BOQ to Scope Conversion

In certain situations, client BOQs are detailed enough that a separate Execution Plan and Activities need not be created. The BOQs themselves can be used for execution — scheduling and estimation. JobNext allows users to convert BOQ Items directly into Scopes, eliminating several steps in the standard workflow.

When to Use This Shortcut

BOQ to Scope conversion is appropriate when:

The client's BOQ breakdown already matches the contractor's execution plan
BOQ items are granular enough to serve as individual execution activities
There is no need for a different organizational structure between client deliverables and execution items
You want to save time by skipping separate scope creation and linking steps

Standard workflow comparison: The standard workflow requires five steps: Create Job → Add BOQs → Define Scopes → Link Scopes to BOQs → Estimate. With BOQ to Scope conversion, you reduce this to: Create Job → Add BOQs → Convert to Scopes → Estimate.

What Gets Eliminated

Direct conversion eliminates the need to:

Eliminated Step	Standard Workflow Effort
Create Scopes from WBS	Browse WBS template, select activities, copy into job
Link Scopes to BOQs	Map each scope to its corresponding BOQ item, set conversion factors

How It Works

Bill of Quantities view showing BOQ items that can be selected for conversion to scopes — BOQ listing -- select items from here to convert directly into execution scopes

When you convert BOQ items to scopes:

Navigate to the Job and access the BOQ section
Select the BOQ items to convert
Use the Convert to Scope function
Each selected BOQ item becomes a Scope with the same description and quantities
The system automatically creates the link between the new Scope and its source BOQ
Proceed directly to estimation for the newly created scopes

Job scopes tree view showing the resulting scope hierarchy after BOQ-to-Scope conversion — Resulting Scopes tree after BOQ items have been converted into execution scopes

Time savings: This shortcut is especially valuable for jobs with many BOQ items where the client's breakdown is already well-structured. It can reduce project setup time from hours to minutes by eliminating manual scope creation and linking.

Standard Workflow vs Shortcut

Aspect	Standard Workflow	BOQ to Scope Shortcut
Steps required	5 steps	3 steps (2 eliminated)
Scope source	WBS template library	Client BOQ items directly
Linking	Manual linking with conversion factors	Automatic (1:1 relationship)
Best for	Complex projects where BOQ and execution plans differ	Projects where BOQs match execution activities
Flexibility	Full control over scope structure	Limited to BOQ structure

Consider carefully: Once BOQ items are converted to scopes, the scope structure mirrors the BOQ structure. If you later discover that the execution plan requires a different breakdown, you may need to restructure the scopes manually. Use this shortcut only when you are confident the BOQ breakdown is suitable for execution.