Add a Line Item to a Commitment's Bill of Quantities
Objective
To add a line item to a Bill of Quantities (BOQ) for a subcontract or purchase order in the Commitments tool to account for costs included in the commitment.
Background
Things to Consider
- Required User Permission:
- 'Admin' on the project's Commitments tool.
Steps
- Navigate to the project's Commitments tool.
- Click the Summary or Detailed tab.
- Locate the purchase order or subcontract in the list. Then click Edit.
- Click Bill of Quantities.
- Click Add Line.
- Follow the appropriate steps depending on whether your accounting method is Amount Based or Unit/Quantity Based:
Note
To edit your accounting method before adding BOQ line items, see Edit the Advanced Settings Tab on a Commitment. For more information on accounting methods, see How do I set the accounting method for a commitment or main contract?- For Amount Based contracts
- Change Event Line Item
If you have change events enabled, you can select a change event line item if the commitment needs to be linked to a change event. - Budget Code
Select a budget code from the or click Create Budget Code to create a new one. See What is a budget code? - Description
Enter a description for the line item. For example, type: Monthly Service Fee - Amount
Enter the amount of the cost. - Billed to Date
The system automatically calculates the amount billed on the commitment up to the current date. - Amount Remaining
Enter the amount that has NOT been billed to the current date. - Tax Code
Enter a tax code to use for this line item. This field only appears if you have enabled the tax codes feature. See How can I use tax codes on a project?
- Change Event Line Item
- For Unit/Quantity Based contracts
- Change Event Line Item
If you have change events enabled, you can select a change event line item if the commitment needs to be linked to a change event. - Budget Code
Select a budget code from the or click Create Budget Code to create a new one. See What is a budget code? - Description
Enter a description for the line item. For example, type: Monthly Service Fee - Qty
Enter in the quantity of units. - UOM
Enter the Unit of Measure (UOM) in the list.Notes
- To view the default options in the list, see Which units of measure (UOM) are included on Procore's master list?
- To update the available options in the list, see Update a Unit of Measure to the Unit of Measure Master List.
- Unit Cost
Enter the Unit Cost in the box provided. - Amount
The system automatically calculates the subtotal for you, based on the Qty, UOM, and Unit Cost entries. - Billed to Date
The system automatically calculates the amount billed on the commitment up to the current date. - Amount Remaining
Enter the amount that has NOT been billed to the current date. - Tax Code
Enter a tax code to use for this line item. This field only appears if you have enabled the tax codes feature. See How can I use tax codes on a project?
- Change Event Line Item
- For Amount Based contracts
- Choose one of these options:
- Save. Click this button to save your purchase order.
OR - Save & Email. Click this button if you are ready to forward the purchase order to the subcontractor.
- Save. Click this button to save your purchase order.