Auto-categorise BOQ Line items

Triggering AI classification

On the BOQ page, open the actions sub-menu in the toolbar, select Bulk actions and choose Auto-classify cost codes with AI.

Choose the scope:

• Entire BOQ — Classifies all line items

• Selected items only — Classifies only the highlighted line items

• Unassigned Items - Classify Line items which currently do not have cost codes

  

You can either choose to review the changes before accepting or apply the changes that Corepilot will assign to each line item. When waiting for the line items to be assigned to a cost code, you will see the following at the top of your BoQ screen.

Reviewing suggestions

When the AI has classified the line items, you can see the suggestions by toggling on Only show suggestions.

Once classification runs, each line item shows an AI-suggested cost code and/or custom tag inline. You can:

• Accept — Confirm the suggestion for that line item

• Reject — Dismiss the suggestion; the field is unchanged

• Accept All / Reject All — Bulk action from the toolbar

What influences suggestion quality

The AI draws on:

• The line item description and surrounding context

• Historical cost code assignments approved for similar line items

• Project-specific cost codes and custom tags

• Any custom AI prompts configured for the supplier or tag group

If no confident match is found, no suggestion is made for that line item.