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Add or Manage Bill of Quantities for a Cost Item in Portfolio Financials

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Objective

To add or manage Bill of Quantities (BOQ) for a cost item in the Cost Tracker of a Portfolio Financials project.

Background

The Cost Tracker section in Portfolio Financials is used to track committed and forecasted costs against your budget over the course of a project.

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher. 
  • Additional Information:
    • Bill of Quantities will pull into a contract if it is awarded directly from the Cost Tracker, as opposed to through tendering.

Steps

To add Bill of Quantities:
  1. Navigate to the Cost Tracker section of the Project Page. 
  2. Click the arrow icon-solid-arrow-pfcp.png icon next to the cost item you want to add a Bill of Quantities (BOQ) to. 
  3. Click Add BOQ to [cost item].
  4. Enter a name for the BOQ in the text box.
  5. Click Add BOQ to add the BOQ to the cost item.  
  6. Optional: 
    • To add another BOQ to a cost item:
      1. Hover over the BOQ and click the vertical ellipsis icon-ellipsis-vertical.png icon. 
      2. Choose one of the following:
        • Click Insert BOQ above if you want the new BOQ to show above the existing BOQ. 
          OR
        • Click Insert BOQ below if you want the new BOQ to show below the existing BOQ. 
      3. Enter a name for the BOQ in the text box.
      4. Click Add BOQ to add the BOQ to the cost item. 
To rename Bill of Quantities:
  1. Hover over the BOQ you want to rename and click the vertical ellipsis icon-ellipsis-vertical.png icon. 
  2. Click Rename.
  3. Enter the revised name in the text box.
  4. Press ENTER or RETURN on your keyboard to save the changes. 
To delete Bill of Quantities:
  1. Hover over the BOQ you want to delete and click the vertical ellipsis icon-ellipsis-vertical.png icon. 
  2. Click Delete.
  3. On the 'Delete Budget Detail' window, click Delete.