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Procore (en-CA)

Add a Subcontractor SOV to a Commitment as a Subcontractor

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Objective

To add a Subcontractor Schedule of Values (SSOV) to a commitment.  

Background

In Procore, the 'Subcontractor SOV' tab is enabled on the Commitments tool by default. This tab provides your downstream contractors with a way to provide a detailed breakdown of specific work items on a commitment. This breakdown is entered by your contractors on a separate tab—to ensure the committed amounts on each line item on the subcontract's general 'Schedule of Values' tab remains consistent with the approved agreement. 

Example

Let's assume you are a general contractor and have a subcontract with 'ABC Concrete'. Before your company will approve payment for work items on that subcontract, you want the subcontractor to provide a line item breakdown of each cost code/cost type combination to describe their costs in more detail.

To do this, you can have Procore send an email notification to the designated 'Invoice Contact' on the commitment. This email asks their company to complete the  Subcontractor SOV.  After the subcontractor adds their detailed line item breakdown to demonstrate their labour costs, materials or other costs associated with the work items, they can then submit the completed data entry back for your review. 

Things to Consider

  • Required User Permissions:
    • Your user account must be granted the required permissions to Create a Purchase Order or to Create a Subcontract. 
      OR
    • 'Standard' permission on the Commitments tool.
      AND
      • Your user account must be designated as the invoice contact on the commitment. See Create Invoice Contacts. 
      • Your user account must be a member of the 'Private' drop-down list on the commitment.  See Create a Commitment.
         Note
        Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Prime Contracts or Commitments tool, as well as the privacy and invoice contact settings set on each prime contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.
  • Requirements:
    • The Subcontractor SOV tab must be enabled. See Enable or Disable the Subcontractor SOV Tab on a Commitment.
    • The Subcontractor SOV must be in 'Draft' or 'Revise & Resubmit' status. 
    • You must add line items to the Subcontractor SOV before subcontractor invoices are created for the commitment.
  • Limitations:
  • For companies using the ERP Integrations tool:

Steps

  1. Navigate to the Subcontractor SOV
  2. Add Line Items to the Subcontractor SOV

Navigate to the Subcontractor SOV

There are several ways to navigate to the Subcontractor SOV:

  • From an email invite
    If you have been designated as an 'invoice contact' (see Add Invoice Contacts to a Commitment), your general contractor may send you an email invitation to submit a subcontractor SOV. Open that message and click the Go to Procore button. If you are not logged into Procore at that time, you will be prompted to enter you login credentials. After logging in, the Subcontractor SOV tab for the commitment will be opened in edit more. 
  • From the Commitments tool
    If your Procore user account has been granted 'Read Only' or 'Standard' permission on the Commitments tool, you can also log into Procore and follow these steps:
    1. Navigate to the project's Commitments tool.
    2. Click the Summary or Detailed tab.
    3. Locate the commitment to work with and click View.
    4. Click the Subcontractor SOV tab.
  • From the Invoicing tool
    If your Procore user account has been granted 'Admin' permissions on the Commitments tool, you have permission to use the Invoicing tool. Follow these steps:
    1. Navigate to the project's Invoicing tool. 
    2. Click the Subcontractor tab. 
    3. Locate the commitment to work with and click its link. 
    4. Click the Subcontractor SOV tab. 

Once you have located the Subcontractor SOV tab, continue with the next step. 

Add Line Items to the Subcontractor SOV