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Procore (en-CA)

Add a Line Item to a Commitment's Schedule of Values

Objective

To add a line item to a Schedule of Values (SOV) for a subcontract or purchase order in the Commitments tool to account for costs included in the commitment.

Background

A Schedule of Values (SOV) is a list of line items that details all of the agreed-upon costs (for example, labour, materials and so on) on a project. Abbreviated as SOV, it itemizes the contract amount into individual pay items to show how the entire contract sum is allocated to all of the project's work. An SOV is also based on the project's approved budget and commonly used to determine progress payments to the contractor(s).

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Commitments tool.

Steps

  1. Navigate to the project's Commitments tool.
  2. Click the Summary or Detailed tab.
  3. Locate the purchase order or subcontract in the list. Then click Edit.
  4. Click Schedule of Values.
  5. Click Add Line.
  6. Follow the appropriate steps depending on whether your accounting method is Amount Based or Unit/Quantity Based:
     Note
    To edit your accounting method before adding SOV line items, see Edit the Advanced Settings Tab on a Commitment. For more information on accounting methods, see How do I set the accounting method for a commitment or prime contract?
    1. For Amount Based contracts
      1. Change Event Line Item
        If you have change events enabled, you can select a change event line item if the commitment needs to be linked to a change event. 
      2. Budget Code
        Select a budget code from the or click Create Budget Code to create a new one. See What is a budget code?
      3. Description
        Enter a description for the line item. For example, type: Monthly Service Fee
      4. Amount
        Enter the amount of the cost.
      5. Billed to Date
        The system automatically calculates the amount billed on the commitment up to the current date.  
      6. Amount Remaining
        Enter the amount that has NOT been billed to the current date. 
      7. Tax Code
        Enter a tax code to use for this line item. This field only appears if you have enabled the tax codes feature. See How can I use tax codes on a project?
    2. For Unit/Quantity Based contracts
      1. Change Event Line Item
        If you have change events enabled, you can select a change event line item if the commitment needs to be linked to a change event. 
      2. Budget Code
        Select a budget code from the or click Create Budget Code to create a new one. See What is a budget code?
      3. Description
        Enter a description for the line item. For example, type: Monthly Service Fee
      4. Qty
        Enter in the quantity of units.
      5. UOM
        Enter the Unit of Measure (UOM) in the list.
         Notes
      6. Unit Cost
        Enter the Unit Cost in the box provided.
      7. Amount
        The system automatically calculates the subtotal for you, based on the QtyUOM, and Unit Cost entries. 
      8. Billed to Date
        The system automatically calculates the amount billed on the commitment up to the current date. 
      9. Amount Remaining
        Enter the amount that has NOT been billed to the current date. 
      10. Tax Code
        Enter a tax code to use for this line item. This field only appears if you have enabled the tax codes feature. See How can I use tax codes on a project?
  7. Choose one of these options:
    • Save. Click this button to save your purchase order. 
      OR
    • Save & Email. Click this button if you are ready to forward the purchase order to the subcontractor.