BoQ Structure

For projects with Structure Type = Bill of Quantities (BoQ) you need to create a BoQ structure with the specification based on the BoQ elements. This is handled by using the BoQ Budget Calculation page.

BoQ Elements

The fields in the following table, along with the standard Description, Quantity, and Unit of Measure Code fields, define a BoQ structure.

Field Description
BoQ Position No. Specifies the number of a BoQ position which is referenced in different processes, e.g., in a Sales Quote. The BoQ Position No. can be entered manually (if Free ON Allowed is enabled) or by using the Renumber BoQ Position No. action.
BoQ Position Type Specifies the position type and defines the specification. The options are:
- Group: used for grouping the positions in a hierarchy.
- Normal: used for common sales positions.
- Optional: used for additional sales positions that are not required.
- Alternative: provides a different option for another sales position.
- Text: used for general text that is not a sales position.
BoQ Price Type Indicates whether the total price of the BoQ position is calculated in the total amount of the project.
If set to Without Total, the values in the Sales Line Amount, Sales Line Amount Budget (LCY), Total Price, and Total Price Budget (LCY) fields are hidden.

BoQ Text

BoQ lines that are set up as BoQ Position Type = Text can have additional properties:

  • Contract Rule – Specifies if the Text position is marked as a Contract Rule. This is usually defined at the beginning or at the end of a BoQ structure.
  • Short Text – Defaults from the Description of the line.
  • Long Text – Specifies the content of service that is included with this BoQ position. If the Rich Text Editor feature is enabled, long text supports HTML formatting.

Create BoQ Positions

You can enter BoQ Positions quickly as a group, sub-group, normal position, or text position in the BoQ Budget Calculation.

On the Actions menu, choose Create Structure to access the different actions. When creating these BoQ structures, the only limitations are when creating a:

  • Group, Normal position or Text position, you must be at the same level as the source position or below a BoQ group.
  • Sub Group, you must be on a line set with BoQ Position Type = Group.

A default BoQ Position Component Code can be specified in the Project Construction Setup page.

Automatic BoQ Numbering

When Auto BoQ Numbering is enabled on the Project Card, BoQ Position Numbers are automatically assigned when creating new BoQ elements at the end of a hierarchy level. This eliminates the need to manually assign position numbers or run the Renumber BoQ Position No. action after creating new elements.

To use automatic BoQ numbering, the ON Mask must be configured and the ON Changes Allowed field must be enabled on the project. Automatic BoQ numbering applies to BoQ Groups, Sub-Groups, Normal positions, Optional positions, and Alternative positions. Numbering occurs only when creating new elements at the end of their hierarchy level; elements inserted between existing elements are intentionally left blank to avoid numbering conflicts.

BoQ Groups are numbered using the starting number from the project structure (e.g., 01., 02., 03.). Sub-Groups are numbered hierarchically under their parent group (e.g., 01.01., 01.02.). Positions (Normal/Optional/Alternative) are numbered based on their position within the group hierarchy, counting preceding siblings at the same level.

To enable automatic BoQ numbering

  1. Open the Project Card.
  2. On the Planning FastTab, turn on the Auto BoQ Numbering toggle.
  3. Ensure that there is a value in the ON Mask field and the ON Changes Allowed toggle is turned on.

When creating new BoQ elements using the Create Structure actions, position numbers are automatically calculated and assigned based on the ON Mask format and existing structure.

Note

Automatic BoQ Numbering is opt-in and off by default. Existing projects are not affected when enabling this feature.


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