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Import a Funding Schedule of Values from a CSV File

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 Limited Release
flag-us.png flag-canada.png The Funding tool is available as a limited release for Procore customers in the United States and Canada who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What dictionaries and languages are available in the Procore web application?

Objective

To import a funding's Schedule of Values (SOV) from a CSV file.

Background

A Schedule of Values (SOV) is a list of line items that details all of the agreed-upon costs (for example, labor, materials, and so on) on a project. Abbreviated as SOV, it itemizes the funding amount into individual pay items to show how the entire funding sum is allocated to all of the project's work. An SOV is also based on the project's approved budget and is commonly used to determine progress payments from the funding source to the owner.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool
  • Additional Information:
    • If the 'Enable Always Editable Schedule of Values' setting is turned OFF in the Funding Tool's Configure Settings page, the funding must be in the Draft status. This is Procore's default setting. 
    • If the 'Enable Always Editable Schedule of Values' setting is turned ON in the Funding Tool's Configure Settings page, the funding can be in any status. However, you cannot replace line items that have been invoiced when performing an import. To learn more, see What is the 'Enable Always Editable Schedule of Values' setting? 
       Important
      Before proceeding with the Steps below, always review the requirements for importing data from a CSV. See What are the requirements for importing SOV line items from CSV?

Prerequisites

Steps

Customize the Delimiter & Download a Blank Template

  1. Navigate to the project's Funding tool. 
  2. In the table, click the Number link for the funding to open. 
  3. Click the Schedule of Values tab. 
  4. At the bottom the Schedule of Values page, click Import SOV from CSV. 
  5. In the Import Schedule of Values from CSV window, choose these options:
    • Click Customize CSV Delimiter to reveal the options. 
    • Under Choose CSV Delimiter, choose one of these options:
      customize-delimiter.png
       Tip
      What is a delimiter? A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data.
      • Comma. Separates data using a  comma (,). This is Procore's default option. 
      • Semicolon. Separates data using a semicolon (;). 
  6. Click the Download Blank CSV Template button.
    Procore downloads a blank template file named 'Subcontract SOV Template' the download location specified for your web browser.  

Add Line Items to the Blank Template

  1. On your computer, open the template that you just downloaded. 
  2. Follow one (1) of these steps to add line item(s) to your blank template:
     Tip

Amount-Based Accounting Method

Unit/Quantity Based Accounting Method

Import the Completed CSV Template to Procore