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Procore

Import a Main Contract BOQ from a CSV File

Objective

To import Bill of Quantities (BOQ) line items for a main contract using a Comma-Separated Values (CSV) file. 

Background

To save time from manually adding line items to a main contract's BOQ, you can download a CSV file from your project, add your line items to that file and then import it into Procore. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Main Contracts tool.

Prerequisites

Steps

  • Download a CSV Template
  • Add Line Items to a CSV Template
  • Import the Completed CSV Template to Procore

Download a CSV Template

  1. Navigate to the Main Contracts tool. 
  2. In the table, click a Number link to open the contract.
  3. Under the General tab, click Bill of Quantities.
  4. In the Bill of Quantities card, click Edit. 
    This places the BOQ into edit mode
  5. Below the table, click Import and choose BOQ from CSV.
    This opens the Import Bill of Quantities from CSV window. 

    prime-import-sov-from-csv.png
     
  6. Expand Customise CSV Delimiter.
  7. Choose a delimiter for the template file: Comma or Semicolon.
    The system's default option is Comma
  8. Click Download CSV Template and choose: Blank Template or Template with Existing Line Items
    The downloads the selected template to your web browser's configured location. 

Add Line Items to a CSV Template

  1. Open the downloaded template in a spreadsheet editor.
  2. Enter the line item data using the appropriate accounting method for the main contract. See How do I set the accounting method for a contract or funding?

Import the Completed CSV Template to Procore

  1. Navigate to the Main Contracts tool. 
  2. In the table, click a Number link to open the contract.
  3. Under the General tab, click Bill of Quantities.
  4. In the Bill of Quantitiess card, click Edit
    This places the BOQ into edit mode.
  5. Below the table, click Import and choose BOQ from CSV.
    This opens the Import Bill of Quantities from CSV window. 

    prime-import-sov-from-csv.png
  6. Upload the file as follows:
    • Click Upload File and select the completed template to upload.
      OR
    • Drag-and-drop the completed template to the CSV File area.
  7. Depending on the state of your main contract, choose the appropriate option:
    • To add more line items to the main contract, select Add Additional Line Items, then click Import
    • To replace all existing line items on the main contract with the template, select Replace Existing Line Items, then click Import.

Procore imports the template and displays a success banner. If you see an error message, click Show Error to learn why the import failed.