Enable or Disable the Subcontractor SOV Tab on a Commitment
Objective
To enable (or disable) the Subcontractor SOV tab on a commitment.
Background
If you have 'Admin' permission on the Commitments tool, you can show or hide the Subcontractor SOV tab on a commitment. In Procore, this tab is enabled on the Commitments tool by default. However, you can modify setting as needed for all new commitments created in the tool or on individual commitments. This provides downstream subcontractors with the ability to provide detailed line items for work performed to contractors. It also ensures that subcontractors do NOT modify the line items on the commitment's general SOV tab.
A Subcontractor Schedule of Values (SSOV) on a commitment is typically initiated by request sent from a contractor to a subcontractor. Typically, a subcontractor will be asked to add line items to a SSOV only when a general contractor requires additional information about the subcontractor's payment for work performed. The SSOV can then be approved by a contractor.
Things to Consider
- Required User Permissions:
- 'Admin' on the project's Commitments tool.
- Prerequisites:
- The commitment's accounting method must always be set to Amount-Based. See How do I set the accounting method for a commitment or prime contract?
- Additional Information:
- The Subcontractor SOV tab cannot be enabled when the commitment's accounting method is set to Unit/Quantity Based.
Steps
You can enable/disable this setting so it goes into effect on all new commitments your users create. You can also enable/disable the settings on individual commitments.
- Enable/Disable the Subcontractor SOV Tab on All New Commitments
- Enable/Disable the Subcontractor SOV Tab on Individual Commitments
Enable/Disable the Subcontractor SOV Tab on All New Commitments
In the project's Commitments tool, the Subcontractor SOV tab is enabled by default on all new commitments.
- Navigate to the project's Commitments tool
- Click Configure Settings
. - Under Default Contract Settings:
- To enable the tab, place a checkmark in the Enable Contractor SOV by Default box. Note: The commitment's accounting method must be set to Amount-Based. See How do I set the accounting method for a commitment or prime contract?
- To disable the tab, clear the checkmark from the Enable Contractor SOV by Default box.
- Click Update.
Enable/Disable the Subcontractor SOV Tab on an Individual Commitment
- Navigate to the project's Commitments tool.
- Click the Summary or Disabled tab.
- Locate the commitment that you want. Then click Edit.
- Click Advanced Settings.
- Click Edit.
- Under Subcontractor SOV:
- To enable the tab, place a checkmark in the Enable Subcontractor SOV box. Note: The commitment's accounting method must be set to Amount-Based. See How do I set the accounting method for a commitment or prime contract?
- To disable the tab, clear the checkmark from the Enable Subcontractor SOV box.