Add a Subcontractor SOV to a Commitment as an Invoice Contact
Objective
Background
Things to Consider
Prerequisites
Steps
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 Purchase Order or Subcontract), 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 purchase order or subcontract will be opened in edit more. - From the project's 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:- Navigate to the project's Commitments tool.
- Click the Contracts tab.
- Locate the purchase order or subcontract to work with and click the Number link.
- Click the Subcontractor SOV tab.
- From the project's Invoicing tool
If your Procore user account has been granted 'Admin' permissions on the project's Commitments tool, you have permission to use the Invoicing tool. Follow these steps:- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Locate the commitment to work with and click its link.
- 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
- Click the Subcontractor SOV tab.
- In the 'Subcontractor SOV' tab, click the Edit button.
- For each item on the 'Subcontractor SOV' tab, you must add new line items to provide a detailed breakdown of how the 'Remaining to Allocate' amount will be allocated:
- For each line item that you have to allocate, do the following.
- Click Add Line.
- In the new line item, enter a description of the task performed or item cost.
- In the Amount box, enter the dollar amount for the line item.
- Continue adding line items until the 'Remaining To Allocate' value is $0.00.
- Repeat the above steps to provide a detailed line-item breakdown for every budget code listed on the Subcontractor SOV. See What is a budget code?
- When you have completed allocating all of the line items and the 'Remaining to Allocate' amount reads $0.00, you can click Submit.
Notes
- The Submit button is dimmed and unavailable until the Remaining to Allocate fields in the Subcontractor SOV all read $0.00.
- After you click the button, Procore changes the status of the Subcontractor SOV to Under Review.
- You will NOT be able to edit your submission unless the contractor changes the status of the Subcontractor SOV to Revise & Resubmit.
- For each line item that you have to allocate, do the following.