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Budgeting & BOQ

The Construction Management module provides comprehensive financial planning tools including Bill of Quantities (BOQ), Budget Management, and Rate Analysis.


Bill of Quantities (BOQ)โ€‹

The BOQ module enables precise quantity estimation for construction work. Navigate to Construction > Budgets > Bill of Quantities.

BOQ List Viewโ€‹

ColumnDescription
ReferenceAuto-generated (BOQ/XXXX)
ProjectAssociated project
Sub ProjectAssociated sub-project
Work TypeClassification of work
Work Sub TypeSub-classification
QuantityComputed quantity
Total AmountComputed total

BOQ List View Bill of Quantities list view with Budgets menu dropdown

BOQ Measurementsโ€‹

Each BOQ record captures measurement dimensions for automatic quantity computation:

FieldDescription
Work Type / Sub TypeClassification (e.g., Brickwork, Electrical Work)
Unit of MeasureUOM for measurement (e.g., sq ft, cubic m)
Length x Width x Height x NosDimensions multiplied to compute Quantity automatically

BOQ Measurements BOQ form with measurement dimensions (Length x Width x Height x Nos = Quantity)

BOQ Lines & Budget Creationโ€‹

Add product lines with quantity, UOM, unit price, and computed amount. The "Create / Update Budget" button automatically generates a Budget record from the BOQ lines.

BOQ Lines BOQ lines with products and the Create/Update Budget button

tip

When you click "Create / Update Budget", the system automatically creates a new Budget or updates an existing one with the BOQ line items, saving manual data entry.


Budgetsโ€‹

Budget management tracks planned vs actual costs with variance analysis. Navigate to Construction > Budgets > Budgets.

Budget List Viewโ€‹

ColumnDescription
ReferenceAuto-generated (BDG/XXXX)
ProjectAssociated project
Sub ProjectAssociated sub-project
DateBudget date
Total PlannedTotal planned cost
Total ActualTotal actual cost incurred
Total VarianceAuto-computed (Planned - Actual)
StatusCurrent approval state

Budget List View Budgets list view with financial summary columns

Budget Approval Workflowโ€‹

Budgets follow a multi-stage approval process:

StageDescription
DraftBudget created, lines being added
ConfirmedBudget submitted for review
ApprovedBudget approved by manager
DoneBudget finalized and locked

Budget Form Viewโ€‹

Budget Lines include the following fields:

FieldDescription
Work TypeCategory of work (e.g., Brickwork)
ProductSpecific material or service
Planned AmountEstimated cost
Actual AmountReal cost incurred
VarianceAuto-computed (Planned - Actual)
Progress (%)Percentage of budget utilized

Budget Form - Lines Budget form with status bar and budget lines showing variance tracking

Budget Form - Totals Budget totals summary: Total Planned, Total Actual, and Total Variance


Rate Analysisโ€‹

Rate Analysis breaks down per-unit costs into five categories. Navigate to Construction > Rate Analysis.

Rate Analysis List Viewโ€‹

Rate Analysis List View Rate Analysis list view with Reference, Title, Work Type, and Total Amount

Rate Analysis Form Viewโ€‹

The form provides five categorized tabs for detailed cost breakdown:

TabDescription
MaterialsRaw materials and consumables
EquipmentMachinery and tools
LabourWorker wages and fees
OverheadIndirect costs
OthersMiscellaneous costs

Each line includes Product, Description, Quantity, UOM, Unit Price, and computed Amount. Category-wise totals and a grand Total Amount are auto-calculated.

Rate Analysis Form Rate Analysis form with five category tabs and material line items

Rate Analysis Totals Rate Analysis with Material Total and overall Total Amount computation

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