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

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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 I create Invoices for my Change Orders from the Schedule of Values tab?

  From the Schedule of Values Tab click the 3 Dot menu item in top right, choose "Add Invoice." This will open a new Invoice. In approx. middle of screen select "Add Items to Invoice." This will bring up a pop up box that contains your Schedule of ...

• 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 ...

• How do I track costs against a Change Order in addition to the Original Contract or Estimate?

  To track costs against a Change order, add the line items and line item types to the Change Order, marking them Material, Equipment, Labor, Subcontract or Other. When the CO is Approved it will add the items to the overall budget of the project and ...

• Adding a New Change Order

  Adding a New Change Order In Contractor Foreman, Change Orders are used to document and track any changes that were made to the original contract amount. You have the ability to track who requested and who approved as well as things like contractors ...