Help

BOQ playground

Set the BOQ items, quantities and rates of each schedule task for the areas you choose, using a template of the project.

Where to find it
Planning > BOQ Estimation
Who can use it
People who have the Add Project BOQs permission.

The BOQ playground links the bill of quantities (BOQ) to the schedule. A BOQ is the list of work items with quantity and rate. A template is a set of schedule tasks, for example "Typical Floor". An area is a part of the project that uses the template, for example "Tower A". In the playground you choose a template and its areas, and then give each task its BOQ items with a quantity and a rate.

The page is called BOQ Configuration on the screen.

Before you start

  • Choose the project in the project list at the top of the screen.
  • The project needs at least one template with tasks.
  • You need the Add permission for project BOQs.

How to set the BOQ of a task

  1. Open Planning > BOQ Estimation, click Actions and choose BOQ Playground.
  2. In the first list (mark 1), choose a category. The text in the list is Category...
  3. In the second list (mark 2), choose a template. The list is off until you choose a category. The text in the list is Template...
  4. In the list of areas (mark 3), choose the areas that the change applies to. The tasks of the template appear in a table.
  5. In the row of a task, click Edit BOQs (mark 4).
  6. In the dialog BOQ Modify, add or change rows. See the table below.
  7. Click Update BOQ (mark 1 in the second picture).

The message Data Updated shows.

The BOQ Configuration page with a template chosen. Mark 1 is the category list. Mark 2 is the template list. Mark 3 is the list of areas. Mark 4 is Edit BOQs in a task row.
The BOQ Configuration page with a template chosen. Mark 1 is the category list. Mark 2 is the template list. Mark 3 is the list of areas. Mark 4 is Edit BOQs in a task row.
The dialog BOQ Modify. Mark 1 is the Update BOQ button.
The dialog BOQ Modify. Mark 1 is the Update BOQ button.

Note: If you click Edit BOQs and no area is chosen, the page says Please select the applicable nodes for the boq configuration. Choose at least one area first.

What the columns of the dialog mean

Name What it means
ID The system number of the line. You cannot change it.
BOQ ID The system number of the work item. You cannot change it.
Category The category of the work item. Choose it before you choose the BOQ.
BOQ The work item. The list shows the items of the category.
Qty The quantity for the task.
Unit The unit of the work item. It fills in by itself.
Rate The price for one unit.
Provisional? Tick it when the quantity is not final.

To add a note to a quantity, right-click the Qty cell and choose the comment command.

What the buttons on the page do

Name What it does
BOQ Summary Opens BOQ estimation.
Playground Summary Opens the summary of the changes. See Approve BOQ changes.
Edit Template Opens the tasks of the chosen template in a new browser tab.
Bulk Add Shows after you choose a template. Opens Add BOQ items to many tasks at once.
Reload Clears the category, the template and the areas.

Rules to know

  • A BOQ item can be in a task only once. The page says Duplicate BOQ items not allowed for a single activity.
  • The rate and the quantity must be above 0. For both, the page says Rate cannot be less than or equal to 0 (zero).
  • You must choose a category before the BOQ. The page says Please select a Category before choosing a BOQ.
  • If the schedule of the project came from a file, this page sends you to Bulk Add for the template.
  • The changes are a draft. An approver must accept them. See Approve BOQ changes.

If something goes wrong

What you see What to do
Could not load BOQ Configuration. Refresh page and try again Reload the page.
An error has occurred. Please try again later Try again. If it stays, tell your administrator.
Please allow popups for this website Allow pop-ups in your browser, then click Edit Template again.