User Manual

TaskRox Help & User Manual

Select a topic from navigation to view one module at a time.

Topic: Budget & BOQ

Budget & BOQ

Cost tracking from original estimate through committed costs and forecast to complete.

Budget tab

The Budget tab shows project cost health at a glance.

Summary cards: - Total Budget (sum of original budget) - Committed (sum of committed costs) - Forecast Final Cost - Variance (Budget minus Forecast)

Line items — add items with: - Description - Original budget - Committed cost - Forecast to complete

Status is auto-calculated: On Budget / Over Budget / Under Budget.

BOQ (Cost Estimate) tab

An AG Grid spreadsheet editor for Bill of Quantities.

Sections — add section rows (bold headings) to group related items. Sections show subtotals.

Line items — under each section, add: - Item No. - Description - Unit (m³, m², m, t, LS, etc.) - Quantity - Rate ($/unit) - Amount (auto-calculated = qty × rate)

Columns auto-save on blur. Subtotals and totals update in real time.

Excel BOQ import

Click Import BOQ to open the import sheet. Paste from Excel or upload a .xlsx file.

The importer auto-detects columns by header names (description, unit, qty, rate, amount, etc.) and shows a preview before import. Confirm to bulk-insert all rows.

After import, you can edit individual cells as normal.