Payments & Liens

Schedule of Values

Also known as: SOV

A line-item breakdown of contract value used for progress billing, typically aligned with phases or trades.

A Schedule of Values (SOV) is a line-item breakdown of the total contract value, typically organized by project phase or trade, used as the basis for progress billing. Each SOV line includes a description, scheduled value (budgeted dollar amount), and is updated each billing period with percent complete and dollars earned to date.

The SOV is the foundation of an AIA G703 continuation sheet and most commercial progress-billing systems. Owners and lenders use it to verify that progress billing matches actual work completed. A well-structured SOV breaks the contract into 20 to 40 lines on most mid-sized commercial projects — too few and the granularity is poor; too many and tracking percent-complete becomes burdensome.

Frequently asked questions

What is a Schedule of Values?+

A Schedule of Values (SOV) is a line-item breakdown of contract value, typically organized by phase or trade, used as the basis for progress billing. Each line is updated each billing period with percent complete and dollars earned.

How is the Schedule of Values created?+

The contractor builds the SOV from the original estimate, often grouping line items into 20 to 40 phase-aligned categories. The owner and architect review and approve the SOV at project start, and it remains the basis for billing throughout.

How does the SOV connect to AIA G702/G703?+

The SOV is the source for the G703 continuation sheet, which lists each scope line, scheduled value, percent complete this period and to date, materials stored, and balance to finish. The G702 summarizes the totals.

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