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Download a Schedule of Values PDF for a Contract in Portfolio Financials

This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 


To download a PDF of the Schedule of Values for a contract in Portfolio Financials.


While you can view the Schedule of Values for a contract within the Contract Room in Portfolio Financials, you can also download a PDF version to your computer. 

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' permissions must have access to the contract.


  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker
    Note: Cost items with a Contract Room are marked with a ribbon icon-ribbon-pfcp.png icon.
  2. The Contract Room automatically opens to the Contract tab.
  3. Click the vertical ellipsis icon-ellipsis-vertical.png icon and select Download SoV PDF.
    The PDF file automatically downloads to your computer.