Open topic with left hand navigation
Adding a Quote as an SOV item
You can add one or more quote as new line items on the Schedule of Values page of a contract
or change order.
You can only add quotes that meet the following conditions:
- For revenue quotes,
the Awarding Company of the quote
is the same as the Managing Company
in the Workspace Properties document.
- For expense quotes,
the Awarding Company of the quote
is different from the Managing Company
in the Workspace Properties document.
- The Awarding
Company and Receiving Company
of the quote is the same as those for the contract or change order.
- The quote must be
in the Reviewed state.
Proliance automatically displays the eligible quotes on
the Quotes dialog box.
To
add a quote as an SOV item
- Open the
register.
- Select the document
that you will be adding the quote to.
- Click the Schedule
of Values page.
- Click Edit.
- Click Tools
> Get Quote.
- Select the quotes
to be added from the dialog box.