View Schedule of Values Column Overview
Nav
Allows you to show or hide line item details.
- Show: Choose the + sign to see line item details associated with a phase code.
- Hide: Choose the – sign to hide the line item details.
Phase Code
Identifies the budget line items in an SoV. Lines are sorted by the first digit of the phase code. If the SoV includes more than nine lines, use leading zeros to sort items correctly.
For example, to ensure line items sort correctly, use 001, 010, and 100 for 1, 10, and 100.
Description
Describes the line item. This is the description that will appear on an invoice for a line item.
Organization/Subcontract
Lists the organization contracted for the line and links to the Contract Maintenance page. If the column lists New, it links to the Contract Maintenance page so you can create a new subcontract.
See Creating Subcontracts Manually.
Scheduled Value Amount
Current value for the line item, including the Adjustment Amount.
Net Change by C/O Amount
Total value of change orders (positive or negative) that impacts the line item.
Contract Sum to Date Amount
Value of the line item plus or minus the Net Change by C/O amount.
Billed To Date Amount
Amount invoiced to date (changes based on Draw Context).
% Comp
Percentage of the line item completed so far.
Retention to Date Amount
Amount of retention held back.
Balance Due
Net balance on the contract (the amount left to pay on the contract)
This amount is equal to the Balance to Complete + Retention to Date Amount.
Balance to Complete
Amount left to bill on the contract (the total amount of work outstanding on the contract).
This amount is equal to the Contract Sum to Date minus the Billed to Date Amount.
View Schedule of Values with Contract Level Retention
If the Contract Level Retention setting is selected on the Project Settings page, the retention values will display in a box on the right-hand side of the page above the SoV table.
Held This Period
Amount held for the current draw.
Held Previous (if applicable)
Total amount held in previous draws (minus any previously requested retention).
Held to Date (if applicable)
Total amount held including the current draw.
Last Published Wednesday, July 10, 2024