Your First Priced BOQ PRO

Goal: Go from a blank project to a priced, exportable Bill of Quantities.

You'll need:

• A BOQ (quantities) file and a rate table file — each either a Google Sheet shared as Anyone with the link — Viewer, or a local .xlsx/.xls/.csv file on your computer. Check your header row against Appendix E — Accepted File Formats if you haven't prepared these before — column detection is automatic, but only if your headers use recognizable labels.
• A Pro license active, with an AI provider configured and tested (Step 4 requires both). See Licensing and AI Provider Setup if you haven't done this yet.

Don't have your own files yet?

Try Explore the Demo Project first — a ready-made project with a BOQ table, rate table, and matched scenario already in place, so you can see the whole workflow before bringing your own data.

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Step 1 — Import your BOQ table

1. Click Table Manager in the left sidebar.
2. Click Import Datasets.
3. Enter a Dataset Name.
4. Provide the source — pick whichever matches your file:
   • Google Sheets: paste the share URL into the source field.
   • Local Excel/CSV file: click Browse and select the file from your computer.
5. Under Dataset Type, select Bill of Quantities (BOQ).
6. If prompted, select the sheet tab containing the BOQ data.
7. Click Ingest Dataset — Conio detects the Description, Quantity, and Unit columns automatically from your header row.

Step 2 — Import your rate table

1. Click Import Datasets again.
2. Enter a Dataset Name.
3. Provide the source the same way as Step 1 — a Google Sheets URL, or Browse for a local file.
4. Under Dataset Type, select Standard Rate Table.
5. Click Ingest Dataset — Conio detects the Description, Unit, and Rate columns automatically from your header row.

Step 3 — Create a scenario

1. Click Scenario Studio in the left sidebar.
2. Click New Scenario.
3. Enter a name, then select the BOQ table and rate table you just imported.
4. Click Create.

The scenario opens in the Scenario Studio workspace, with your BOQ items listed on the left.

Step 4 — Run Match All PRO

1. Click Match All in the scenario toolbar.

Every BOQ item is scored against the rate table and matched where the score is confident enough. Wait for it to finish — the match percentage in the toolbar updates as it runs.

Step 5 — Resolve items left unmatched

Match All matches everything it's confident about; anything left is unmatched.

1. Use the status dropdown above the item list and select Unmatched.
2. Select an item — its top-ranked rate table candidate (if any) loads in the Unit Rate Candidates panel on the right, with a match score.
3. If the candidate is correct, click Approve Match.
4. If it's wrong or no candidate appears, click Semantic Search to keyword-search the rate table directly, or Manual Override to enter a custom description and rate.

Repeat for each unmatched item.

Step 6 — Review and export the Rated BOQ

1. Go back to the Scenario Studio list (where your scenario card is shown).
2. Click the table icon (Preview Rated BOQ) on your scenario's card.
3. Check the Outline Preview tab — every row should show a quantity, rate, and amount. Switch to the Cost Summary tab for the rolled-up total by section.
4. Click Export CSV or Export Excel to download the priced bill.

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What you should see

The Scenario Studio status bar reads at or near 100% matched. The Rated BOQ preview shows every quantified item with a non-zero amount, and the exported file opens with the same figures.

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If something's wrong

Symptom	Where to look
"Access denied" importing a Google Sheet	Importing BOQ Tables — sharing setup
No candidates appear for an unmatched item	Manual Rate Matching — score threshold
Match All is missing or blocked	Licensing — this step requires Pro
Many items still pending after Match All	Matcher Scoring Profile

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Next

Improve match accuracy with AI Refine and the Matcher Scoring Profile →