Manage Categories from BoQ My Items

Managing Categories – Keep Your BoQ Organized

Easily manage categories to ensure your BoQ stays structured and adaptable to changing project needs.

Steps to Manage Categories

1. Access Category Management

• Click on the Manage Categories button to open the category management interface.

Pro tip: Organize categories logically—clear and consistent categorization makes it easier to find and filter items quickly.

Modifying Categories – Keep Your Lists Relevant

Once inside the Category Management section, you can easily update your categories to reflect evolving project requirements.

What You Can Do Here

• Rename – Click the Rename option to update the category name for clarity.
• Edit – Select the Edit option to modify category details as needed.
• Delete – Choose the Delete option to remove outdated or unnecessary categories.

Pro tip: Regularly review and update your categories to maintain an organized and efficient BoQ.

Adding a New Category – Expand Your BoQ

• Easily add new categories to keep your BoQ organized and aligned with your project requirements.

Steps to Add a New Category

• Click the Add Category button to open the category creation form.
• Select the Category, Sub-Category, and Type of Work from the dropdowns.
• Click Add Category to confirm and save your new category.
• The newly added category will now appear in the Manage Categories list for future use.

Pro tip: Use clear and descriptive names when adding new categories—this ensures easy identification and smooth filtering later.