Entering a Subcontractor SoV

To enter a Subcontractor Schedule of Values (SoV):

  1. Either:
    • From the Project Home page, select the Edit Budget link for the subcontract.
    • From the Subcontract List page, hover over the Manage SoV option and select Edit SoV from the dialog box.
  2. From the Edit Schedule of Values page, select the Add New Line button.

    A new line displays in the SoV table. A dashed-line borders the active field.

  3. In the Phase Code field, enter a number to organize line items in the Subcontractor budget. Phase codes can only contain numbers and letters. Do not use special characters.

    Line items sort by the first digit of the phase code. If the Subcontractor SoV includes more than nine lines, use leading zeros to sort items correctly. For example: Use 001, 010, and 100 for 1, 10, and 100.

  4. In the Description field, enter a way to define the line item. The description for the original line item defaults to the description of the component used when you linked the subcontract to your General Contractor SoV.
  5. In the Adjustment Amount field, enter the amount of money budgeted for the line item.

    Entering amounts in this field will update the amounts in the Scheduled Value, Contract Sum to Date, and Balance to Complete fields.

  6. (Optional) Add additional lines to the SoV.
  7. Confirm the Working Totals at the bottom of the page match the Totals.
  8. Select Save Changes.

    A Status page confirms the Subcontractor budget has been saved.