Manually enter Schedule of Values (budget) in Textura

Manually Entering Your Schedule of Values in Textura:

STEP 1: Click on the project name to navigate from the Home Page to the Project Home Page.

STEP 2: Select Edit Schedule of Values from the SOV/Subcontracts dropdown menu on the central navigation bar.

STEP 3: The system displays the Edit Schedule of Values page. There are four tabs on the Edit Schedule of Values page – SoV should be the active tab.

Click in any cell (field) to begin editing. Cells that appear white (unshaded) after the line is clicked may be edited.

STEP 4: Type the Phase Code (Cost Code from E1 or as specified by Owner) or line item number.

NOTE:

Phase Codes identify line items (work breakdown) in a Schedule of Values.
Alpha-numeric text (i.e., letters and numbers) is accepted in the Phase Code field.

Insert leading zeroes (e.g. 001, 002, rather than 1, 2) before numerical Phase Codes.
Format as sequential item numbers, CSI standard codes, or other custom schemes using numbers and letters or other characters on a standard keyboard (no “Special”).

The SoV is sorted by Phase Code each time it is saved.

STEP 5: Type the Description of the line item as it is to appear on the invoice.

STEP 6: Type a dollar value (omit the dollar sign) into the appropriate field. The preferred field for original entry is SoV Amount: Adjusted. The value in this field recalculates upon saving according to the amounts entered into the Adjustment field.

NOTE: The different fields are as follows:

SoV Amount: Adjustment: Amount by which the SoV Amount: Adjusted field is increased or decreased. It is provided for later modifications to the line item(s) by the user. Adjustment values are not retained in this field after adjustments are made and saved.
SoV Amount: Adjusted: Aggregate total of SoV Amount: Adjusted as modified by the Adjustment field after saving.
The Contract Sum to Date is calculated by the system from Current Value, as modified by Net Change by CO (Change Order). Use care in editing the system derived number, as it may result in an imbalance in the Schedule of Values.

STEP 7: To enter additional lines, continue by clicking Add New Line.

STEP 8: Populate the new line with appropriate values for the information entered for line 1 (i.e., Phase Code, Description, and SoV Amount Adjusted).

NOTE: To copy a previous line, select the line you want to copy by clicking on it. Click Copy Selected. The system pastes the line immediately beneath the selected line.

NOTE: To delete a line, select the line you want to delete by clicking on it. Click Delete Selected. The system deletes the selected line. At least one item must remain on the contract.

STEP 9: Click Save Changes when budget is complete.

The system displays a Status page confirming that the budget has been saved.

NOTE: When you reopen the Schedule of Values after saving, any Adjustments to SoV Amount Adjusted are calculated and the result is displayed in the Current Value field.