Enable or Disable the Subcontractor SOV Tab on the Commitments Tool
Objective
To enable (or disable) the Subcontractor Programme of Values (Subcontractor BOQ) tab on the project's Commitments tool.
Background
In Procore's Commitments tool, the Subcontractor BOQ tab provides contractors who perform project work with a place to enter a detailed BOQ breakdown about a commitment. The Subcontractor BOQ is separate from the general BOQ tab on a commitment. Once completed, the line items on the Subcontractor BOQ can be submitted for review and approval of the work. By default, the Subcontractor BOQ tab is enabled in Procore's Commitments tool.
You can enable or disable the Subcontractor BOQ tab on:
- All of the purchase orders and subcontracts in the project's Commitments tool. For instructions, see below.
- An individual purchase order or subcontract. For instructions, see Enable or Disable the Subcontractor BOQ Tab on a Commitment.
Once enabled, the line items on the Subcontractor BOQ tab are automatically included in your project's subcontractor payment applications. To learn more, see About Subcontractor Payment Applications.
Things to Consider
- Required User Permissions:
- To enable or disable the Subcontractor BOQ tab on the project's Commitments tool, 'Admin' level permissions on the project's Commitments tool.
- Additional Information:
- By default, the Subcontractor BOQ tab is enabled in the project's Commitments tool.
- Limitations:
- The Subcontractor BOQ tab is only supported when a purchase order or subcontract is configured to use the Amount Based accounting method. It is NOT supported with the Unit-Quantity Based accounting method. To learn more, see How do I set the accounting method for a commitment or main contract?
Prerequisites
- Add the Commitments tool to the project. See Add and Remove Project Tools.
Steps
- Navigate to the project's Commitments tool.
- Click the Configure Settings
icon. - On the Contract Configuration page, scroll to the Default Contract Settings area.
- In the Enable Subcontractor BOQ by Default check box, do the following:
- To enable the tab, place a mark in the check box. This is the default setting.
- To disable the tab, remove the mark from the check box.
Note
- The Subcontractor BOQ tab is only supported when a purchase order or subcontract is configured to use the Amount Based accounting method. It is NOT supported with the Unit-Quantity Based method. To learn more, see How do I set the accounting method for a contract?
- Click Update.