Enable or Disable a the Subcontractor SOV Tab on Commitments
Objective
To enable (or disable) the Subcontractor SOV tab on the Commitments tool or on an individual commitment contract.
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 commitment. The Subcontractor SOV is separate from a 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.
There are two ways to enable the Subcontractor SOV tab:
- You can enable the tab for all commitments. To do this, you will need 'Admin' permission on the Commitments tool.
- You can enable the tab on individual commitments. To do this in the Invoicing tool, you will need 'Admin' permission on the Commitments tool.
Once enabled, the data entered by users on the Subcontractor SOV tab is automatically included in subcontractor invoices. To learn more, see About Subcontractor Invoices.
Things to Consider
- Additional Information:
- By default, the Subcontractor SOV tab is enabled in Procore's Commitments tool.
- The Subcontractor SOV is NOT supported when commitments are using the Unit-Quantity based accounting method. See How do I set the accounting method for a commitment or prime contract?
Steps
- Enable the Subcontractor SOV Tab on the Commitments Tool
- Enable the Subcontractor SOV Tab on a Commitment Contract
Enable the Subcontractor SOV Tab on the Commitments Tool
This options turns the Subcontractor SOV tab ON for all or a project's commitments.
- Navigate to the project's Commitments tool.
- Click Configure Settings
.
- On the Contract Configuration page, scroll to the Default Contract Settings area.
- Mark the Enable Subcontractor SOV by Default checkbox.
Notes:- To disable the Subcontractor SOV tab, remove the checkmark from the box.
- The Subcontractor SOV tab is NOT supported when commitments are using the Unit-Quantity based accounting method. See How do I set the accounting method for a commitment or prime contract?
- Click Update.
Enable the Subcontractor SOV Tab on a Commitment Contract
This option turns the Subcontractor SOV tab ON for an individual commitments. Use this option when the Subcontractor SOV tab is disabled on a project.
- Navigate to the project's Invoicing tool.
Note: If you do NOT have 'Admin' permission on the Commitments tool, you - Click the Subcontractor tab.
- Locate the commitment that you want to work with in the list. Then click to open it.
- Click Advanced Settings.
- Click Edit.
- Scroll to the Subcontractor SOV area.
- Mark the Subcontractor SOV checkbox.
Notes:- To disable the Subcontractor SOV tab, remove the checkmark from the box.
- The Subcontractor SOV tab is NOT supported when commitments are using the Unit-Quantity based accounting method. See How do I set the accounting method for a commitment or prime contract?
- Click Save.