Update a Subcontractor Schedule of Values as a Progress Claim Contact from the Invoicing Tool
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.
Things to Consider
- Required User Permissions:
- You must be an progress claim contact on the commitment.
- You must be an progress claim contact on the commitment.
- 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
ERP Integrations tool: Show/Hide
- The Subcontractor SOV in Procore detailed below does NOT sync with the integrated ERP system.
- Only the general SOV on the commitment in Procore is synced with the integrated ERP system. See Add a Line Item to a Commitment's Schedule of Values.
Prerequisites
Steps
- Navigate to the Subcontractor Schedule of Values from the Invoicing Tool
- Update the Subcontractor Schedule of Values
Navigate to the Subcontractor Schedule of Values from the Invoicing Tool
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- In the table, locate the progress claim associated with the commitment.
- 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.
- 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. - Click Edit.
- Enter a detailed line-item breakdown in the Subcontractor SOV tab as follows:
- 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.
- 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.