Create a Bill of Quantities on a Main Contract using the Project's Budget

Objective

To create line items on a main contract's Bill of Quantities (BOQ) using the line items from a project's budget. 

Background

After your initial project budget is finalized in the Budget tool, it is recommended that you lock the budget. Once locked, you can use the steps below to quickly add line items on your main contract's BOQ. When using this method, you have two options:

• Create one line item on the main contract's BOQ for each line item on the project's budget.
  The example below shows you the line items on a budget that can be used to create corresponding line items on a main contract's BOQ. For example, 01-000-Purpose: Labour, 01-002-Instructions: Labour, 01-010 Project Manager: Labour, and so on. 
  
  
   
• Create one line item on the main contracts BOQ for each division summary on the project's budget.
  The example below shows you all of the division summaries on a budget. For example, 01-General Requirements, 02-Site Construction, 03-Concrete, and so on. 
  
  

Things to Consider

• Required User Permissions:
  • 'Admin' on the project's Main Contracts tool.
• Prerequisites:
  • Create a budget. See Set up a Budget. 
• Requirements:
  • The budget must be locked. See Lock a Budget. 
  • The main contract must be in the 'Draft' status.
  • The BOQ on the main contract must be blank. The option to create an BOQ from a budget is NOT available if line items already exist.
• Limitations:
  • If you have created multiple main contracts, please be aware that you can import budget line items to a Main Contract's Bill of Quantities (BOQ). However, you do NOT have the ability to choose which budget line items that you want to import. To learn more, see Are there any system limitations when creating multiple main contracts?

Steps

1. Navigate to the project's Main Contracts tool. 
2. Locate the main contract that you want to update in the list.

    Note

   To create a bill of quantities from a budget:

   • The budget must be locked. See Lock a Budget. 
   • The main contract must be in the 'Draft' status.
   • The BOQ must be blank (no line items can exist for the options below to be available). 
3. Click Edit.
4. Click Bill of Quantities.
5. Click Edit.
6. Under Create Bill of Quantities from Budget, choose one of the available options:
   
   
    
   • Option Button 1
     This option creates one line item on the main contract's BOQ for each line item on the project's budget. 
   • Option Button 2
     This option create one line item on the main contract's BOQ for the summaries of each division on the project's budget.
7. ​Click Create.

See Also

• Update the Bill of Quantities on a Main Contract