Bills of quantities

The section gives an overview of the bills of quantities of the project. In this section bills of quantities can be added, edited and exported.

 

How to add bill of quantity

1.     Click Add bill of quantities (plus)

2.    In the field for ‘Name’, enter a name for the bill of quantities

3.    In the field for ‘Document ID’, enter an ID for the document (optional)

4.    In the field for ‘Contracts’, select one or more contracts by clicking them in the dropdown list (optional)

5.    In the field for ‘Contact person’, enter the name of the contact person (optional)

6.    Click Save.

 

 

How to delete bill of quantity

1.     Find the bill of quantity in the list

2.    Click the checkmark at the bill of quantity

3.    Click Delete bill(s) of quantities (trashcan)

4.    A warning dialog opens. Click Yes

5.    The bill of quantities has been deleted and will no longer appear in the list.

 

 

How to export list of all bill of quantities to Excel

1.     Click Export to Excel (X)

2.    The Excel file will be downloaded.

 

 

How to export to XML

1.     Find the bill of quantity in the list

2.    Click the checkmark of the bill of quantity

3.    Click Export to XML (XML)

4.    The XML is now generated and downloaded.

 

 

How to see details for bill of quantity

1.     Find the bill of quantity in the list

2.    Click the name of the bill of quantity

 

 

How to edit details for bill of quantity

1.     Find the bill of quantity in the list

2.    Click the name of the bill of quantity

3.    Click Edit at the top bar

4.    Make changes to the given fields

5.    Click Save at the top bar.

 

 

How to add contracts to bill of quantity

1.     Find the bill of quantity in the list

2.    Click the name of the bill of quantity

3.    Click Edit at the top bar

4.    In the field for ‘Contracts’, click the field and select contracts from the dropdown list

5.    Click Save at the top bar.

 

 

How to export bill of quantity to Excel

1.     Find the bill of quantity in the list

2.    Select the bill of quantity

3.    Click Export bill of quantity to Excel

4.    Extract the downloaded zip file