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Import a Funding Bill of Quantities from a CSV File

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 Limited Release
flag-us.png The Funding tool is available as a limited release for Procore customers in the United States who have implemented the Procore for Owners point-of-view dictionary. To learn more, see What tool names and terms are different in Procore for main contractors, owners and speciality contractors?

Objective

To import a funding's Bill of Quantities (BOQ) from a CSV file.

Background

A Bill of Quantities (BOQ) is a list of line items that details all of the agreed-upon costs (for example, labour, materials and so on) on a project. Abbreviated as BOQ, it itemizes the funding amount into individual pay items to show how the entire funding sum is allocated to all of the project's work. A BOQ is also based on the project's approved budget and is commonly used to determine progress payments from the funding source to the owner.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Funding tool
  • Additional Information:
    • If the 'Enable Always Editable Bill of Quantities' setting is turned OFF in the Funding Tool's Configure Settings page, the funding must be in the Draft status. This is Procore's default setting. 
    • If the 'Enable Always Editable Bill of Quantities' setting is turned ON in the Funding Tool's Configure Settings page, the funding can be in any status. However, you cannot replace line items that have been issued when performing an import. To learn more, see What is the 'Enable Always Editable Bill of Quantities' setting? 
       Important
      Before proceeding with the Steps below, always review the requirements for importing data from a CSV. See What are the requirements for importing BOQ line items from CSV?

Prerequisites

Steps

Customise the Delimiter & Download a Blank Template

  1. Navigate to the project's Funding tool. 
  2. In the table, click the Number link for the funding to open. 
  3. Click the Bill of Quantities tab. 
  4. At the bottom the Bill of Quantities page, click Import BOQ from CSV. 
  5. In the Import Bill of Quantities from CSV window, choose these options:
    • Click Customise CSV Delimiter to reveal the options. 
    • Under Choose CSV Delimiter, choose one of these options:
       Tip
      What is a delimiter? A delimiter is a character used to separate values or text strings. It marks both the beginning and end of a unit of data.
      • Comma. Separates data using a  comma (,). This is Procore's default option. 
      • Semicolon. Separates data using a semicolon (;). 
  6. Click the Download Blank CSV Template button.
    Procore downloads a blank template file named 'Subcontract BOQ Template' the download location specified for your web browser.  

Add Line Items to the Blank Template

  1. On your computer, open the template that you just downloaded. 
  2. Follow one (1) of these steps to add line item(s) to your blank template:
     Tip

Amount-Based Accounting Method

Unit/Quantity Based Accounting Method

Import the Completed CSV Template to Procore

  1. Navigate to the Main Contracts tool. 
  2. In the table, click a Number link to open the contract.
  3. Under the General tab, click Bill of Quantities.
  4. In the Bill of Quantitiess card, click Edit. 
    This places the BOQ into edit mode.
  5. Below the table, click Import and choose BOQ from CSV.
    This opens the Import Bill of Quantities from CSV window. 

    prime-import-sov-from-csv.png
  6. Upload the file as follows:
    • Click Upload File and select the completed template to upload.
      OR
    • Drag-and-drop the completed template to the CSV File area.
  7. Depending on the state of your main contract, choose the appropriate option:
    • To add more line items to the main contract, select Add Additional Line Items, then click Import. 
    • To replace all existing line items on the main contract with the template, select Replace Existing Line Items, then click Import.

Procore imports the template and displays a success banner. If you see an error message, click Show Error to learn why the import failed.