Converting Your BOQ from Excel into C-Link

This guide provides step-by-step instructions on how to convert your Bill of Quantities (BOQ) from Excel into C-Link to create a digital price breakdown.

Estimated Read Time: 2 Minutes ⏱

It is recommended to familiarise yourself with the Project Dashboard and Procurement Schedule sections before proceeding with this guide.


Sections in this Article:


🖥️ Accessing Your Project

To begin converting your BOQ from Excel into C-Link:

  1. Log into C-Link:
    • Navigate to your project dashboard upon logging in.
  2. Select Your Project:
    • Click on your project. For this example, we are using "1 Mile End" project dashboard.
  3. Open Procurement Schedule:
    • Go from "Procurement Tools" to "Procurement Schedule".
    • You will see the different packages already created for your project.

📥 Uploading Your BOQ

Follow these steps to upload your BOQ:

  1. Select Package:
    • Choose the package you want to create a digital price breakdown for, such as "Below Ground Drainage".
  2. Create Digital Price Breakdown:
    • Click on "Create Digital Price Breakdown".
  3. Upload BOQ File:
    • You can either use the C-Link template, start from scratch, or upload your own BOQ.
    • For this example, click "Upload Your Own" and browse to select your BOQ file (e.g., "Below Ground Drainage BOQ").
  4. Automatic Extraction:
    • The system will automatically extract quantities, units, budget rates, etc., from your BOQ.

📄 Creating and Editing the Digital Price Breakdown

Customise your digital price breakdown:

  1. Review Extracted Data:
    • Scroll down to review the extracted data and press "Continue".
  2. Add Notes and Qualifications:
    • You can add notes or qualifications, such as "Please include X, Y, and Z".
  3. Edit Budget:
    • Adjust budget amounts as needed. For example, change a budget to £1200.
  4. Add and Manage Rows:
    • Use the options on the right-hand side to add, clear, or remove rows, and turn rows into group headings.
    • For example, add a row for "Site Cabins" with a quantity of 1, unit "number", and budget rate of £10,000.
  5. Private Budget Rates:
    • Your budget rates will be private and not visible to the contractor. This allows for internal tender analysis.

💾 Saving and Publishing the Digital BOQ

Finalise and publish your digital BOQ:

  1. Save Changes:
    • Once you are happy with the digital BOQ, press "Save".
  2. Publish BOQ:
    • Click "Publish" to issue the BOQ along with your tender documents.

Summary ✅

This guide has outlined the process for converting your BOQ from Excel into C-Link to create a digital price breakdown. Following these steps ensures your BOQ is accurately converted and ready for tender analysis.

🎥 Full Walkthrough Video

For a comprehensive guide, watch the full walkthrough video below: