • In the Amount box, add the specific amount for that work. 
    • Continue this step until the 'Remaining to Allocate' amount for that budget code and description reads $0.00.
  4. When you have allocated all of the amounts in the Subcontractor SOV tab, click the Submit button. 
     Notes
    • The Submit button is dimmed and unavailable until the Remaining to Allocate fields in the Subcontractor SOV all read $0.00.
    • After you click the button, Procore changes the status of the Subcontractor SOV to Under Review. 
    • You will NOT be able to edit your submission unless the progress claim administrator changes the status of the Subcontractor SOV to Revise & Resubmit.