Skip to main content
Procore

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

  1. Last updated
  2. Save as PDF
 Limited Release
flag-us.png The Progress Billings tool is only available to Procore customers in the United States who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options. 

Objective

To edit the Subcontractor Schedule of Values on a commitment as an invoice contact from the Progress Billings tool.

Background

Things to Consider

  • Required User Permissions:
    • To add a line item to the Subcontractor SOV tab of any contract, 'Admin' level permissions on the project's Commitments tool. 
    • To add a line item to the Subcontractor SOV tab of a specific contract, 'Read Only' level permissions or higher and you must be the commitment's designated invoice contact. To learn more, see What is an invoice contact?
    • To add a line item to the Subcontractor SOV tab when a contract is not marked 'Private,' 'Read Only' or 'Standard' level permissions on the project's Commitments tool with the 'Create Purchase Order Contract' granular permission and/or 'Create Work Order Contract' granular permission enabled on your permissions template.
    • To add a line item to the Subcontractor SOV tab when a contract is marked 'Private,' 'Standard' level permissions on the project's Commitments tool and added as an 'Invoice Contact' and as member 'Private' drop-down list with the 'Allow Users to See SOV Items' check box enabled on the purchase order or subcontract. For details, see Create a Commitment.
  • Limitations:
    • The Subcontractor SOV tab is only supported by the Amount Based accounting method. It is not supported by the Unit-Quantity based accounting method. See  How do I set the accounting method for a contract or funding?
    • Only the detail line items added on the Subcontractor SOV tab will carry over to the invoice.
  • Additional Information:
    • To update a Subcontractor SOV, it must be in 'Draft' or 'Revise & Resubmit' status. 
    • You must add line items to the Subcontractor SOV before you create subcontractor invoices for the purchase order or subcontract.
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  

Prerequisites

Steps

  1. Open the Subcontractor Schedule of Values from the Progress Billings Tool
  2. Update the Subcontractor Schedule of Values

Open the Subcontractor Schedule of Values from the Progress Billings 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 Progress Billings 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