Submit your SOV for approval

The 'Progress' screen in the SOV module shows the SOV items available for submission and gets updated dynamically with the progress updates of the tasks. On the date of submission, You can select the items you want to submit and push them for approval. The remaining items will be available for submission in future billing cycles.

Note: You can submit your SOV for a month only within the submission window configured for the project by the GC.

Use the links below to jump to the section you need help with:

• Create SOV for the current cycle
• Edit the SOV
• Submit the SOV

Create SOV for the current cycle

• Open the 'SOV' > 'Progress' screen. To do so:
  • Ensure that you are on the management console of the project
  • Click the app launcher on the top-right and select 'Finance'
  • Click 'SOV' on the top, then select 'Progress' from the options on the left

The table shows the list of task items that are eligible for invoicing, with their details like the overall progress, current month's progress and their values.

• Select the items you want to submit by clicking their serial numbers
  • Hold down the 'Ctrl' or 'Shift' key on your keyboard to select multiple items. 

• Click the 'Move to Open' button at the top right

• Click 'Yes' in the confirmation dialog.

The selected items move to the 'Open' state. You can view the items waiting to be submitted from the 'Open' screen.

To view the SOV items ready to be submitted

• Open the 'SOV' > 'Open' screen. To do so:
  • Ensure that you are on the management console of the project
  • Click the app launcher on the top-right and select 'Finance'
  • Click 'SOV' on the top, then select 'Open' from the options on the left

Edit the SOV

You can:

• Add more items to the list from the 'Progress' screen, as explained above.
• Remove items from the current SOV and save them for future billing. 

To remove items from the current SOV

• Click the icon in the row to remove an item.

The item returns to the 'Progress' screen and will be available for inclusion in the future SOVs.  

Submit the SOV for approval

Once you have finalized the SOV for the current billing period, you can submit it for approval.

Note:
You cannot make any changes to the SOV after you submit it. Hence, double-check the entries before submission.

To submit the SOV for approval

• Ensure that you are in the 'SOV' > 'Open' screen. To do so:
  • Ensure that you are on the management console of the project
  • Click the app launcher on the top-right and select 'Finance'
  • Click 'SOV' on the top, then select 'Open' from the options on the left

• Click 'Publish' on the top right

• Click 'Yes' in the confirmation dialog.

The general contractor gets notified of the SOV submission from each contractor and proceeds with the approval process.

• Click 'Download Excel' to save a local copy of the SOV in Excel format.