Create a Subcontractor BOQ

Create a Commitment

Complete the steps in Create a Commitment. Then update the BOQ as described next.

Update the Bill of Quantities

1. Navigate to the project's Payment applications or Progress Billings tool.

    Note

   The name of the Procore tool in your environment depends on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
2. Click the Subcontractor tab. 
3. Locate the purchase order or subcontract in the list. Then the Contract link to open the contract.
4. In the General tab, click Edit. 
5. Provide the payment application contact's user account with the appropriate access permissions. 

    Important

   To provide a subcontractor with the appropriate access permission to update the Subcontractor BOQ on a purchase order or subcontract,  you must do the following:

   1. Select the subcontractor's company name from the Contact Company drop-down list.
   2. Add the subcontractor to the Payment Application Contacts drop-down list.
   3. Add the subcontractor to the Private drop-down list.
   4. Click Save.
6. Click the Bill of Quantities tab. 
7. Click Add Line.

    Notes

   • The 'Bill of Quantities' tab is a general BOQ that details each scope of work associated with the purchase order or subcontract. 
   • The 'Subcontractor BOQ' tab is the more specific area where collaborators provide a more detailed line-item breakdown of each line item on the general Bill of Quantities tab.
8. Add all related line items to the general 'Bill of Quantities' tab:
   
   • Change Event Line Item
     If you have change events enabled, you can select a change event line item if you want to link the purchase order or subcontract to a specific change event. 
   • Main Contract Line Item
     If you do not have change events enabled, select the related line item from your main contract. If the item is not accounted for in the main contract, select the 'Non Budgeted' option.
   • Budget Code
     Select a budget code from the list or click Create Budget Code to create a new one. See What is a budget code in Procore's WBS? 
   • Description
     Enter a brief description of the line item.
   • Tax Code
     Select a tax code to use for this line item. This field only appears if you have enabled the tax codes feature. See How can I use tax codes on a project?
   • Amount
     Specify the cost of the line item.
9. Click Add Line Item to add additional line items, as necessary.
10. Once you are done adding line items, do one of the following:

     Note

    If you have already saved the payment application, the Create button is labelled Save and the Create & Email button is labelled Save & Email.
    • To add subcontractor BOQ line items on behalf of your subcontractor, click Create or Save.
      OR
    • To invite your payment application contacts to create the Subcontractor BOQ line items, click Create & Email or Save & Email to send the Payment application Contacts and email notifying them they can add their subcontractor line items to the Subcontractor BOQ tab. 

       Tip

      When does Procore send email notifications to payment application administrators, payment application contacts and members of a payment application's distribution list? To learn more, see When does Procore send email notifications to payment application contacts?
11. Continue with the next step. 

Update the Subcontractor Bill of Quantities

If you are a payment application administrator (or a payment application contact who has been invited to update a Subcontractor BOQ), you can perform these steps on the commitment contract.

1. In the commitment, click the Subcontractor BOQ tab.

    Note

   If you do NOT see a 'Subcontractor BOQ' tab on the commitment contract, a user with 'Admin' level permissions on the Commitments tool must enable it. See Add a Subcontractor BOQ to a Commitment and Enable or Disable the Subcontractor BOQ Tab on the Commitments Tool.
2. Click Edit. 
3. Enter a detailed line-item breakdown in the Subcontractor BOQ tab as follows:
   
   • Click the +Add Line Item link.
   • In the Description box add a detailed description of the work to complete. 
   • In the Amount box, add the specific amount for that work. 
   • Continue this step until the 'Remaining to Allocate' amount for that budget code and description reads £0.00.
4. When you have allocated all of the amounts in the Subcontractor BOQ tab, click the Submit button. 

    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 payment application administrator changes the status of the Subcontractor BOQ to Revise & Resubmit.