Creation of Schedule of Values Spreadsheet Process

1. Typically, the Project Manager will be able to use the Takeoff to create a Schedule of Values (SoV)

2. The SoV should be broken down by anticipated Work Order size, meaning there will be a row on the spreadsheet for each Work Order

3. Restrictions - If the Take Off has Rows that exceed the following amounts, the project Manager should insert lines into the SoV to break the Work Orders up into manageable sizes


 * a. Countertop Work Orders should typically not exceed 100 square feet


 * b. Cabinet Work Orders should typically not exceed 5 cabinets

4. A dollar value should be associated with each Work Order and listed on each row of the SoV

5. The SoV should contain the following column headers:


 * a. Release to Production


 * i. This will probably be an estimate to start, but it is important that the CSR has a date to put into Moraware for scheduling purposes


 * ii. Release to Production Dates should be updated regularly as better information is available. The Project Manager can ask for help by the CSR for making changes in Moraware


 * b. Ship Date or Install Date


 * i. This will probably also be an estimate


 * ii. Should also be updated regularly


 * c. Dollar Value


 * d. Drawing Number(s) and Elevation Number(s)


 * e. Number of boxes


 * f. Floor


 * g. Room Number(s)


 * h. Work Order Number


 * i. Countertop Work Orders start with "A" and continue indefinitely by adding an additional letter after "Z" (ex. X, Y, Z, AA, AB, etc.)


 * ii. Casework Work Orders start with 101 and continue to 999