Quantity measurement and valuation with traceable evidence and decisions
The Contract Regulation module brings the Bill of Quantities, measurement submissions, supporting evidence, reviews and financial follow up together in one traceable workflow. Every valuation can be followed from registered submission to decision and payment documentation.
What happens when valuation is handled in files and email?
Outstanding items grow quietly
Submissions that are not reviewed in time pile up, and the settlement is pushed towards the end of the project when it is hardest.
Evidence cannot be verified
When calculation methods and evidence live in separate files, it is hard to show what an approved quantity is actually based on.
Financials are compiled by hand
Approved, remaining and deviating value is compiled manually, resulting in late and uncertain governance signals.
How you work in the module
Submission registered
The measurement submission is registered against the right code or item in the Bill of Quantities.
Quantity and method documented
Quantity, description and calculation method are documented on the item.
Evidence attached
Supporting evidence, drawings and calculation records are linked to the submission.
Review and follow up
Review, comments and follow ups happen in the same context, with a traceable history.
Decision
The decision is registered with a timestamp, an accountable person and the underlying evidence.
Payment documentation
Approved items can form the basis for payment documentation and financial follow up.
The Bill of Quantities is the hub
A searchable Bill of Quantities with configurable views, support for several Bills of Quantities in the same project and a financial overview per Bill of Quantities and project.
How the workflow works: from Bill of Quantities to financials
Click through the steps to see what happens, what input is used and which responses each party can give.
Step 1 of 5
The Bill of Quantities is loaded
The contract's Bill of Quantities is loaded and becomes the project's shared workspace, with codes, headings and unit prices. Contract type and standard agreement are set on the BoQ.
Input in this step
- Bill of Quantities in Excel using the CASAI template
- Codes, headings and contracted quantities
- Unit prices and contract sum
- Contract type and standard agreement
Actions and responses
- Load and version the BoQ
- Complete codes and price lists
- Activate settlement rules, such as the 25 per cent rule
The flow shows the main steps of quantity settlement. Roles, permissions and rules are configured per project.
Key features
Searchable Bill of Quantities
Configurable views and support for several Bills of Quantities in the same project.
Traceable changes
Ongoing changes, quantity variances and review activity are preserved with history.
Forecast and variances
Follow how quantity changes and submissions affect the forecast and financial outcome.
Communication at item level
Internal and external communication is gathered where the quantity, evidence and decision live.
Support for Swedish standards
Built in support for the Swedish standard conditions AB 04 and the AMA, MER and MOTIV reference systems, used in Swedish construction contracts.
Export
Export project data and documentation to PDF and Excel, both during the project and at completion.
Value for the parties in the project
Clients
Verified quantities, an auditable history and a more confident commercial settlement.
Contractors
Clear submissions, faster reviews and stronger payment documentation with better cash flow as a result.
Quantity surveyors and project management
Less manual compilation, clear status and one consolidated view of what remains.
Signals that become visible earlier
Growing outstanding items
Submissions waiting for review or follow up are visible immediately, instead of being discovered at the final account.
Missing evidence
Items without a calculation method or supporting evidence can be caught before they are approved.
Variances against forecast
Quantity changes and financial variances are visible continuously, while they can still be managed.
Frequently asked questions
Does the module replace professional measurement or legal advice?
No. CASAI structures the workflow and makes evidence, reviews and decisions traceable. Professional measurement, contract assessment and legal advice are still needed, but they get a much better basis to work from.
Can we have several Bills of Quantities in the same project?
Yes. A project can contain several Bills of Quantities, with search, configurable views and a financial overview per Bill of Quantities and for the project as a whole.
How does the valuation connect to invoicing?
Approved items can form the basis for payment application documentation. This creates a clearer link between completed work, approval and invoice, and better conditions for a steady cash flow in the project.
See the module with your own Bill of Quantities as the starting point
Book a walkthrough and we will show the workflow based on your contracts, codes and ways of working.