Tendering & procurement
Run a tender from a BOQ
Take a priced bill of quantities out to market: package it, invite the subcontractors, leve…
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Cases / Tendering & procurement
Tendering & procurement
Maintain supplier catalogs and buy from them
Import and keep your supplier price lists current, raise the project buying schedule against those live rates, and report committed spend against the estimate allowance so nothing quietly buys over budget.
How it works, step by step
3 steps across the platform - what you do at each one, and why it matters.
1
Import and update supplier catalogs
Supplier CatalogsImport each supplier price list into its own catalog and refresh it whenever new prices land, so the rates you buy against are the ones the supplier is quoting today.
Why: Buying off a stale price list is how a package lands over budget before a single order goes out. A current catalog keeps the estimate and the order working from the same numbers.
InSupplier price listsNew price updatesOutLive supplier catalogsCurrent buying rates
2
Raise the buying schedule
ProcurementBuild the project buying schedule and price each package straight off the live supplier catalogs, so every line carries a real quoted rate rather than a guessed allowance.
Why: Pricing the buy against the actual catalog turns a rough allowance into a committed number you can hold the supplier to, and it flags any item where the market has moved since the estimate.
InLive supplier catalogsPackage scopeOutPriced buying scheduleCommitted orders
3
Report committed spend vs allowance
ReportsPull the committed-cost report and set the orders you have placed against the allowance carried in the estimate, package by package.
Why: Knowing early which packages are buying over their allowance is what lets you claw the money back elsewhere while there is still budget to move, not at final account.
InPlaced ordersEstimate allowancesOutCommitted spend reportOver-budget flags
Modules in this playbook
3 / 184 platform modules