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Update the BOQ in a sheet

Add, change or delete the BOQ items of a project in one sheet, check the list of changes, and save them.

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

Use this sheet to change the bill of quantities (BOQ) of a project without the schedule. The BOQ is the list of work items with quantity and rate. Each row of the sheet is one work item with its quantity and rate. You work like in Excel. You can type, copy and paste.

Before you start

  • Choose the project in the project list at the top of the screen.
  • The work items you need must exist. See Work items.
  • You need the Edit permission for project BOQs.

How to change the BOQ in the sheet

  1. Open Planning > BOQ Estimation.
  2. Click Actions and choose Update BOQs. The sheet opens in a new browser tab.
  3. To add an item, go to the empty row at the bottom. Choose the Work Item Category. Then choose the Work Item from the list. The list shows only the items of that category. Unit fills in by itself.
  4. Type the Quantity and the Rate.
  5. To change an item, type a new Quantity or Rate in its row.
  6. To delete an item, right-click its row and choose the delete row command.
  7. Scroll to the end of the sheet. Click SAVE at the bottom right.
The sheet with the columns Work Item Category, Work Item, Quantity, Unit and Rate.
The sheet with the columns Work Item Category, Work Item, Quantity, Unit and Rate.

Tip: You can copy rows from Excel and paste them into the sheet. Superwise cleans the spaces and line breaks in the pasted cells.

How to confirm the changes

After you click SAVE, the dialog Confirm Action opens. It does not save yet.

  1. Read the tabs Added, Modified and Deleted. Each tab shows the number of rows in it.
  2. Check the columns Work Item Category, Work Item, Quantity and Rate.
  3. Click Confirm to save. Click Cancel to go back to the sheet. Confirm is off when nothing changed.

The message BOQs were saved successfully! shows. The page then returns to the BOQ estimation list. Click Back to list, next to SAVE at the bottom of the sheet, to leave without saving.

What the fields mean

Name What it means
Work Item Category The group of the work item, with its code.
Work Item The work item, with its code.
Quantity The total quantity for the project. It must be above 0.
Unit The unit of the work item. You cannot change it.
Rate The price for one unit. It must be above 0.

Rows that were added or changed in the draft before show in a colour. A green row is an added item. A yellow row is a changed item.

Rules to know

  • A work item can be in the sheet only once.
  • Superwise checks the rows when you click SAVE. It lists the row numbers that need a fix.
  • The sheet changes the draft. An approver must accept the draft before the approved BOQ changes. See Approve BOQ changes.

If something goes wrong

What you see What to do
Work Item not Selected on Row No: and numbers Choose a work item in those rows, or delete the rows.
Work Item Category not Selected on Row No: and numbers Choose a category in those rows.
Quantity on Row No: and numbers must be Positive and Non - Zero Type a quantity above 0.
Rate on Row No: and numbers must be Positive and Non - Zero Type a rate above 0.
Duplicate BOQ items found on Row No: and numbers for a single activity Keep one row for each work item. Add the quantities in one row.