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How do I approve a Schedule of Values (SOV)?

A Schedule of Values (SOV) can be approved from either the Project Overview Page or the Dashboard.


FROM THE PROJECT OVERVIEW PAGE

  1. Click the Projects tab at the top of the page, then click on the name of the project.
  2. Towards the top of the page, you will see the Schedule of Values table.
  3. Click Review in the Actions column of an SOV in submitted status.
  4. This will take you to the SOV page. Review the General Information, Specifications, and Line Items detail.
  5. In the middle of the page, you will see a green box. Click Review.
  6. A box will appear with a blue Approve button. Click Approve.
    1. Comments entered in the optional comment box will be sent to the subcontractor in the SOV Approval email notification and will be recorded in the Audit Trail.


FROM THE DASHBOARD

  1. Click the Dashboard tab at the top of the page.
  2. In the Submittals & Approvals widget, click the Submitted icon.
  3. Under the Submittals & Approvalstable, you will see submitted items that require you approval.
    • You can use the filters to isolate SOVs in submitted status.
  4. Click Review in the Actions column of an SOV in submitted status.
  5. This will take you to the SOV page. Review the General Information, Specifications, and Line Items detail.
  6. In the middle of the page, you will see a green box. Click Review.
  7. A box will appear with a blue Approve button. Click Approve.


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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