Process a Bill of Quantities for a Subcontractor

When working with a subcontractor, you may need to request prices for the construction project. You can exchange these files using a Placing Unit (PU) job and the Import Prices function.

To create the PU job

After updating the BoQ job, you need to create the PU job.

  1. In the BoQ job, choose New > Create Sub-Job.
  2. Choose the Yes button to create the sub-job and then choose the OK button.
  3. Go back to the Construction Project page.
  4. In the Jobs FastTab, choose the sub-job from below the BoQ job to open the Job Card.
  5. In the Project Type field, select the code for Placing Unit. The Structure Type field is automatically set to Placing Unit.

To add subcontracting positions to the PU job

Existing positions from the BoQ calculation can be copied to the BoQ Calculation for the PU job. Alternatively, you can manually enter all the positions or if you created a Placing Unit execution unit for the job, you can import them by choosing the Insert Placing Units action on the Home menu (see Execution Units).

  1. On the PU job, choose the Budget Calculation action on the Calculation menu.
  2. On the Home menu, choose the New Line action.
  3. Choose the Copy from action.
  4. In the Search Project Line request page, enter the BoQ job in the No. field.
  5. Choose the OK button.
  6. In the Search Project Lines page, select the BoQ positions to copy to the PU job.
    For example, to select a particular position and the substructure, select the main position and then in the Options section, choose Type = Current position incl. substructure.
  7. Choose the OK button.
  8. Make any necessary changes to the calculations.

To export the BoQ

Any units of measure from Business Central that do not exist in the BoQ Unit of Measure Assignment will be automatically created. Due to the limit of four characters in the BoQ Unit of Measure, the Unit of Measure Code from Business Central is shortened. If you have multiple BoQ Units of Measure assigned to the same Business Central Unit of Measure Code, you can set a default BoQ Unit of Measure to be exported.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter BoQ Unit of Measure Assignment, and then choose the related link.
  2. Select the Default Unit of Measure checkbox if this unit of measure should be used when exporting a BoQ to convert the BC Unit of Measure Code to the BoQ Unit of Measure.

Now you can start processing the export.

  1. Go back to the Job Card.
  2. On the Actions menu, choose Export BoQ.
  3. In the Export Job to BoQ dialog, the:
    • Exchange Format field is set to the same as used for the import but can be changed as needed.
    • Exchange Phase field is set to 84 Offer, which is the next step in the bidding process, but can be changed as needed.
    • Transfer Price field defaults to the None option because there are no prices but can be changed as needed.
  4. Choose the OK button.
  5. The Downloads dialog opens. Choose Open to view the file or Save as to save the file for later retrieval.

To import prices from subcontractor

After sending the export BoQ file to a subcontractor, import only the prices to the PU job.

  1. In the PU job, choose the Import Prices action on the Actions menu.
  2. In the Import Prices To Job request page, select the file from the subcontractor in the Bill of Quantities No. field.
  3. The BoQ Version No. field will be updated from the select BoQ file or a different version can be selected.
  4. The Transfer Price field defaults to the Unit Price (LCY) option but can be changed as needed.
  5. Turn on the Update Quantity toggle to update quantities in the BoQ Calculation with the quantities from the BoQ file.
  6. Turn on the Update Position Type toggle to update the position types with the position types from the BoQ file.
  7. Choose the OK button.
    The notification bar shows that the import was complete and indicates the number of imported lines.
  8. On the Calculation menu, choose Budget Calculation to open the BoQ Budget Calculation.

A new general component for Subcontractor Cost is added to each position with prices, and if set, quantities. The general component specified in the PU job's Execution Unit is used; if one is not specified, the general component from the Project Construction Setup page is used.

Nota

The Import Prices action is also accessible from the Construction Project by choosing the Functions > Import BoQ drop-down arrow > Import Prices on the Jobs FastTab.

Next steps

Once the file is returned by the subcontractor with their changes, repeat the processes above to make changes and export/import file with the subcontractor.

These processes will continue until you have an agreement with the subcontractor.

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