How do I submit a Subcontractor Schedule of Values for a Procore commitment?
Background
If you are an invoice contact who has been invited to provide a detailed breakdown of your Schedule of Values on a commitment, a Procore user (typically, an invoice administrator) sends you an invite by email. The detailed breakdown is called a Subcontractor Schedule of Values. See What is a Subcontractor Schedule of Values? The invitation resembles the example pictured below. Do NOT send an email reply to this message, as it comes from an unmonitored email address. Instead, follow the steps in the Answer below to gain access to the commitment in the Procore web application.
Note
Before a Procore user can invite you to submit your Subcontractor Schedule of Values, that user needs to ensure that you Procore user account has been granted the 'Required User Permissions' detailed in Submit a New Invoice as an Invoice Contact.
Answer
If you have been designated as the invoice contact on a commitment, you might receive an email message that resembles the one pictured below. Typically, it is sent to you by an invoice administrator.
Tip
Can't find the email message? Search your email program for an email message from procoretech.com. The subject line of the email is formatted as" "[Procore User Name] invites you to break down your Schedule of Values for this commitment.To open the commitment in your computer's web browser, choose from these options:
- Click the View Online link next to 'More Details' at the top or bottom of the email message.
OR - Click the Go to Procore button in the email message.
Notes
- If you are not logged into Procore, you must enter your Procore login credentials before you are directed to the Subcontractor Schedule of Values tab in the appropriate commitment.
- If this is your first time logging in to Procore, you must Join Procore from the Welcome to Procore Invite sent to you by your client.
- If you are unable to log in, see Why can't I log in to Procore?