BoQ documents and versions list

Kinds of BoQ document

Every BoQ in BuildColab is a document of a certain kind. The kind decides where the BoQ is listed and whether you can edit it directly.

A new BoQ created while your company is in the budgeting phase of the project is a budget draft. A new BoQ created in any other phase is an offer.

When the Drafts page is shown

The Drafts (Чернови) entry in the project sidebar is shown only when all of these hold:

• your company is the investor on the project;
• the project is in the budgeting phase for your company, or in execution while a draft of the next budget is still open;
• your role has Budget preparation (Изготвяне на бюджет). The page itself also checks Offers (Оферти), so in practice you need both permissions.

What the Drafts page shows depends on the phase:

The draft card

Each budget draft on the Drafts page is a card with these elements:

Click anywhere on a draft card (outside the buttons) to open it in the BoQ editor at /projects/{project}/drafts/{boq}.

1. The Drafts (Чернови) entry in the project sidebar opens this page.
2. A draft card shows the draft name, Number of tasks and Total value.
3. The ⋯ button opens the card menu with Rename, Duplicate, Compare, History and Delete.
4. The Budget acceptance button accepts the whole draft as the budget; it is inactive while any position has no price.
5. The + card creates a new budget draft.

How to create a new budget draft

1. On the Drafts page, click the + card. You need Offers at Edit; without it a permission message appears.
2. In the dialog Create new draft (Създаване на нова чернова), type the name in Offer name (Име на оферта). The wording "offer" is reused from the Offers page.
3. To start from an existing draft, click its card under the text "The new offer can be created based on an existing one and will use its work items." The selected card shows a ✓. Click it again to deselect. A card with a lock warning icon has an unfinished current version; the tooltip says the system will finalize it automatically.
4. Click Create (Създай), or press Enter. Escape or Cancel (Отказ) closes the dialog. Create stays inactive while the name is empty.

Without a selected template, an empty budget draft is created and the toast Task list "{name}" created successfully appears. With a selected template, the chosen draft is copied under the new name as a background job titled Duplicate BoQ (Дублиране на КСС); the list refreshes when the job finishes.

1. The Offer name field for the new draft.
2. A template card of an existing draft; the selected one shows a ✓.
3. Create creates the draft (inactive while the name is empty); Cancel closes the dialog.

The card menu

How to rename a draft

1. On the Drafts page, click ⋯ on the card, then Rename (Преименувай).
2. Type the new name and press Enter or click ✓.

Name rules on the Drafts page: the name is required, 2 to 50 characters long, and may not contain script, angle brackets, --, ; or ... The messages are Required field, The name must be at least 2 characters, The name must be at most 50 characters and The name contains malicious content. On success the toast says Task list renamed to "{name}".

How to duplicate a draft

1. On the Drafts page, click ⋯ → Duplicate (Дублирай).
2. In the dialog Duplicate offer (Дублиране на оферта), pick the version in Version to duplicate (Версия за дублиране). The newest version is marked (latest). A read-only preview of the BoQ at that version is shown below.
3. Click Duplicate (Дублирай).

The copy is named "original name (Copy)" — the suffix "(Copy)" is in English in both languages; rename the copy afterwards if you need to. Duplication runs as the background job Duplicate BoQ (Дублиране на КСС) and copies the positions, quantities, prices and resource analyses of the chosen version. The copy is an independent document.

How to delete a draft

1. On the Drafts page, click ⋯ → Delete (Изтрий).
2. In the confirmation Delete offer (Изтриване на оферта) — "Are you sure you want to permanently delete this BoQ? This action cannot be undone." — click Delete (Изтрий).

Version history of a draft

Choose History (История) in the card menu to open the panel History - {name}. It lists the versions of the draft, newest first. Each entry shows Version N, Total value with the currency, and a status chip. Inside the BoQ editor the same panel also has a Preview (Прегледай) button on each version; on the Drafts page it does not. When there are no versions yet the panel says No data to show (Няма данни за показване).

For offers, the timeline also shows Offer sent, Update sent and Update request entries. See Versions, comparing and locking.

1. History in the card menu opens the panel History - {name}.
2. A Version N entry with its Total value.
3. The status chip of the version, for example Bid request base or Completed.

Accepting a budget draft

Accepting a draft turns it into the project's investment budget and moves the project into the execution phase. The Budget acceptance (Приемане на бюджет) button on the draft card accepts the whole draft. To accept only the priced part, open the draft and use Accept part of the budget (Приемане на част от бюджета) in the editor; see Partial acceptance.

The Budget acceptance button on the Drafts page is inactive when:

• the draft total is 0 or less;
• any position has no unit price. The tooltip then says "{count} items still have no price, so the whole budget cannot be accepted. Open the draft and accept only the priced part.";
• an acceptance is already running.

How to accept the whole draft

1. On the Drafts page, click Budget acceptance (Приемане на бюджет) on the draft card. You need Execution (Изпълнение) at Edit.
2. Read the confirmation: "After locking you will no longer be able to make changes. To make edits you will need to create a new bill of quantities. Are you sure you want to continue?"
3. Click Yes (Да). If the current version is not locked yet, BuildColab locks it first, then accepts it.
4. On success you land on the project page and see Budget accepted successfully (Бюджетът е приет успешно).

The "Draft - budget changes" card

After a partial acceptance, the positions you left out move into a draft of the next budget. In the execution phase, the Drafts page shows it as the card Draft - budget changes (Чернова - промени по бюджет):

• While it is being prepared, the card says "The draft with the lines not yet accepted is being prepared. You can open it in a moment." and the button reads Being prepared… (Подготвя се…).
• When it is ready, the card says "The lines not yet accepted into the budget. Open the draft to finish and accept them." Click Open (Отвори).

In that draft, positions already in the budget carry the pill Accepted (Приета). If you change one, the change goes into the budget with the next acceptance. You accept the rest with Accept part of the budget or Budget acceptance; each acceptance adds a new version to the budget. See Partial acceptance.

Other places where BoQs are listed

• Offers (Оферти) — a contractor's offers, grouped by offer request, with lock, rename, duplicate, compare, history and delete actions. See Preparing and submitting an offer.
• Budget (Бюджет) — the accepted investment budget. See Investment budget.
• Contracts with contractors (Договори с изпълнители) — the BoQs of signed subcontracts. See Costs.
• Inside any BoQ editor, click the BoQ name at the top to switch to any other BoQ of your company in the same project.

Common questions

Related

• Working in the BoQ editor
• Versions, comparing and locking
• Partial acceptance
• Investment budget