Khanal Group

K-Survey

Prepare, approve and send a BOQ from a site survey

The BOQ is made from the survey's measurements. An estimator enters the rates, a manager approves it, and the approved BOQ can go to K-Projects for execution.

Last updated

Open K-SurveyAll K-Survey guides

What you need

  • A submitted or reviewed survey with at least one measurement above 0
  • The Estimator / QS, Survey manager or Organisation admin role to prepare the BOQ
  • A second person with the Survey manager or Organisation admin role to approve
  • Rates in Items and rates, or the rates to type in

Make the BOQ

  1. Open the submitted survey.
  2. Under Next step, click Prepare the BOQ from this survey.
  3. Check the BOQ title and the list of items. Untick any change you do not want.
  4. Click Make the BOQ.

Enter the rates

  1. Click Fill missing rates from the library.
  2. Type the rates still missing and click Save rates.
  3. To add an item that was not measured, open Add an item by hand, fill it in and click Add item.
  4. Click Send for review and approval and confirm.

Approve or return (manager)

  1. Click BOQs and open the BOQ in review.
  2. Check the quantities, rates and total.
  3. Click Approve, or open Return to rate entry, write What to change and click Return.

Export or send to K-Projects

  1. On the approved BOQ, click CSV or Excel to download it in the format K-Projects imports.
  2. Or click Send to K-Projects, check the preview and click Open in K-Projects.
  3. In K-Projects, choose a new contract project or an existing one and click Take the BOQ in.

Good to know

  • An approved BOQ is locked. To change it, click Revise (new version).
  • After a survey amendment, making the BOQ again shows what changed, and you tick what to apply. Items typed by hand stay as they are.
  • A BOQ holds at most 5,000 items.

Common errors

"A BOQ is made from a submitted or reviewed survey."

Submit the survey first, then prepare the BOQ.

"This survey has no measurement with a quantity above 0, so there is nothing to put in a BOQ."

Add rows to the measurement sheet (through an amendment if the survey is submitted), or add items by hand to a BOQ.

"Enter the rate of every item first (missing: …)."

Type the missing rates, click Save rates, then send for review again.

"Someone other than the person who sent it for review approves it."

Ask another survey manager or admin to approve it.

"The BOQ is in review. Approve it or return it to rate entry first, then bring the survey in."

Finish the review of the current BOQ version before you bring an amended survey in.

Related articles

Still stuck?

Email hello@khanals.in with the app name, what you clicked and the exact message you saw. Do not send passwords, PINs or authenticator codes. You can also use the contact page.