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Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool

  1. Last updated
    Jan 27, 2025
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Objective

How to edit the Subcontractor Schedule of Values on a commitment as an invoice contact from the Invoicing tool.

Background

If you are an invoice contact who has been invited to provide a detailed breakdown of your schedule of values on a commitment, you will receive an email message from Procore with the subject line: "[Procore User Name] invites you to break down your Schedule of Values for this commitment." A Subcontractor Schedule of Values (Subcontractor SOV) provides downstream contractors with a way to provide a detailed breakdown of specific line items on the contract's general schedule of values. 

Example

Let's assume the general 'Schedule of Values' on a subcontract includes a line item for $8500.00 and the upstream party on the contract has invited you, the invoice contact, to provide a more detailed breakdown⁠—to show in more detail how you are allocating that $8500.00. Below is an example of a completed 'Subcontractor SOV'. In this example, the invoice contact has successfully added five (5) separate line items to 'Subcontractor SOV'. You know that you have successfully updated the 'Subcontractor SOV' when the sum of your new line items equals $8500.00 and the value in the 'Remaining to Allocate' field is $0.00. 

sub-sov-remaining-to-allocate.png

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • The Subcontractor Schedule of Values must be in 'Draft' or 'Revise & Resubmit' status. 
    • The Subcontractor Schedule of Values must be 'Approved' before users can create subcontractor invoices against the commitment. 
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  

Prerequisites

Steps

  1. Navigate to the Subcontractor Schedule of Values from the Invoicing Tool
  2. Update the Subcontractor Schedule of Values

Navigate to the Subcontractor Schedule of Values from the Invoicing Tool

 Tip

Did you receive an email inviting you to provide a breakdown of your schedule of values on a commitment? If you are an invoice contact for the 'Contract Company' on a commitment contract, the company that you are performing work for may invite you to provide a detailed breakdown of the schedule of values on a commitment contract. To respond to that email instead of using the steps below, see How do I submit a Subcontractor Schedule of Values for a Procore commitment?

  1. Navigate to the project's Invoicing tool. 
  2. Click the Subcontractor tab. 
  3. In the table, locate the invoice associated with the commitment.
  4. Click its Contract link to open it. 

Update the Subcontractor Schedule of Values