Version 2026.08
Practical guidance for building Bills of Quantities, controlling change, issuing evidence and operating a governed Quantify workspace.
Create the project once, set its commercial baseline and make the first controlled entry.
Move an invited user into the correct organisation, security posture and first governed project without opening public registration.
Structure measured work, create pricing items and keep subtotals and the general summary reconciled.
Organise groups, sections and items so measurement, pricing and later change remain navigable and auditable.
Move through the node workspace, inspector, status controls and connected commercial structure without losing context.
Use reviewed node types and exact connection points to represent bill hierarchy without disconnected or misleading lines.
Record quantity, unit, description and rule references consistently enough for another surveyor to review.
Navigate NRM2 group guidance while keeping project-specific interpretation and professional review explicit.
Calibrate, measure and review quantities from an approved PDF while preserving page, scale and source context.
Create a visual aid for scope and relationships without treating the diagram as the sole commercial record.
Raise, price, evidence, review and issue a change without losing its decision history.
Raise, price, issue and track change with cause, scope, evidence, parties and status aligned.
Separate preparation, commercial review and authorised approval so a decision is attributable and supported.
Move information between QuantifyQS, spreadsheets and governed documents without obscuring the source record.
Distinguish owner, admin, QS, client, developer, project-manager and contractor authority before assigning access.
Invite, review, change and remove workspace access using least privilege and a named organisation owner.
Change organisation presentation and governed controls without confusing local preference with server authority.
Create the project identity, contract basis, parties and initial commercial figures that anchor later measurement and change.
Keep status, ownership, approvals, evidence and issued outputs aligned throughout the project lifecycle.
Use the project summary to identify baseline, approved change, forecast position and actions needing attention.
Freeze active work, confirm issued records, export required evidence and apply retention before closure.
Create, classify, review and reuse rates with source, date, location and assumptions intact.
Validate columns, units, values and provenance before adding an external spreadsheet to the governed rate library.
Adjust a rate between base and target dates using an identified series and transparent calculation.
Handle licensed external cost information within entitlement, attribution and project-context boundaries.
Keep drawings, revisions, status and project references controlled before measurement or issue.
Store, classify, retrieve and issue files through the correct tenant and project boundary.
Distinguish draft, reviewed, issued and superseded documents so the team works from the intended source.
Monitor organisation capacity, remove only authorised material and use private download controls.
Link source documents, calculations, correspondence and approvals to the decision they support.
Record a prospective risk early, assign ownership and track mitigation before it becomes an unmanaged cost or programme event.
Keep organisations, packages, contacts and tender status structured without exposing internal commercial position to external roles.
Normalise scope, qualifications and prices before making a documented recommendation.
Reconcile baseline, approved change, forecast and risk into a controlled reporting-period view.
Translate approved and forecast project values into a time-phased view with stated assumptions.
Read who did what, when, in which project and with what outcome without treating mutable local activity as durable evidence.
Search governed guidance, inspect provenance and apply only relevant material to the current project context.
Request bounded assistance, review provenance and decide whether to apply, revise or reject the result.
Control consent, data minimisation, provider calls, cost, human review and final application as one traceable workflow.
Create a readable fixed-layout output, verify content and metadata, then issue the exact generated version.
Produce a real XLSX workbook with structured values, safe formulas and a reviewable issue record.
Commission customer-specific PDF or document presentation through versioned reviewed templates.
Give a client-side participant the information and approval actions they need without exposing internal QS commercial position.
Let a contractor raise and price relevant change while preserving separation from approval and internal client-side decisions.
Plan a tenant-scoped integration around documented endpoints, entitlements, authentication, limits and idempotency.
Create, label, store, rotate and revoke tenant-scoped credentials without exposing the secret after issuance.
Receive signed events with replay protection, bounded processing, retry handling and tenant-aware correlation.
Access a Firm or Enterprise feature panel compiled for one organisation under a named commercial agreement.
Describe a product issue, control diagnostic consent and follow replies in the signed-in tenant support record.