How do I add items to my Schedule of Values manually?

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• How to add an item on the Schedule of Values?

  Adding an item to SOV can be done in multiple ways. The best & quickest way is to Import. You can Import from an Estimate, Change Order or Work Order. You can also add an item Manually if the item is not in your database. To add items to SOV go to: ...

• How do you import an estimate to Schedule of Values?

  Estimates can be imported to SOV after you have created the Project you wish to link this Estimate to, to do so go to: Menu > Projects > Schedule of Values > Edit > Import From > Import from Estimate > Select Estimate from Dropdown > Add Items to ...

• If I don't Import the line items from Estimate and I add them manually, how does this affect the calculations in the Financial tab of the Project?

  Adding items manually to the Schedule of Values (SOV) will not affect the Financials of the Project negatively in any way. One important note you must remember though is that the Schedule of Values amount and Estimate amount must match exactly or ...

• How do I add the Change Order costs and marked up values to the Schedule of Values?

  Change Orders can be added two ways. They can be added manually by clicking the dropdown for Add Items to SOV or by Clicking the Gear Button in Top right Corner of screen while in safe mode and clicking green pencil in second section and turning on ...

• How do I manually add items to a Purchase Order?

  To manually add items to a Purchase Order, please go to the Menu and choose Purchase Orders and choose the PO from the list view that you want to add items to. Go to Edit mode which is the pencil icon on the top right and click Add Item to Purchase ...