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Procore (en-GB)

Add Line Items to a Bill of Quantities (BOQ) on a Main Contract

Objective

To add line items to a main contract's Bill of Quantities (BOQ). 

Background

Things to Consider

Steps

  1. Navigate to the project's Main Contracts tool.
  2. Locate the main contract with the BOQ to update.
  3. Click Edit.
  4. Click Bill of Quantities.
  5. Click Add Line.
  6. Complete the data entry as follows:
    1. Budget Code
      Select a budget code from the or click Create Budget Code to create a new one. See What is a budget code?
    2. Description
      Enter a description for the line item. For example, type: Monthly Service Fee
    3. Qty
      Enter in the quantity of units.
    4. UOM
      Select the Unit of Measure (UOM) from the list. See Which units of measure (UOM) are included on Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.
    5. Unit Cost
      Enter the Unit Cost in the box provided.
    6. Amount
      The system automatically calculates the subtotal for you, based on the QtyUOM, and Unit Cost entries. 
  7. Repeat the above steps for all line items.
  8. Choose one of these options:
    • Click Save
      OR
    • Click Save & Email.