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Set Up BOQ Codes

This article will explain what BOQ codes are and how to add them to the BOQ Code setup.

Bill of Quantities (BOQ) Codes are used to structure and classify work items related to materials, labour, civil works, mechanical works, and electrical works.


How Do I Add Codes to the BOQ Code Setup?

Cost codes can be added in two ways:

Method

Description

Add a code manually

Use this option to add individual BOQ Codes.

Import codes using an Import Sheet

Use this option to add multiple BOQ Codes at once. This is recommended for large datasets.


Add a BOQ Code Manually

  1. In the Master Codes window, click BOQ Code Setup from the left panel.

    NOTE: For detailed steps on accessing the Master Codes window, check How Do I Create a Cost Codes Setup Form?

  2. Click Add New BOQ (top-left).

  3. Enter the required details.

  4. Click Add.

    • The BOQ Code will be created.

TIP:
To cancel, click the cross icon (top-left).


Adding Codes Using an Import Sheet

  1. Click the download icon (top-right).

  2. In the pop-up, click Click Here to Download Report.

    • The BOQ Code Setup Import Sheet will be downloaded.

  3. Open the downloaded file.

  4. If prompted, unblock macros before editing the Excel file.

  5. View the Instruction sheet for guidance on how to fill in the data.

  6. Open the Import Sheet and enter the required data.

  7. Return to the Instruction sheet and click Validate Data.

    NOTE: If the imported data does not match the required format or data type, validation will fail. Update the fields highlighted in red and validate the data again.

  8. Once the data is validated, a success message appears: Validation Successful. Please click on prepare button.

  9. Click Prepare Data.

  10. When prompted, save the generated JSON file.

  11. In the Import BOQ pop-up, click Choose File.

  12. Select the saved JSON file.

  13. Once the upload is complete, a success message will appear and the BOQ Codes will be added.


Add a BOQ Code Manually - Basic Information

Option

Description

BOQ Level

Select the BOQ Level from the dropdown.

Code

Enter the code name.

Description

Enter a description for the code.

Unit of Measurement (UOM)

Enter the UOM.

Parent BOQ code

Select the Parent BOQ Code, if applicable.

BOQ Code

Enter the BOQ Code.


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