Linking SOQ to Projects

Linking SOQ to Projects

The Schedule of Quantities (SOQ) is a core document that organizes and defines all project tasks, including materials, labor, and unit costs. In 14Build, linking an SOQ to a project ensures seamless tracking of costs, quantities, and progress.

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1. What is an SOQ?

A Schedule of Quantities (SOQ) is a detailed list that:

• Defines project tasks, including materials, labor, and other costs.
• Tracks quantities and rates for all tasks.
• Provides a basis for bidding and project cost estimates.

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2. Steps to Link SOQ to a Project

Step 1: Create or Upload an SOQ

1. Navigate to the Project Dashboard.
2. Select “SOQ Management” → “Create SOQ”.
3. Define the following:
   • Categories (e.g., Concrete, Electrical, Plumbing)
   • Materials: Item name, unit, quantity, and unit cost
   • Labor: Staff type, estimated hours, and hourly rate
4. Alternatively, upload an SOQ as a CSV file or integrate it directly via templates.

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Step 2: Link SOQ to Project

1. Go to Project Dashboard → Select the project you want to edit.
2. Navigate to “Project Settings” → “Link SOQ”.
3. Choose the SOQ file or template to link with the project.
4. Confirm SOQ linkage:
   • The system maps tasks (materials and labor) to the project phases.
   • Milestones and budgets are automatically updated based on SOQ data.

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Step 3: Assign SOQ Tasks to Teams

1. Open the SOQ Table under the linked project.
2. Assign specific tasks to in-house teams or external contractors:
   • Select a task (e.g., Concrete Pouring).
   • Choose responsible team members or contractor profiles.
3. Tasks are now visible in the Project Dashboard and linked to milestones.

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3. Benefits of Linking SOQ to Projects

Real-Time Cost and Progress Tracking

• Monitor project budgets by comparing estimated costs vs. actual expenditures.
• Track task progress percentages and quantities completed.

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Seamless Tendering Process

• Use linked SOQs as the basis for RFP (Request for Proposals).
• Contractors submit RTS (Request to Supply) bids based on SOQ line items.

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Improved Milestone Management

• Link SOQ items to project milestones to streamline escrow releases.
• Ensure payments are triggered only after proof of work submission.

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4. Use Case Example: SOQ Integration

Scenario:

A client creates a new project for “Foundation Work”. The project includes:

Item Description	Unit	Estimated Quantity	Unit Rate ($)	Total Cost ($)
Excavation	Volume (m³)	60	50	3,250
Concrete Pouring (20 MPa)	Volume (m³)	40	120	5,040

1. The client links this SOQ to the project during the creation phase.
2. Tasks are auto-generated and assigned to a contractor team.
3. Contractors submit their RTS bids based on these quantities.
4. Progress is tracked daily via On-Site Management Logs, and payment milestones are tied to completed quantities.

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5. System Flow Diagram: Linking SOQ to Projects

flowchart TD
A[Create Project] --> B[Upload/Create SOQ]
B --> C[Link SOQ to Project]
C --> D[Assign Tasks to Teams]
D --> E[Monitor Costs and Progress]
E --> F[Update Milestones]