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How to Add a BOQ Item to Your Planning Bank?

Teach the bank your own items so future matches are exact

Create your first baseline 4 steps Updated October 1, 2026

Guide 8 of 36 in Baseline creating
  1. Open the menu

    In the Cleaned BOQ, right-click the Matched BOQ Description cell and choose Add This BOQ To Planning Bank.

  2. Check the item details

    Check the Name, Description, Unit and Division of the new item. They are filled in from your BOQ row.

  3. Check mapping and resources

    Under Mapping Settings, check the Mapping % and the Duration per unit. Under Resources, review the manpower and equipment, or add more with + Manpower and + Equipment.

  4. Create the item

    Click Create.

    Tip: Next time the same item appears in a BOQ, the software will find it in your bank and match it exactly.

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