Scopes & Work Breakdown Structure
While the BOQ defines what the client wants delivered, Scopes define how the contractor will execute the work. The Work Breakdown Structure (WBS) organizes these execution activities into a manageable hierarchy. Together, Scopes and WBS form the backbone of project planning and cost control in JobNext.
What Are Scopes?
A Scope is an execution activity — a specific piece of work that your team needs to perform to fulfill the client's requirements. Scopes represent the contractor's internal view of the project, broken down into activities that can be estimated, scheduled, and tracked independently.
For example, a single BOQ item "Providing and laying RCC M25 grade concrete for foundation" might require multiple execution activities:
- Excavation for foundation
- PCC bed laying
- Reinforcement steel cutting and bending
- Formwork erection
- Concrete pouring
- Curing
Each of these would be a separate Scope in JobNext, all linked back to the same BOQ item.
WBS Hierarchy
The Work Breakdown Structure organizes Scopes into a four-level hierarchy:
| Level | Name | Description | Example |
|---|---|---|---|
| 1 | Package | The broadest grouping, typically representing a major division of work or a phase of the project. | Civil Works, MEP, Finishing |
| 2 | Parent Scope Group | A sub-division within a Package, grouping related categories of work. | Foundation, Superstructure, Plumbing |
| 3 | Scope Group | A further breakdown within a Parent Scope Group, grouping closely related activities. | Footing, Raft, Column, Beam |
| 4 | Scope | The individual execution activity. This is the leaf level where estimates are created and progress is tracked. | RCC M25 Pouring for Footing F1 |
A typical WBS tree looks like this:
- Civil Works (Package)
- Foundation (Parent Scope Group)
- Footing (Scope Group)
- Excavation for Footing (Scope)
- PCC for Footing (Scope)
- Reinforcement for Footing (Scope)
- RCC M25 for Footing (Scope)
- Raft (Scope Group)
- Excavation for Raft (Scope)
- Waterproofing for Raft (Scope)
- RCC M30 for Raft (Scope)
- Footing (Scope Group)
- Foundation (Parent Scope Group)
Use a consistent naming convention across all your jobs. This makes it easier to compare costs between projects and to reuse WBS Templates. Many organizations standardize their WBS structure based on trade or discipline.
WBS Templates
Creating a WBS from scratch for every job is time-consuming. JobNext provides a WBS Template library that contains pre-defined work breakdown structures based on common construction activities.
Using WBS Templates
- Navigate to the Scopes & WBS section within your Job.
- Click Import from Template.
- Browse the template library and select the template that best matches your project type.
- Select which packages and scope groups you want to import (you can choose a subset).
- Click Import to bring the selected items into your Job's WBS.
- Customize the imported scopes as needed — rename items, adjust quantities, or add/remove scopes.
Your organization can create custom WBS templates based on past projects. This is managed through the Administration module. Once a template is created, it becomes available to all users when setting up new jobs.
BOQ Items vs. Scopes
Understanding the distinction between BOQ items and Scopes is critical:
| Aspect | BOQ Item | Scope |
|---|---|---|
| Perspective | Client's view (deliverables) | Contractor's view (execution activities) |
| Purpose | Defines what the client pays for | Defines how the work gets done |
| Used for | Customer billing, contract tracking | Estimation, procurement, progress tracking |
| Units | Client's units (often composite) | Execution units (often more granular) |
| Rate | Billing rate (revenue) | Estimated cost rate (expenditure) |
Linking Rules
Scopes and BOQ items are linked together using specific rules:
- A Scope links to exactly one BOQ item. Each scope must be associated with a single BOQ item. This ensures that every execution activity contributes to a specific client deliverable.
- A BOQ item can have multiple Scopes. A single deliverable often requires several execution activities to complete. All scopes linked to the same BOQ item collectively contribute to fulfilling that deliverable.
- Unlinked Scopes are allowed. Some execution activities (like site mobilization or temporary works) may not map to any specific BOQ item. These scopes can exist without a BOQ link but are still important for cost tracking.
Always establish the BOQ-to-Scope link before creating estimates. The link determines how costs are allocated to client deliverables and affects budget tracking and billing accuracy.
BOQ Conversion Factor
Since BOQ items and Scopes often use different units of measurement, JobNext uses a Conversion Factor to translate between them.
For example, a BOQ item might measure concrete work in Cum (cubic meters), but the scope for reinforcement steel is measured in Kg. The conversion factor defines the relationship: for every 1 Cum of RCC work in the BOQ, approximately 80 Kg of reinforcement steel is needed in the scope.
| Field | Description |
|---|---|
| BOQ Unit | The unit of the linked BOQ item (e.g., Cum) |
| Scope Unit | The unit of the scope (e.g., Kg) |
| Conversion Factor | The multiplier: 1 BOQ unit = X scope units (e.g., 1 Cum = 80 Kg) |
| Scope Quantity | Automatically calculated: BOQ Quantity x Conversion Factor |
The conversion factor is set when linking a scope to a BOQ item. It can be adjusted later if the engineering assumptions change, though this will require updating the related estimates as well.