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Procore (en-GB)

Add a Subcontractor BOQ to a Commitment as an Payment Application Contact

Objective

Background

Things to Consider

Prerequisites

Steps

  1. Navigate to the Subcontractor BOQ
  2. Add Line Items to the Subcontractor BOQ

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 Purchase Order or Subcontract), 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 purchase order or subcontract will be opened in edit more. 
  • From the project's 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:
    1. Navigate to the project's Commitments tool.
    2. Click the Contracts tab.
    3. Locate the purchase order or subcontract to work with and click the Number link.
    4. Click the Subcontractor BOQ tab.
  • From the project's Invoicing tool
    If your Procore user account has been granted 'Admin' permissions on the project's Commitments tool, you have permission to use the Invoicing tool. Follow these steps:
    1. Navigate to the project's Payment Application tool. 
    2. Click the Subcontractor tab. 
    3. Locate the commitment to work with and click its link. 
    4. Click the Subcontractor BOQ tab. 

Once you have located the Subcontractor BOQ tab, continue with the next step. 

Add Line Items to the Subcontractor BOQ

  1. Click the Subcontractor BOQ tab. 
  2. In the 'Subcontractor BOQ' tab, click the Edit button.
    edit-subcontractor-boq.png
  3. For each item on the 'Subcontractor BOQ' tab, you must add new line items to provide a detailed breakdown of how the 'Remaining to Allocate' amount will be allocated:
     sub-boq-remaining-to-allocate.png
    1. For each line item that you have to allocate, do the following.
      1. Click Add Line
      2. In the new line item, enter a description of the task performed or item cost. 
      3. In the Amount box, enter the monetary amount for the line item. 
      4. Continue adding line items until the 'Remaining To Allocate' value is $0.00. 
      5. Repeat the above steps to provide a detailed line-item breakdown for every budget code listed on the Subcontractor BOQ.  See What is a budget code?
    2. When you have completed allocating all of the line items and the 'Remaining to Allocate' amount reads $0.00, you can click Submit
       Notes
      • The Submit button is dimmed and unavailable until the Remaining to Allocate fields in the Subcontractor BOQ all read £0.00.
      • After you click the button, Procore changes the status of the Subcontractor BOQ to Under Review
      • You will NOT be able to edit your submission unless the contractor changes the status of the Subcontractor BOQ to Revise & Resubmit

 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.