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How do I create a constrained Schedule of Values (SOV) from my ERP?

  1. From the Welcome Page, click Projects and click the name of the Project.
  2. Ensure the subcontractor has been added to the job, and has registered. If you are unsure, click Project Companies to confirm. 
  3. Click Integration, and then Link Contract.
  4. Select the desired subcontractor from the list and click Okay in the bottom right.
  5. Click Create New Schedule.
  6. Ensure that we are constraining the SOV, select the sub from the drop down, and click Okay.
  7. Now in the Integration tab, when clicking on the name of the sub, you will see that they are currently filling out the SOV, to match the contract amount that you have just linked.  

If you still need assistance, feel free to give us a call at 877.447.2584 option 1 for support and we'd be more than happy to walk you through it!

Evan is the author of this solution article.

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