---
title: "Customizing Project Contracts (Schedule of Values) in Ontraccr"
url: "https://help.ontraccr.com/en/article/customizing-project-contracts-schedule-of-values-in-ontraccr"
language: "en"
last_updated: "2025-06-08T16:17:18.001Z"
---

# Customizing Project Contracts (Schedule of Values) in Ontraccr

## 📄 **Customizing Project Contracts (Schedule of Values) in Ontraccr**  
 

The **Project Contract** customization feature lets you define and reuse standard contract structures, also known as **Schedules of Values (SOVs)**, when setting up new projects. This helps you streamline the contracting process and eliminate manual entry of repetitive line items.

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## 🧭 **Where to Access Project Contract Templates**

1.  Go to **Settings**.
2.  Click **Customization**.
3.  Select **Project Contract** from the list of customization options.

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## 📄 **What is a Schedule of Values (SOV)?**

The **Schedule of Values** is a breakdown of the total contract amount into line items, each representing a portion of the total scope of work. In Ontraccr, you can **create templates** for these SOVs to apply during project creation.

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## 🛠️ **How to Create a Project Contract Template**

1.  In the **Project Contract** section, click **Add** or the **plus (+)** icon.
2.  Give your template a descriptive name (e.g., “Base Residential Contract”).
3.  Add the relevant **line items**:
    -   Example: *Mobilization, Foundation, Framing, Electrical Rough-In, Final Inspection*
4.  Each line item can include:
    -   Name
    -   Budgeted value
    -   (Optional) Notes or details
5.  Save the template.

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## 🧾 **Applying a Contract Template to a Project**

1.  When editing a project, click on the **Import** button → click on the **Import Schedule of Value Template**
2.  Select the relevant template → Click **Apply**
3.  All the predefined line items will populate the contract (SOV) tab within the project.

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## 💡 **Real-World Example**

If every commercial job begins with the same base contract, including mobilization, permitting, site prep, etc., you can build that once and apply it with one click every time a new commercial project starts.

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## ✅ **Tips and Edge Cases**

-   **Fully Editable Post-Apply**: After applying a template, you can still edit or remove individual line items to suit the project’s unique needs.
-   **Naming Best Practices**: Use clear, descriptive names for templates so users can easily choose the correct one during project setup.
-   **Preloaded Content**: You can templatize your **entire base contract**—not just a few line items.

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