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Procore (en-GB)

Create a Bill of Quantities on a Funding using the Project's Budget

 Limited Release
flag-us.png flag-canada.png The Funding tool is available to Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary.  To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options

Objective

To create line items on a funding's Bill of Quantities (BOQ) using the line items from a project's budget. 

Background

After your construction project's original budget is finalised in the project's Budget tool, it is recommended that you lock the budget. Once locked, you can use the steps below to quickly import your budget line items to your funding's BOQ. With this action, each line item on the project's budget creates a line item on the funding's BOQ. 

Example

The example below shows you the line items on a budget that can be used to create corresponding line items on the funding's BOQ. For example, 01-000-Purpose: Labour, 01-002-Instructions: Labour, 01-010 Project Manager: Labour and so on. 

sov-individual-line-items.png

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Funding tool. 
  2. Locate the funding to update. Then click its Number link.
  3. Click the Bill of Quantities tab.
  4. ​Below the 'Bill of Quantities' table, click Import. Then choose BOQ from Budget from the drop-down menu.

    import-sov-from-budget.png
     
  5. In the 'Import Bill of Quantities from Budget?' window, click Import
    • If the BOQ is blank, the following message appears. 

      import-sov-blank.png
    • If the BOQ has existing line items, all existing line items will be replaced with the line items in the budget.
      import-sov-from-budget-window.png

      Procore replaces any existing line items on the Bill of Quantities with the line items current in the project's budget. This can take several minutes. Once the import is complete, a GREEN banner appears to indicate the action was successful and the line items appear in the 'Bill of Quantities' table. 

See Also