Import a Main Contract BOQ from a CSV File
Objective
To update a main contract's Bill of Quantities (BOQ) by uploading a Comma Separated Values (CSV) file to the Main Contracts tool.
Background
Things to Consider
- Required User Permissions:
- 'Admin' permission on the Main Contracts tool.
- Requirements:
- The main contract must be in the Draft status.
- The import process only supports the CSV file format.
- Limitations
- Budget Codes:
- The import template and process does NOT support budget codes (see What is a budget code?). Instead, you must enter the appropriate cost code, cost type, and sub job combination for your line items directly into the import template.
- Budget Codes:
- Additional Information:
- You can add multiple items with the same cost code, even if it has the same category. In the example below, two separate line items are created.
- 02-300 - Earthwork, M, $30,000
- 02-300 - Earthwork, M, $10,500
- You can add multiple items with the same cost code, even if it has the same category. In the example below, two separate line items are created.
Steps
- Navigate to a project's Main Contracts tool.
- Locate the main contract where you want to import the BOQ.
- Click Edit.
- Click Bill of Quantities.
- (Optional) Under Import Bill of Quantities from CSV, download one of the template options:
- Blank Template
To download a blank template, click A Blank Template.
OR - Template with Existing Line Items
To download a template that includes any existing BOQ line items, click One Showing Existing Line Items.
This downloads a template named 'csv_import.csv' to the location on your computer specified in your web browser's settings.
Notes:- Using your own template or modifying a file to match a template can result in an incompatible format which can lead to import failure and/or import errors.
- After completing your BOQ data entry in a template, continue with the import process.
- While using a Procore template is marked (Optional), we recommend that you always download one of these templates to complete your BOQ data entry.
- If the combination of the sub job, cost code and cost type are non-budgeted for a line item, this line item will be added directly to the Budget with a "?" next to the line item. See Add a Partial Budget Line Item.
- Blank Template
- Update the template with your BOQ line items.
Notes:- Do NOT add, rearrange, remove or rename any of the columns or column headings in the template.
- To complete the import successfully, your data needs to be entered using the exact structure specified in the template.
- The cost code and cost type entries must exactly match the codes and types defined under Cost Codes in the project's Admin tool. See Add and Edit Project Cost Codes.
- Complete the data entry as follows:
- Cost Code Name
The detailed name of the cost code number in the following format:
'Division-Code - Title' (e.g. 01-100 - Summary)
Note: if you do not want to use a cost code, you must enter "None" in the Cost Code Name and Cost Code Number fields. - Cost Code Number
The cost code number in the following format:
'Division-Code' (e.g. 01-100)
Note: if you do not want to use a cost code, you must enter "None" in the Cost Code Name and Cost Code Number fields. - Description
(Optional) A more detailed description of the line item. - Line Item Type
(Optional) The cost type associated with your cost code (e.g., Labour, Materials, etc.). See Default Cost Type List.
Notes:- You can modify the default cost types and add its own definitions to the list.
- It is important that your data entries match your company's cost type list. For example, if the category type is Materials, use M and not m, materials, or Materials. Below are the Procore's default Cost Types. Invalid entries are listed as Other in the Type column.
- The import process is case-sensitive.
- Amount: Enter a numeric value or the contract amount. (The use of commas and/or the pound symbol (£) are not required.) For example, '15000' is correct syntax. If there is no sterling amount to enter, be sure to enter 0.00 (the import will not accept a blank cell).
Note: Blank lines still count as lines in the import process, so be sure to delete them from the end of the BOQ file before importing.
- Cost Code Name
- Specify the type of import/upload action to perform.
- Delete existing line items and add CSV as new items
- Keep existing line items and add CSV as new items
- Select the modified CSV file.
- Click Import.
- Wait a few seconds and then click the Bill of Quantities tab.
- Verify that the BOQ was imported as expected.
- If you need to make further changes to the BOQ, click Edit.
- Manually add additional line items
- Delete a line item
- Change the selected cost code number
- Edit a line item's description, type and contract amount
- Click Save.
OR
Click Save and Email if you want to save your changes, as well as forward a copy of the Main Contract using Procore's built-in email feature. You'll also be able to specify recipients and include a brief message about the Main Contract.