Breaking Out Subcontractor SoV Manually

To break out the budget on the Edit SoV tab of the Edit Schedule of Values (SoV) page:

  1. Select the Add New Line button.

    The new row displays in yellow, and a dashed line borders the active field.

  2. In the Phase Code column for the new line, enter a number.

    Lines will display in order by phase code on project documents.

    When creating a phase code:

    • Use numbers and/or letters
    • Do not use special characters.
    • make phase codes sequential.

    Lines are sorted by the first digit of the phase code. If your SoV includes more than nine lines, use leading zeros to sort items correctly. Remember to add a phase code to the original line, too.

    For example: To ensure your line items sort correctly use 001, 010, and 100 for 1, 10, and 100.

    If you add Subcontractors and Suppliers, you will link the subcontracts to your SoV using phase codes.

  3. Enter a description to describe the work or expense for the line item. The first line will default to the Contract Description entered on the Project Settings page.

    Note: This is the description that will appear on an invoice for a line item. The character limit is 80 characters.

  4. In the Adjustment Amount column, enter the amount of money budgeted for the line item.

    Entering amounts in this column will update the amounts in the Scheduled Value, Contract Sum to Date, and the Balance to Complete columns. When adding Adjustment Amounts on a new line, remember to subtract an equivalent amount from the original line.

  5. Confirm your Working Totals amounts.

    The Working Totals display totals, including adjustments that are not yet saved. This row displays in red until you allocate the entire contract value in the table.

  6. After you complete your SoV, select the Save Changes button.

    The Working Totals should match the Totals when you complete the work breakdown.

    A Status page confirms the budget has been saved.