Labels, filters, search, copy and move

Searching in a BoQ

The Search in BoQ (Търси в КСС) box in the BoQ editor header finds positions whose description or note contains the text you type. The search:

• starts 400 ms after you stop typing and needs at least 2 characters (at most 500);
• ignores upper and lower case and matches any part of the text;
• runs on the server over the whole BoQ, not only the rows loaded on screen;
• shows only matching positions with their categories; with no match it says No results found in this list (Няма намерени резултати в този списък).

Click × (Clear search) to return to the full BoQ. Search, filters and offer-request scope can be carried into an Excel export with Apply on-screen filters; see Exporting.

What filter categories are

A filter category (label, Bulgarian филтър-категория or етикет) is a named tag you attach to positions, for example "Stage 1", "Electrical" or "Facade". It is different from a structural category (subsection): a position sits in exactly one place in the tree, but it can carry several filter categories. Filter categories are used to:

• filter the BoQ to the tagged positions and see their count and value;
• export only the tagged positions;
• generate a contracting package and set default deadlines per category in the Contracting schedule and packages;
• find everything one Excel import brought in — each import can create a label with its own name (see Importing a BoQ from Excel).

How to create a filter category and attach it to positions

From the right-click menu (fastest):

1. In the BoQ editor, select the positions or categories (tick their checkboxes), or just right-click one row.
2. Right-click → Add to category ({count}) (Добави в категория).
3. Pick an existing filter category from the submenu, or choose ➕ Create new category (➕ Създай нова категория).
4. For a new one, type the name in the dialog New filter category (Нова филтър-категория), placeholder "Category name (e.g. Stage 1)", and click Create and add ({count}) (Създай и добави).

The label goes on the right-clicked row (for a category: every position under it) or on the whole selection when the clicked row is part of it. After assigning from a selection, the selection is cleared. If all positions already carry the label you see "All selected tasks are already in the category". A taken name gives "A filter category with this name already exists".

From the Manage categories dialog:

1. In the BoQ editor, click Controls (Контроли) → Manage categories (Управление на категории). The dialog Filter categories (Филтър-категории) opens.
2. To create one, type a name and click Add (Добави).
3. To assign positions, go to Assigning tasks (Назначаване на задачи), pick a category ("— pick a category —"), pick the positions in Pick tasks (searchable), and click Save the assignment (Запази назначението).
4. To delete a category, click Delete (Изтрий) next to it. This happens immediately, without confirmation, and removes it from all positions.

1. The selected positions (ticked checkboxes).
2. Add to category (2) in the right-click menu; the number is how many positions are selected.
3. The submenu lists the existing filter categories (this BoQ has none yet) and ➕ Create new category, which opens the New filter category dialog.

How to filter the BoQ by filter categories

1. In the BoQ editor, click Controls (Контроли). The panel BoQ controls (Контроли на КСС) opens on the right.
2. In the section Filter by category (Филтриране по категории), tick one or more categories. Use Search for a category… to find one. Each category shows "{count} tasks".
3. With 2 or more ticked, choose Match by: AND / OR (Съвпадение по: И / ИЛИ). AND shows positions that carry every selected category; OR shows positions that carry at least one.
4. The grid updates by itself after a short pause. The header now shows the summary bar Summary · {count} tasks and Total value for the filtered positions only.
5. To clear the filter, click Clear (Изчисти) next to Selected: {count}.

On the budget page and in an offer-request view, the button is Categories (Категории) and opens a simpler panel with only the filter part ("budget filter"). On the budget it also has the switch Costs (committed · certified · margin) (Разходи (ангажимент · сертифицирано · марж)), which adds cost columns to the grid; see Investment budget.

1. The section Filter by category with Search for a category… and the list of categories with their task counts (here: No categories yet).
2. Manage categories is where you manage the filter categories.
3. The switch Show in the structure puts category chips next to the rows.
4. Saved filters and Save the current filter.

Saved filters

A saved filter in the BoQ controls panel stores a combination of filter categories and the AND/OR mode under a name. Saved filters belong to the project and are visible to everyone with access to it.

1. Tick the categories you want, then click Save the current filter (Запази текущия филтър). The button is inactive while nothing is ticked.
2. Type a name in "Filter name…" and click Save (Запази).
3. To apply it later, click its name under Saved filters (Запазени филтри); an AND or OR tag shows next to it.
4. To delete it, click the bin icon next to it. There is no confirmation.

Showing labels in the tree

Switch on Show in the structure (Визуализирай в структурата) in the filter section of the BoQ controls panel to put small chips with the filter categories next to each position and category. To remove a label from one row, click × on its chip and confirm Removing a category (Премахване на категория) with Remove (Премахни). On a category row this removes the label from every position under that category.

Flat view: "Include categories"

In the BoQ controls panel, section Categories (Категории), the switch Include categories (Включи категории) is on by default. When you switch it off:

• the category tree disappears and the BoQ becomes a flat list of positions;
• all identical positions (same description, unit and note, sharing one resource analysis) are merged into one row with their quantities added up, wherever they sit in the tree — handy to see the total quantity of each kind of work;
• the resource analysis panel shows Location in the structure and, for merged rows, Found in {n} locations with the path of each place;
• you cannot add categories until you switch it back on.

Copying and pasting rows

1. In the BoQ editor, right-click a position or category (or one row of a selection) → Copy (Копирай). An info message says Copying categories, even when you copied only positions.
2. Right-click the target: a category (pastes inside it), a position (pastes into that position's category) or the empty area (pastes at the top level) → Paste (Постави).

Paste creates copies; the originals stay where they are. Each copied position keeps its resource analysis. The clipboard lives only in the open BoQ page — it does not survive a reload and does not work between browser tabs. Pasting into a BoQ whose latest version is locked shows the new-version warning first. A failure shows "Copy failed".

Copying a resource analysis to another position

1. In the BoQ editor, right-click the priced position → Copy resource analysis (Копирай ресурсен анализ).
2. Right-click the target position → Paste resource analysis (Постави ресурсен анализ).

The target's analysis is replaced by a copy of the source's resources, additional costs and profit, and its unit price is recalculated. The toast says "The resource analysis was pasted successfully". To reuse analyses from other projects, use the task template history; see Task templates and price history.

Moving rows with drag and drop

1. In the BoQ editor, point at the six-dot handle at the left of a position or category.
2. Hold the left mouse button and drag. A label says Move category or Move task.
3. Drop it between two rows to reorder, onto a category to move it inside, or onto Move to the root level (Премести на главно ниво) to move it to the top level.

The toasts are Category reordered successfully and Work item reordered successfully. A category moved next to a sibling with the same name is renamed "Name (2)". Dragging is not possible in read-only views, without Offers at Edit, in offer-request and preview modes, and while assigning positions to the schedule.

Selecting many rows

Tick the checkbox of a category to select its whole subtree; the box shows a dash when only part of it is selected. Click a row to select only it, Ctrl/Cmd+click to add or remove a row, Shift+click to select a range, and Ctrl/Cmd+Shift+click to add a range. A selection is used for: the resource analysis summary (Report), Delete selection, Copy, Add to category and the positions of a new offer request. If a category cannot be loaded while selecting, you see "Could not load the category's items — the selection was not changed. Please try again."

The floating dock

The round buttons at the bottom right of the BoQ editor are: Expand all (Отвори всички), Collapse all (Затвори всички), Go to last selected task (Към последната избрана задача) — shown when the last selected row is scrolled out of view — and Full screen (Цял екран) / Exit full screen.

Common questions

Related

• Working in the BoQ editor
• Resource analysis
• Contracting schedule and packages
• Exporting