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Procore

Import a Head Contract SOV from a CSV File

Objective

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

Background

To save time from manually adding line items to a head contract'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

  • Required User Permissions:
    • 'Admin' level permissions on the project's Head Contracts tool.

Prerequisites

Steps

  • Download a CSV Template
  • Add Line Items to a CSV Template
  • Import the Completed CSV Template to Procore

Download a CSV Template

  1. Navigate to the Head Contracts tool. 
  2. In the table, click a Number link to open the contract.
  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 and choose SOV from CSV.
    This opens the Import Schedule of Values from CSV window. 

    prime-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 head contract. See How do I set the accounting method for a contract or funding?

Import the Completed CSV Template to Procore

  1. Navigate to the Head Contracts tool. 
  2. In the table, click a Number link to open the contract.
  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 and choose SOV from CSV.
    This opens the Import Schedule of Values from CSV window. 

    prime-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 head contract, choose the appropriate option:
    • To add more line items to the head contract, select Add Additional Line Items, then click Import
    • To replace all existing line items on the head contract 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.