- Open Reconcile. The default Needs attention filter shows BOQ items missing activities, activities missing resources or BOQ links, and unallocated indirects. Choose All items to inspect completed items too.
- Use Open item or Open activity to correct the exact scope, then return to reconciliation. For indirect costs, open the allocation.
- When the header shows Totals need updating, select Update totals. This runs the existing explicit server calculation.
- Expand the collapsed details only to inspect saved amounts or server diagnostics.
A zero-priced resource still counts as a cost line; it is different from an activity without resources. Sections, notes and subtotals need no activity. Missing entered BOQ quantities or selling prices do not alone block an interim snapshot. Final pricing and bid issuance have separate checks.
When ready, choose Create revision snapshot directly in Reconcile or use the Snapshot tab. A snapshot requires ready reconciliation, an up-to-date calculation and the required access to an editable draft. Ready does not mean commercial Review and Closing are complete.
Next: Save an interim snapshot or review for Closing.