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How do I create a Constrained Schedule of Values (SOV)

    1. From the welcome page click on Projects and click on the name of the project.
    2. In the table labeled Contractor(s) Schedule of Values click the green + Create button.
    3. Select the subcontractor from the drop-down menu and click Done.
      • If you don't see the subcontractor in the drop-down, navigate to the Project Companies tab and ensure the subcontractor has been added to the project.
    4. Ensure that the Constrain the Schedule of Values box is checked and type in the schedule name, retention percentage, value of the SOV and click Okay.

      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!



P
Payton is the author of this solution article.

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