Add Line Items to a Schedule of Values (SOV) on a Prime Contract

Objective

To add line items to a prime contract's Schedule of Values (SOV). 

Background

Things to Consider

• Required User Permissions:
  • 'Admin' on the project's Prime Contracts tool.
    Note: To limit subcontractors (and other users in other roles) from viewing your prime contract data, configure the granular permissions feature when applying permission templates. See Manage Permission Templates and Grant Granular Permissions in a Permission Template.
• Prerequisites:
  • You must create a prime contract before you can update it's SOV. See Create Prime Contracts or Create a Prime Contract with DocuSign^©.
• Additional Information:
  • Other methods for adding SOV line items to a prime contract include:
    • Import a Prime Contract SOV from a CSV File
    • Create a Prime Contract SOV from the Project Budget 
      Note: Not recommended for project's with multiple prime contracts. See Are there any system limitations when creating multiple prime contracts?
    • Import a Prime Contract SOV from a ProEst XML File 

Steps

1. Navigate to the project's Prime Contracts tool.
2. Locate the prime contract with the SOV to update.
3. Click Edit.
4. Click Schedule of Values.
5. Click Add Line.
6. Complete the data entry as follows:
   1. Budget Code
      Select a budget code from the or click Create Budget Code to create a new one. See What is a budget code?
   2. Description
      Enter a description for the line item. For example, type: Monthly Service Fee
   3. Qty
      Enter in the quantity of units.
   4. UOM
      Select the Unit of Measure (UOM) from the list. See Which units of measure (UOM) are included on Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.
   5. Unit Cost
      Enter the Unit Cost in the box provided.
   6. Amount
      The system automatically calculates the subtotal for you, based on the Qty, UOM, and Unit Cost entries. 
7. Repeat the above steps for all line items.
8. Choose one of these options:
   • Click Save
     OR
   • Click Save & Email.  

Next Steps

• Email a Prime Contract

See Also

• Create Prime Contracts
• Complete a Prime Contract using DocuSign