BOQ Setup

Build the BOQ items, calculations, notes, signatures, and print output before finalization.

What does this page do?

BOQ Setup is the complete draft workspace. Review BOQ metadata, add items from price analyses, edit quantities, inspect each item analysis, enter additions or deductions and tax, save notes and signatures, and verify the print preview before locking the contract.

Before You Start

Create a new BOQ from the BOQ register Prepare price analysis tables in the discipline Verify the BOQ currency before adding items

Workflow inside the page

Review BOQ information and management actions

Verify BOQ number, title, discipline, and currency in the information card. The action strip provides finalization, BOQ printing, item-analysis printing, and navigation back to the BOQ register.

Review BOQ information and management actions

Add an item from a price analysis table

Open the analysis selector and use the search field at the top. Select an analysis, then enter item number, work description, and quantity. The application reads the unit and unit rate from the analysis and saves the item.

Only price analyses from the current discipline are listed.
The BOQ work description can be adjusted without renaming the source analysis.
Item total = BOQ quantity × unit rate from the price analysis.

Add an item from a price analysis table

Review and edit BOQ items

The item table shows item number, work description, unit, quantity, unit rate, and total. Use the blue edit icon to change item data or quantity and the red delete icon to remove it before finalization.

Items subtotal is the sum of all item totals.
Values use the BOQ currency and configured numeric precision.
These editing actions are available only while the BOQ is a draft.

Review and edit BOQ items

Open the item price analysis

Select the orange icon in the Actions cell to expand the item analysis directly below its BOQ row. It shows each component, quantity, waste, profit, rate, and total. A nested analysis appears as a smaller table beneath its parent component.

The analysis total equals the BOQ item unit rate.
Component totals follow the quantity, supplier rate, waste, and profit stored in the analysis.
Use the red close button to collapse the analysis without leaving BOQ Setup.

Open the item price analysis

Enter additions and deductions

Enter a description and percentage, then save. A positive percentage is an addition and a negative percentage is a deduction. The application calculates the amount from the items subtotal and includes it in the final calculation.

Addition or deduction amount = items subtotal × percentage ÷ 100.
Use the edit icon to correct the description or rate and delete to remove the row.
Review all commercial adjustments before calculating tax.

Enter additions and deductions

Enter tax and verify the final calculation

Enter the tax rate and review the full final calculation. The pre-tax total is the item subtotal after additions and deductions; tax is calculated on that value, followed by the final BOQ total.

Pre-tax total = items subtotal + additions - deductions.
Tax amount = pre-tax total × tax rate ÷ 100.
Final BOQ total = pre-tax total + tax amount.

Enter tax and verify the final calculation

Review amount in words and add notes

The application converts the final BOQ total into words. Enter general notes in the separate Notes card and save them; they appear in print preview and the printed BOQ.

Review amount in words and add notes

Configure BOQ signatures

Enter contractor, consultant, and owner signature details, including position and name, then save. Organized signature fields are included in the BOQ print output.

Configure BOQ signatures

Verify print output before approval

Select Print BOQ to open a true print preview. Check logos, column widths, non-splitting item rows, final calculation, amount in words, notes, and signatures. Print Item Analyses produces the detailed analysis of every BOQ item.

Check page count and print margins before printing.
The preview uses the currently saved BOQ data.
Close the preview and correct the draft if anything is wrong.

Verify print output before approval

10 Key Step

Finalize only after the complete review

Finalization creates a fixed snapshot of items, quantities, rates, and analysis components at contract time. The contract can then be linked to Project Structure and used by schedules, execution, certificates, and reports.

Later material, labor, or equipment price changes do not alter the final contract.
Original contract item edit and delete actions stop after finalization.
Complete every required correction before selecting Finalize.

This is a contract-sensitive action. Verify rates, quantities, final calculation, and print output first.

Finalize only after the complete review

Core fields and actions

Field or action	Purpose inside the page
Review BOQ information and management actions	Verify BOQ number, title, discipline, and currency in the information card. The action strip provides finalization, BOQ printing, item-analysis printing, and navigation back to the BOQ register.
Add an item from a price analysis table	Open the analysis selector and use the search field at the top. Select an analysis, then enter item number, work description, and quantity. The application reads the unit and unit rate from the analysis and saves the item.
Review and edit BOQ items	The item table shows item number, work description, unit, quantity, unit rate, and total. Use the blue edit icon to change item data or quantity and the red delete icon to remove it before finalization.
Open the item price analysis	Select the orange icon in the Actions cell to expand the item analysis directly below its BOQ row. It shows each component, quantity, waste, profit, rate, and total. A nested analysis appears as a smaller table beneath its parent component.
Enter additions and deductions	Enter a description and percentage, then save. A positive percentage is an addition and a negative percentage is a deduction. The application calculates the amount from the items subtotal and includes it in the final calculation.
Enter tax and verify the final calculation	Enter the tax rate and review the full final calculation. The pre-tax total is the item subtotal after additions and deductions; tax is calculated on that value, followed by the final BOQ total.
Review amount in words and add notes	The application converts the final BOQ total into words. Enter general notes in the separate Notes card and save them; they appear in print preview and the printed BOQ.
Configure BOQ signatures	Enter contractor, consultant, and owner signature details, including position and name, then save. Organized signature fields are included in the BOQ print output.
Verify print output before approval	Select Print BOQ to open a true print preview. Check logos, column widths, non-splitting item rows, final calculation, amount in words, notes, and signatures. Print Item Analyses produces the detailed analysis of every BOQ item.
Finalize only after the complete review	Finalization creates a fixed snapshot of items, quantities, rates, and analysis components at contract time. The contract can then be linked to Project Structure and used by schedules, execution, certificates, and reports.

Important Notes

A draft follows current analysis data; a final contract keeps its saved snapshot.
The BOQ unit rate should equal the analysis total shown by the orange icon.
Complete required notes and signatures before finalization.