Enable or Disable a the Subcontractor BOQ Tab on Commitments

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Objective

To enable (or disable) the Subcontractor BOQ tab on the Commitments tool or on an individual commitment contract.

Background

In Procore's Commitments tool, the Subcontractor Bill of Quantities (Subcontractor BOQ) tab provides contractors who perform project work with a place to enter a detailed BOQ breakdown about a commitment. The Subcontractor BOQ is separate from a the general BOQ tab on a commitment. Once completed, the line items on the Subcontractor BOQ can be submitted for review and approval of the work. By default, the Subcontractor BOQ tab is enabled in Procore's Commitments tool.

There are two ways to enable the Subcontractor BOQ tab:

You can enable the tab for all commitments. To do this, you will need 'Admin' permission on the Commitments tool.
You can enable the tab on individual commitments. To do this in the Invoicing tool, you will need 'Admin' permission on the Commitments tool.

Once enabled, the data entered by users on the Subcontractor BOQ tab is automatically included in subcontractor payment applications. To learn more, see About Subcontractor Payment Applications.

Things to Consider

Required User Permissions:
- 'Admin' on the project's Commitments tool.
  
  Note
  Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Main Contracts or Commitments tool, as well as the privacy and payment application contact settings set on each main contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Payment Applications.

Additional Information:
- By default, the Subcontractor BOQ tab is enabled in Procore's Commitments tool.
- The Subcontractor BOQ is NOT supported when commitments are using the Unit-Quantity based accounting method. See How do I set the accounting method for a commitment or main contract?

Steps

Enable the Subcontractor BOQ Tab on the Commitments Tool
Enable the Subcontractor BOQ Tab on a Commitment Contract

Enable the Subcontractor BOQ Tab on the Commitments Tool

This options turns the Subcontractor BOQ tab ON for all or a project's commitments.

Navigate to the project's Commitments tool.
Click Configure Settings .
On the Contract Configuration page, scroll to the Default Contract Settings area.
Mark the Enable Subcontractor BOQ by Default checkbox.
Notes:
- To disable the Subcontractor BOQ tab, remove the tick from the box.
- The Subcontractor BOQ tab is NOT supported when commitments are using the Unit-Quantity based accounting method. See How do I set the accounting method for a commitment or main contract?
Click Update.

Enable the Subcontractor BOQ Tab on a Commitment Contract

This option turns the Subcontractor BOQ tab ON for an individual commitments. Use this option when the Subcontractor BOQ tab is disabled on a project.

Navigate to the project's Invoicing tool.
Note: If you do NOT have 'Admin' permission on the Commitments tool, you
Click the Subcontractor tab.
Locate the commitment that you want to work with in the list. Then click to open it.
Click Advanced Settings.
Click Edit.
Scroll to the Subcontractor BOQ area.
Mark the Subcontractor BOQ checkbox.
Notes:
- To disable the Subcontractor BOQ tab, remove the tick from the box.
- The Subcontractor BOQ tab is NOT supported when commitments are using the Unit-Quantity based accounting method. See How do I set the accounting method for a commitment or main contract?
Click Save.