Add a Subcontractor BOQ to a Commitment as a Subcontractor
Objective
Background
Things to Consider
- Required User Permissions:
- Your user account must be granted the required permissions to Create a Purchase Order or to Create a Subcontract.
OR - 'Standard' permission on the Commitments tool.
AND- Your user account must be designated as the payment application contact on the commitment. See Create Payment Application Contacts.
- Your user account must be a member of the 'Private' drop-down list on the commitment. See Create a Commitment.
- Your user account must be granted the required permissions to Create a Purchase Order or to Create a Subcontract.
- Requirements:
- The Subcontractor BOQ tab must be enabled. See Enable or Disable the Subcontractor BOQ Tab on a Commitment.
- The Subcontractor BOQ must be in 'Draft' or 'Revise & Resubmit' status.
- You must add line items to the Subcontractor BOQ before subcontractor payment applications are created for the commitment.
- Limitations:
- The Subcontractor BOQ is not supported with the Unit/Qty Based accounting method. See How do I set the accounting method for a commitment or main contract?
- Only the detail line items added on the Subcontractor BOQ tab will carry over to the payment application.
- For companies using the ERP Integrations tool:
- The Subcontractor BOQ in Procore detailed below does NOT sync with the integrated ERP system.
- Only the general BOQ on the commitment in Procore is synced with the integrated ERP system. See Add a Line Item to a Commitment's Bill of Quantities.
Steps
Navigate to the Subcontractor BOQ
There are several ways to navigate to the Subcontractor BOQ:
- From an email invite
If you have been designated as an 'payment application contact' (see Add Payment Application Contacts to a Commitment), your main contractor may send you an email invitation to submit a subcontractor BOQ. Open that message and click the Go to Procore button. If you are not logged into Procore at that time, you will be prompted to enter you login credentials. After logging in, the Subcontractor BOQ tab for the commitment will be opened in edit more. - From the Commitments tool
If your Procore user account has been granted 'Read Only' or 'Standard' permission on the Commitments tool, you can also log into Procore and follow these steps:- Navigate to the project's Commitments tool.
- Click the Summary or Detailed tab.
- Locate the commitment to work with and click View.
- Click the Subcontractor BOQ tab.
- From the Payment Applications tool
If your Procore user account has been granted 'Admin' permissions on the Commitments tool, you have permission to use the Payment Applications tool. Follow these steps:- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Locate the commitment to work with and click its link.
- Click the Subcontractor BOQ tab.
Once you have located the Subcontractor BOQ tab, continue with the next step.