Products · BOM

A bill of materials that updates when the drawing does

Nobody re-types it: the model is the take-off, and the quantities move when it moves.

Try it with a sample plant
The ErgoPlanner Bill of Materials register: generated BOMs per project and version, with item counts and totals, and Generate BOM and Export actions.

What this replaces

The take-off is done by hand, off a PDF, by whoever has the afternoon

The quantities are out of date the day the drawing is issued, because the drawing moved and the spreadsheet did not

The number you quote from lives in a file nobody owns and nobody can trace back to a symbol

How it works

01Draw the plant — nothing extra to fill in, the elements you place are the take-off
02Each element resolves to a catalogue material and a rate, looked up project first, then company, then the shared catalogue
03The bill is generated when the drawing is created and re-generated when it is saved, about half a minute behind your last edit
04Download it, or track each line through purchase and installation from the same record

What you get out

  • Bill of quantities as XLSX — line items on one sheet, category summary on another
  • Bill of quantities as PDF, with the project and drawing in the title block
  • CSV, through the BoQ agent (Professional plan and an AI provider key)
  • Costed lines — unit cost, total cost and the rate card the rate came from
  • A lead-time procurement schedule, through the same agent
  • A diff between two versions of a bill, through the same agent
  • Purchase, installation, inspection, maintenance, replacement and decommissioning events per line

The bill is derived from what is in the model: it is only as complete as the drawing, and it is a take-off for a competent engineer or quantity surveyor to check, not a priced order.

What it is built to

  • Every line traces to the symbol it came from, by source symbol id and tag
  • Rates resolve project → company → shared catalogue, from the most specific card that carries one
  • A quantity override is put through your own governance rules first — held for review, or refused outright
  • Generation is deterministic code with no language model in the path — the same model produces the same bill

Technical capabilities

What triggers a re-generationCreating a drawing, saving a drawing, and patching the model. The save path is debounced by thirty seconds, so a burst of edits produces one re-generation rather than fifty — and a bill read inside that window can be up to half a minute behind the canvas.
CostingUnit cost, total cost and lead time per line, against rate cards held at project, company or catalogue level. A rate resolves from the most specific card that has it. Cost history is kept per item.
GovernanceYou write the rules that decide when a quantity may be overridden. A proposed override is evaluated against them and either applied, held as pending review with the quantity untouched, or refused — with the submitter, the reason and the original calculated value kept either way. Line items carry a status, and a conflict between a generated line and an edited one is surfaced rather than silently resolved.
The asset recordA BOM line is the record an item is tracked against after it is bought: purchased, installed, inspected, maintained, replaced, closed out. It is a per-item history, not a plant-wide as-built model.
CatalogueMaterials, sizes, manufacturers and equipment models, mapped to symbols, with a supplier recorded on the catalogue row. Nothing groups or exports by supplier yet.
What it does not doIt does not send an order anywhere. There is no procurement-system integration, no punch-out and no purchase order. What you get out is a file and a register.

Questions people actually ask

How fast does the bill follow the drawing?

About thirty seconds behind your last save, because the save trigger is debounced by that much. It is not live to the keystroke, and we would rather give you the number than say "instantly".

Where do the quantities come from?

From the elements in the model and the catalogue material each one maps to. Nothing is typed into the bill by hand, so a quantity that looks wrong is a question about the drawing, which is usually the faster thing to fix anyway.

Are the costs real?

They are as real as the rate card behind them. Rates resolve from your project card, then your company card, then the shared catalogue, and a quantity override goes through the governance rules you set before it sticks. We supply the arithmetic and the trail; you supply the rates.

Can it raise a purchase order?

No. It produces the bill, the costs and a lead-time schedule, and you take those into whatever you buy through. There is no integration with a procurement system today.

Does it need an AI plan?

Not for the bill itself — generation, costing and the XLSX and PDF exports are deterministic code on every plan. The CSV export, the lead-time schedule and the version-to-version diff run through the BoQ agent, which needs a Professional plan and an AI provider key.