Navigate the BoQ Canvas

Outcome

Move through the node workspace, inspector, status controls and connected commercial structure without losing context.

QuantifyQS keeps the working record understandable to a quantity surveyor and reconstructable by an authorised reviewer. The screen helps organise the work; the accountable professional still owns judgement and approval.

Before you start

• A selected project and bill.
• The group, section or item to inspect.
• The intended view, edit or review task.

Working method

1. Confirm contextOpen the correct organisation and project, confirm your visible role, then check that source information and status are current.
2. Make the controlled changeComplete the navigate the boq canvas task in the relevant workspace. Use references, notes and structured fields instead of relying on memory or an offline copy.
3. Review before issueCheck quantities, rates, dates, parties and evidence, then use the named review or approval state appropriate to the workflow.
4. Retain the resultKeep the issued output and its project event together. Where a PDF or spreadsheet is exported, verify the generated file before sending it outside the workspace.

Evidence and checks

• The active node and hierarchy are clear.
• Connections terminate on the intended node anchors.
• Changes remain in the current project and bill.

Roles and boundaries

• Workspace role determines what a person may view or change; plan determines what the organisation has contracted to use.
• Customer-specific Firm and Enterprise panels do not widen a user role or cross the active tenant boundary.
• AI suggestions, imported data and generated documents require human review before professional reliance or issue.