Revenue (BOQ) refers to the Bill of Quantities (BOQ). It is a detailed document used in construction and project management to outline the estimated quantities of materials, labor, and overhead costs needed for a project.
It can be viewed in Estimation mode or Project structure mode.
- Project Structure
This mode presents the hierarchical breakdown of a project by organizing tasks and work components. It displays task codes (e.g., 1, 1.1, 1.2) along with task names and descriptions, providing a clear view of the project’s scope and how work is grouped and sequenced. This mode is essential for understanding the overall project organization and task relationships.
Estimation
This mode focuses on the detailed financial aspects of the project. It is used to adjust specific line-level details, allowing precise entry and modification of costs, overhead, VAT, and markup for each task.
Markup Functionality
The system calculates revenue for each estimation line by applying a markup—either a percentage or a fixed amount—to the entered cost.
a) Based on BOQ: The markup is applied to individual line items as specified in the Bill of Quantities (BOQ). The relevant percentages are entered in the dialog box and subsequently applied to each corresponding item.
b) Based on WBS: This option applies markup according to the Work Breakdown Structure (WBS). In the dialog box, either a markup amount or percentage can be specified, which is then allocated to the corresponding project tasks. Distinct markup values can be assigned to each task individually.
c) Based on Expense Item:
This option enables markup to be applied to specific expense items. Both the markup amount and percentage can be adjusted as needed.
Freeze Revenue Amounts
In practice, once revenue is agreed with a client, it should remain fixed, even if internal costs change. To support this, the Estimation Document includes a "Freeze Revenue Amounts" button that modifies the system’s recalculation behavior.
If the Freeze Revenue Amounts button is pressed:
Revenue amounts in parent estimation lines are locked and no longer update automatically.
Cost and markup values continue to recalculate as needed.
This applies to both manual cost changes and overhead reallocations.
Example:
If a revenue value of 1,450.15 is frozen, and overheads are amended and adjusted using the "Allocate Overhead Costs" function, the revenue will remain unchanged, as seen when comparing the screenshots. Only the overheads, total cost, and markup will be updated accordingly.
Import BOQ from file
This feature simplifies the process of entering BOQ data by importing it from an Excel file instead of manually typing each line.
The imported Excel file (or pasted data) must match these columns:
Hierarchy Code – Code indicating the level or structure of the BOQ item in the project hierarchy.
WBS Code – Work Breakdown Structure code for organizing work packages.
Is Group–Boolean (yes/no or 1/0) to indicate if the item is a group header.
Item Code – Unique code for the BOQ item.
Description – Short description of the item.
Full Description – Detailed description of the item (optional).
Quantity – Number of units required.
UOM – Unit of Measure (e.g., m², kg, hr).
Comment Only – Optional notes for reference only (not used in calculation).
Comment line (BOQ)
This option is intended solely for adding comments to the print form without entering any financial or quantity data. It is available within the revenue line. When the checkbox is enabled, the task, unit cost, and markup fields are cleared, and the respective column values are marked as 'Not Applicable.' Only the project task, item, and comment fields remain editable. The comment entered in the content column will appear in the print form.
