Uploading New SoV from CSV for Subcontractors

You can upload you Schedule of Values (SoV) as a CSV file. Consider uploading your SoV if you already have it saved in Excel or it has several lines.

When formatting a CSV:

To upload a new Schedule of Values on the Edit Schedule of Values page:

  1. Navigate to the Edit Schedule of Values Page
  2. Select the Download Example CSV File link to save a properly formatted template.
  3. Use the sample CSV file as a formatting guide. Either enter budget details directly into the sample file, or modify an existing Excel spreadsheet to match the format of the sample file.

    The first row of the spreadsheet shows the heading for each field. Each subsequent row must include values for the following columns:

    • Column A (Phase Code): A number used to sort line items in an SoV.

      When you download the file, your phase codes will automatically populate the first column.

    • Column B (Phase Code Description): Text describing the work or expense for the line item. The character limit is 80 characters.
    • Column C (Budget Amount): The amount of money budgeted for the line item.
    • Column D (Billing Adjustment): An amount entered to account for previous, off-system billings for the line item.
    • Column E (Retention Adjustment): An amount entered to account for retention held from previous, off-system billings for the line item.

    Projects with special budgets should also include:

    • Column F (Special Budget Amount): An alternative budget tracked on the system.
    • Column G (Special Budget Changes): Changes made to the alternative budget.

    Projects with unit billing may also include:

    • Column H (Unit of Measure): The way quantities are measured.
    • Column I (Unit Price): The cost of each unit.
    • Column J (Unit Quantity): The amount of units budgeted for the line item.

      Note:  Columns H through J only display if a project uses the Display Units project setting.

  4. Save the file to your computer.
  5. On the Edit Schedule of Values page, select Browse…

    A File Upload dialog box appears.

  6. Choose your budget CSV file.

    The file name displays next to the Upload New from CSV button.

  7. Select Upload New from CSV.

    The spreadsheet lines should display in the Edit SoV tab.

  8. Verify the totals are correct and the SoV is in balance.

    If your SoV is out of balance, check the amounts you entered. Contact Oracle Support if you need help balancing your SoV.

  9. Select the Save Changes button when the SoV is complete and your totals are accurate.

    Note: The Working Totals should match the Totals.

    A Status page confirms the changes have been saved.