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How can I digitally price bill of quantities/budget rules?

In this article, you will learn how to digitally price bill of quantities within 12Build. By entering your prices directly into the platform, you help the general contractor compare proposals more quickly and increase your chances of winning the contract.

What will you find in this article?

  • Viewing budget rules: How to open the digital bill of quantities within the project dashboard.

  • Entering prices and adding rules: Entering unit prices or total prices and expanding the list.

  • Submitting a proposal: The procedure for sending your completed price rules along with your proposal message.

Summary

You can price up bill of quantities lines by going to the Budget Rules tab in the project dashboard. Here, you enter the price per line, after which you can send the complete budget directly when submitting your proposal.

Terms and Target Audience

This article is intended for subcontractors and suppliers who have received a request that includes digital bill of quantities rules. You need access to the project dashboard via the invitation email you received or via your own 12Build account.

Viewing budget rules

Before you can enter prices, you must navigate to the digital environment for the specific request.

  1. Open the request you received via the link in your email or log in to the 12Build dashboard.

  2. If you are in the dashboard, click the Projects tab and locate the relevant project in the list.

  3. Within the project, click the Budget Rules tab.

Enter prices and add rules

On this screen, enter the financial details of your bid.

  1. Go through the list of lines and enter the unit price or the total price per line. [Image: The input screen for unit prices and total amounts]

  2. To add items not included in the original request, click Add Row at the bottom of the list. 

  3. Describe the line you added and enter the corresponding price. The information you enter is automatically saved for the next step.

Submit the proposal

Once the budget is complete, you can officially send it to the General Contractor.

  1. Click the Send Proposal button in the top right corner of the budget lines screen. [Image: The Send Proposal button in the top right corner]

  2. Follow the steps in the workflow:

    • Add your quote message.

    • Add any attachments or documents.

    • Verify that the entered price lines are linked.

  3. Click the button to send the message to the General contractor.

Frequently Asked Questions (FAQ)

Question: Is it mandatory to price the items digitally? Answer: This depends on the General contractor’s requirements. In some cases, it is a requirement for a valid submission; in others, it is optional but strongly recommended for better comparison.

Question: Where can I find the original bill of quantities in Excel or PDF? Answer: These files can be found directly in the attachment of the invitation email you received, or under the Documents tab in the project dashboard.

Troubleshooting

  • Symptom: I don’t see a “Budget Rules” tab in my project.

    • Cause: The general contractor has not prepared a digital bill of quantities for this request.

    • Solution: In this case, upload your proposal as a separate document using the standard procedure.

  • Symptom: The prices I entered do not seem to be saved.

    • Cause: You may be in a view mode without editing rights, or the connection is unstable.

    • Solution: Check whether you can start the 'Send Proposal' workflow; the rules are permanently linked to your message upon sending.