Section 1: Projects Page

In “Project” page, you can see an overview of each of your projects. There’s 2 different project type: Normal and Scaffold. Create new projects by clicking into “Add Project”.

Select the “Claims type” and “BQ type” based on your preference. The description of each is explain below starting from Section 2. You can also input other necessary information in the pop up form.

Section 2: Bill of Quantities

There’s 2 different types of BQ: 1) “COEX Import format” & 2) “Google Sheet”.

1. COEX Import format

   Step 1:- After a new project is created, click into the specific project’s BQ button.

   

   Step 2:- In “Import BQ”, download the excel sample and match your current BQ with the template sample provided. Then import your excel document into the software and it will read the whole excel automatically.

  Step 3:- An example of the imported BQ as below.

1. Google sheet

With this option, it allows you to connect to google sheets. Similarly, click into the specific project’s BQ button, and it will directly open a new google sheet under the email address you entered when the project was created.

Google sheet allows you to use your own BQ formats.

Section 3: Client Claims

There’s 3 different claims type: 1) Manual, 2) BQ link and 3) File Upload.