How do I create a Schedule Of Values on Constrafor?

This tutorial will teach you how to set up a Schedule of Value (SOV) for subsequent use in our invoicing module. Scroll down in the window below to view the entire tutorial.

1. Navigate to https://www.constrafor.com/homepage
2. Click "Invoicing".
   
3. Click "Schedule of values"
   
4. Click "Create schedule of values". You will be asked to chose whether you wish to enter an SOV for approval or for storage. 
   
   A "For storage" SOV will not go through the approval workflow internally or with your subcontractor. It will directly exist in "Approved" status and it will be possible to invoice against it.
   
5. This window will pop-up. 
   Here you'll have to select the project for which you are creating this SOV as well as your counterpart. 
   
   Then, carefully enter your contract number. This contract number will be used to generate the invoice numbers associated with this SOV. 
   
   Enter the retainage you are applying to your subcontract, the contract amount, and finally select a workflow rule if applicable.
   When you're done click create.
   
   
   
   
6. You will be taken to this page to either enter the line items of your draft SOV in the SOV table manually or import a CSV file.
   
   Note that the "Details" section to the right can be collapsed or expanded to better view all the columns of the SOV by clicking on the right arrow . The scroll bar can be used as well.
7. Create as many sublines (child line items) as needed and delete the line that are not needed by clicking on the icons below. If more lines are needed, click the "+ Add line item" button at the bottom of your SOV table.
   
   Note that you can not add a child to a line populated with QTY, UM, or Unit price fields as parent items do not have these fields available.
8. Enter the cost code, description, quantity, unit of measure, and unit price for each line item. 
   
   Note that you are not able to send the SOV unless the total SOV amount matches with the sum of the line items!
9. When you're done and the sum of line items matches the SOV total, click "Send."

Done! You've created an SOV and can now start the invoicing process against this SOV.