Is it required to add or import the Schedule of Value from the Approved Estimate?

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• How do I import items in my Schedule of Values from my approved Estimate?

  To import items from an approved Estimate into the Schedule of Values, go to the Menu and click Projects and find the Project you wish to import an Estimate to. Click on the pencil icon on the top right to enter Edit mode. Click on the Add Item 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 ...

• 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 add items to my Schedule of Values manually?

  To add items to my Schedule of Values manually, go to the Menu and select Projects and pick the Project you wish to add items manually. Click on the green pencil icon on the top right to enter Edit Mode and select the Schedule of Values tab. From the ...

• 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 ...