Enable or Disable the Subcontractor BOQ Tab on a Commitment

Objective

To enable (or disable) the Subcontractor BOQ tab on a purchase order or subcontract.

Background

In Procore's Commitments tool, the Subcontractor Bill of Quantities (Subcontractor BOQ) tab provides contractors who perform project work with a place to enter a detailed BOQ breakdown about a purchase order or subcontract. The Subcontractor BOQ is separate from the general BOQ tab on a commitment. Once completed,  the line items on the Subcontractor BOQ can be submitted for review and approval of the work.  By default, the Subcontractor BOQ tab is enabled in Procore's Commitments tool.

You can enable or disable the Subcontractor BOQ tab on:

• An individual purchase order or subcontract. For instructions, see below. 
• All of the purchase orders and subcontracts in the project's Commitments tool. For instructions, see Enable or Disable the Subcontractor BOQ Tab on the Commitments Tool.

Once enabled, the data entered by users on the Subcontractor BOQ tab is automatically included in your project's subcontractor payment applications. To learn more, see About Subcontractor Payment applications.

Things to Consider

• Required User Permissions:
  • You must be an payment application administrator.
• Additional Information:
  • By default, the Subcontractor BOQ tab is enabled in the project's Commitments tool.
• Limitations:
  • The Subcontractor BOQ tab is only supported when a purchase order or subcontract is configured to use the Amount Based accounting method. It is NOT supported with the Unit-Quantity based accounting method. To learn more, see How do I set the accounting method for a contract or funding?
  • If your team has turned ON the 'Enable Always Editable Bill of Quantities' configuration setting in the project's Commitments tool, be aware of some important limitations. For details, see What is the 'Enable Always Editable Bill of Quantities' setting?

Prerequisites

• Create a Commitment

Steps

1. Navigate to the project's Commitments tool.
2. Under the Contracts tab, locate the purchase order or subcontract. Then click Edit.
3. Click Advanced Settings.
4. Click Edit.
5. Under Subcontractor BOQ:
   • To enable the tab, mark the Enable Subcontractor BOQ tickbox. 
   • To disable the tab, remove the mark from the Enable Subcontractor BOQ tickbox. 

      Notes

     • The Subcontractor BOQ tab is only supported when a purchase order or subcontract is configured to use the Amount Based accounting method. It is NOT supported with the Unit-Quantity based accounting method. To learn more, see How do I set the accounting method for a contract or funding?
     • If your team has turned ON the 'Enable Always Editable Bill of Quantities' configuration setting in the project's Commitments tool, be aware of some important limitations. For details, see What is the 'Enable Always Editable Bill of Quantities' setting?

See Also

• How do I set the accounting method for a contract or funding?
• Add a Subcontractor Bill of Quantities (SBOQ) to a Commitment