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Finance Workflow Tutorial

A walkthrough for QSes and finance teams covering BOQ, IPC, variations, multi-currency, and reporting.

Scene list (18)​

  1. Intro
  2. BOQ workspace
  3. Create a section and lines
  4. Apply unit rates
  5. Lock revision
  6. Issue a variation (additive)
  7. Issue an omission
  8. Price a variation
  9. Submit VO for approval
  10. Agree and absorb VO into BOQ
  11. Generate IPC
  12. Materials on site
  13. Apply retention
  14. Multi-currency conversion
  15. Submit IPC
  16. Approve IPC
  17. Run cash flow forecast
  18. Wrap-up

Companion docs​