Enable or Disable the Subcontractor SOV Tab on a Commitment

Objective

To enable (or disable) the Subcontractor SOV tab on a purchase order or subcontract.

Background

In Procore's Commitments tool, the Subcontractor Schedule of Values (Subcontractor SOV) tab provides contractors who perform project work with a place to enter a detailed SOV breakdown about a purchase order or subcontract. The Subcontractor SOV is separate from the general SOV tab on a commitment. Once completed,  the line items on the Subcontractor SOV can be submitted for review and approval of the work.  By default, the Subcontractor SOV tab is enabled in Procore's Commitments tool.

You can enable or disable the Subcontractor SOV tab on:

• An individual purchase order or subcontract. For instructions, see below. 
• All of the purchase orders and subcontracts in the project's Commitments tool. For instructions, see Enable or Disable the Subcontractor SOV Tab on the Commitments Tool.

Once enabled, the data entered by users on the Subcontractor SOV tab is automatically included in your project's subcontractor invoices. To learn more, see About Subcontractor Invoices.

Things to Consider

• Required User Permissions:
  • To enable or disable a Subcontractor SOV tab on an individual purchase order or subcontract, 'Admin' level permissions on the project's Commitments tool. 
• Additional Information:
  • By default, the Subcontractor SOV tab is enabled in the project's Commitments tool.
• Limitations:
  • The Subcontractor SOV tab is only supported when a purchase order or subcontract is configured to use the Amount Based accounting method. It is NOT supported with the Unit-Quantity based accounting method. To learn more, see How do I set the accounting method for a commitment or prime contract?

Prerequisites

• Create a Purchase Order or Create a Subcontract

Steps

1. Navigate to the project's Commitments tool.
2. Under the Contracts tab, locate the purchase order or subcontract. Then click Edit.
3. Click Advanced Settings.
4. Click Edit.
5. Under Subcontractor SOV:
   • To enable the tab, mark the Enable Subcontractor SOV check box. 
   • To disable the tab, remove the mark from the Enable Subcontractor SOV check box. 

      Note

     The Subcontractor SOV tab is only supported when a purchase order or subcontract is configured to use the Amount Based accounting method. It is NOT supported with the Unit-Quantity based accounting method. To learn more, see How do I set the accounting method for a commitment or prime contract?

See Also

• How do I set the accounting method for a commitment or prime contract?
• Add a Subcontractor Schedule of Values (SSOV) to a Commitment