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Bulk add measurement sheets

Load the BOQ items of chosen areas into a sheet, enter their measurements in one place, and save many measurement sheets at once.

Where to find it
Site Reports > Measurement Book
Who can use it
People who have the Add Measurement Book permission.

Use Bulk Add Measurement Sheets when you measure many BOQ items on the same day. You choose the packages and areas, load their items, and fill one row for each item. One click saves all of them.

Before you start

  • The project must have a bill of quantities (BOQ) with tasks. If it has none, the page says Project currently does not have any Tasks to add Measurement.
  • You need the Add permission for the measurement book.

How to bulk add measurement sheets

  1. Open Site Reports > Measurement Book.
  2. Click the arrow at the right side of Create, then click Bulk Add (mark 1 in the picture below). The arrow is shown when you may see tasks.
  3. In 1 Contractor, choose the contractor. This step is optional.
  4. In 2 Packages / BOQ's, click the pencil icon and choose the packages in the dialog Select Packages.
  5. In 3 Areas, click the pencil icon and choose the areas.
  6. Click Load Details. The grid fills with the BOQ items of your choice. Load Details needs packages and areas.
  7. Fill Quantity, Date and Remark in the row of each item you measured.
  8. Keep Accept All (mark 1 in the second picture) ticked if the sheets must be accepted as you save. Clear the tick to save them as Pending.
  9. Click SAVE (mark 2).
The menu of the Create button. Mark 1 is Bulk Add.
The menu of the Create button. Mark 1 is Bulk Add.
The bulk add page of a project that has no BOQ tasks. It shows only the grid. Mark 1 is the Accept All box. Mark 2 is the SAVE button.
The bulk add page of a project that has no BOQ tasks. It shows only the grid. Mark 1 is the Accept All box. Mark 2 is the SAVE button.

The steps 3 to 6 need a project that has BOQ tasks. When the project has none, the page shows only the grid, Accept All and SAVE.

If you change the contractor or the packages after you entered data, a dialog asks you to confirm. Copy your data first, because the grid is loaded again.

What the columns mean

Name What it means
BOQ The BOQ item.
Rate The price for one unit.
Quantity The quantity you measured.
Estimated The quantity that was planned for the item.
Measured The quantity that is measured until now.
Unit The unit of the item.
Date The date of the measurement.
Remark A note about the measurement.
Area The area of the project.
Activity The task in that area.

Rules to know

  • A row needs a quantity above 0. The page shows A quantity greater than zero is required on Row No: and the row numbers.
  • The same BOQ item cannot be twice in the sheet. The page shows Duplicate items found on Row No: and the row numbers.
  • The date of each row must be between the expected start date of the task and today.
  • If the measured quantity goes over the estimate, a dialog says that a service request is created automatically. A measurement that goes over cannot be accepted until the service request is approved.
  • A sheet is accepted only when its work order is accepted.