SOV and Cash Allowance Status

SOV and Cash Allowance Status

Before an item can have a cash allowance request created for it, the item must have the Cash Allowance option checked off for the item in the Schedule of Values (SOV).  To verify this status please follow these instructions.

1. Go to the Project where you want to create the Cash Allowance Request.

2. Click the Project Forms tab and select the SCHEDULE OF VALUES tab.

3. In the Categories section find the line item related to the cash allowance request and check if the Cash Allowance column has been selected. 

4. If  Cash Allowance is selected, a check mark will be displayed indicating it is enabled.  This will make the item visible in the list of Cash Allowance Items in the Cash Allowance Request screen.

Enabling Cash Allowance

1. Go to the Project where you want to create the Cash Allowance Request.

2. Click the Project Forms tab and select the SCHEDULE OF VALUES tab.

3. Click the UNLOCK link to update the SOV.

4. Find the line item that you wish to enable the cash allowance and click its Checkbox under the Cash Allow column.

5. Click the LOCK link to lock the updated SOV.

Creating a Cash Allowance Category on the SOV

Another way to organize your Cash Allowances is that you can also create a Category solely for cash allowances. To do this, follow the instructions below:

1. Go to the Project where you want to create the Cash Allowance Request.

2. Click the Project Forms tab and select the SCHEDULE OF VALUES tab.

3. Click the UNLOCK link to update the SOV.

4. Click the + Add Category button. This will enable a blank category field.

5. Enter the Category Name in the field and click the Check icon to save the category.

6. The Category will be created, to add a new item, click the +Add New Line link.

7. Specify the following information:

8. The Line Item will be created. Click the LOCK link to lock the SOV. Locking the SOV will prevent it from being edited.