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14Build Documentation

Defining Categories

Defining Categories

Creating an SOQ (Schedule of Quantities) begins with defining job categories. Categories organize related tasks and jobs into sections, simplifying project planning, tendering, and cost management.

What Are Categories?

Categories represent major project divisions such as:

  • Foundation Work
  • Electrical Installations
  • Plumbing and HVAC
  • Interior Finishes

Each category contains specific jobs like material procurement, labor tasks, and combined tasks involving both.

How to Define Categories

Step 1: Access the SOQ Management Panel

  • Go to Project Dashboard.
  • Select a project or create a new one.
  • Navigate to SOQ Management and click “Create New SOQ”.

Step 2: Define Job Categories

  1. Click “Add Category”.
  2. Enter:
    • Category Name: A clear project section title (e.g., Electrical Work).
    • Category Description: Add relevant details (optional).

Step 3: Save Categories

  • Click “Save Category” after entering each job category.
  • Add multiple categories as needed.

Best Practices for Defining Categories

  1. Use Industry-Standard Names:

    • Use clear, industry-standard names for easy reference.

  2. Organize by Project Phase:

    • Group related jobs into categories based on project phases like Planning, Execution, and Finishing.

  3. Keep It Consistent:

    • Use the same category structure across all related projects for better bid evaluation and project tracking.

Use Case Example: Defining Categories

Scenario:

A client managing a commercial office construction project creates an SOQ with the following categories:

  • Foundation Work: Excavation, structural concrete, and reinforcement.
  • Electrical Installations: Wiring, panel boards, and lighting fixtures.
  • Plumbing and HVAC: Piping, water heaters, and ventilation systems.

These categories make job entry, bid management, and payment milestones clear and structured.

Benefits of Defining Categories

  1. Improved Project Organization:

    • Clear project breakdown simplifies tendering and progress tracking.

  2. Accurate Cost Estimation:

    • Costs are organized by category, helping clients and contractors budget effectively.

  3. Simplified Bid Evaluation:

    • Contractors submit bids based on predefined categories, ensuring bid transparency.

Conclusion

Defining Categories is the first step in creating an SOQ in 14Build. Categories provide a structured framework for organizing jobs, tracking tasks, and managing project costs.