How to add an item from BOQ items

Created by Emily A, Modified on Thu, 17 Apr at 9:31 PM by Emily A

Adding an Item from BOQ Items

To add an item from BOQ Items, follow the steps below:

Click on the "Add Item" button.
Select "From BOQ Items" to proceed.
An off-canvas library page will open, displaying two sections:
- My Items – BOQ items added by you.
- Library Items – Standard BOQ items available in the system.
By default, the "My Items" section will be displayed when the library page opens.
The My Items section provides filters to refine the search:
- Category – Select the category of the item.
- Subcategory – Further refine the search within a category.
- Type of Work – Choose the type of work the item belongs to.
- Click on the "Apply" button to filter the items.
The table will display the following details for each BOQ item:
- Category – The classification of the item.
- Subcategory – A more detailed classification.
- Item Name – The name of the item.
- Type of Work – The type of work related to the item.
- Description – A brief description of the item.
- Created On – The date the item was created.
The Library Items section has the same filters and table details as My Items.
Users can select and add items from the library as needed.
Select the required BOQ item and click on the "Add" button.
After adding the item, it will be displayed in the Created Selection section.
In the Created Selection, you can:
- Edit – Modify item details.
- Delete – Remove the item from the selection.
- Preview – View item details.
Editing a BOQ Item
- Click on the Edit button next to the item.
- An off-canvas edit page will open where you can update the item details.
- After making changes, click on the "Update" button to save.
Deleting a BOQ Item
- Click on the Delete button next to the item.
- A Delete Confirmation Popup will appear asking, "Are you sure you want to delete this item?"
- Click "Yes" to remove the item or "No" to cancel the action.
Preview BOQ Item Details
Clicking on Preview will display the following details:
- Item Name
- Quantity
- Unit
- Total Amount

By following these steps, you can efficiently add, edit, delete, and manage BOQ items within a selection, ensuring accurate and well-organized item management.