{"id":158506,"date":"2026-11-08T10:14:45","date_gmt":"2026-11-08T10:14:45","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d9%84%d9%88%d8%ad%d8%a9-%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%a7%d9%84%d9%88%d8%ad%d8%af%d8%a7%d8%aa-%d9%81%d9%8a-%d8%a8%d9%86%d9%88%d8%af-%d8%ac%d8%af%d9%88%d9%84-%d8%a7%d9%84%d9%83%d9%85%d9%8a%d8%a7\/"},"modified":"2026-11-15T14:24:40","modified_gmt":"2026-11-15T14:24:40","slug":"the-manage-units-panel-in-construction-bill-of-quantities-items","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/the-manage-units-panel-in-construction-bill-of-quantities-items\/","title":{"rendered":"The Manage Units Panel in Construction Bill of Quantities Items"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The <strong style=\"color: #111827;\">Manage Units<\/strong> panel opens from the unit list of any material or work item in work item templates and the cost sheet, to choose or create a unit template and add conversion factors without leaving the form.<\/p>\n<div style=\"background: #f6f8fb; border: 1px solid #e5e7eb; border-radius: 8px; padding: 12px 16px; margin: 0 0 20px; font-size: 15px; line-height: 1.8;\">\n<div style=\"display: flex; gap: 8px; padding: 4px 0;\"><span style=\"min-width: 120px; color: #6b7280;\">Required Permissions<\/span><span style=\"color: #1f2430;\"><strong style=\"color: #111827;\">Edit General Settings<\/strong><\/span><\/div>\n<div style=\"display: flex; gap: 8px; padding: 4px 0;\"><span style=\"min-width: 120px; color: #6b7280;\">How to Access<\/span><span style=\"color: #1f2430;\"><a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/entity\/work_item_template\/list\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Work Item Templates<\/strong><\/a> or <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/entity\/construction_cost_sheet\/list\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Cost Sheets<\/strong><\/a> \u2192 the unit field \u2192 <strong style=\"color: #111827;\">Manage Units<\/strong><\/span><\/div>\n<\/div>\n<div style=\"border: 1px solid #e5e7eb; border-radius: 8px; padding: 12px 16px; margin: 0 0 20px;\">\n<p style=\"margin: 0 0 6px; font-weight: bold; color: #111827;\">Table of Contents<\/p>\n<ol style=\"margin: 0; padding-left: 22px;\">\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#fields\"><strong style=\"color: #1a56db;\">Panel Fields<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#locked\"><strong style=\"color: #1a56db;\">Locked Factors<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#save\"><strong style=\"color: #1a56db;\">Saving<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#open\"><strong style=\"color: #1a56db;\">Opening the Panel<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#example\"><strong style=\"color: #1a56db;\">Example<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#related\"><strong style=\"color: #1a56db;\">Related Settings<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#errors\"><strong style=\"color: #1a56db;\">Error Messages and Solutions<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#faq\"><strong style=\"color: #1a56db;\">FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n<h2 id=\"fields\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Panel Fields<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Field<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Required<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Description<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Unit Source<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Required<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Select From Existing<\/strong> or <strong style=\"color: #111827;\">Create New Unit Template<\/strong>.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Template<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Required with Select From Existing<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The <strong style=\"color: #111827;\">Select Template<\/strong> list with templates from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/unit_templates\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Unit Templates<\/strong><\/a>.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Template Name<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Required with a new template<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The unit template name.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Base Unit Name<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Required<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The smallest unit in the template.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Short Name<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Optional<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The abbreviation of the base unit.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Factors table: <strong style=\"color: #111827;\">Unit Name<\/strong> and <strong style=\"color: #111827;\">Factor<\/strong> and <strong style=\"color: #111827;\">Short Name<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">\u2014<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Each additional unit and the number of base units it <strong style=\"color: #111827;\">Equals<\/strong>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"locked\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Locked Factors<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If the template is used in transactions, its current factors appear gray and read-only, and their delete button is disabled.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The template can&#8217;t be replaced, and a new template can&#8217;t be created for the material.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The <strong style=\"color: #111827;\">Add<\/strong> button stays available to add new factors.<\/li>\n<\/ul>\n<h2 id=\"save\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Saving<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong style=\"color: #111827;\">Save<\/strong>; the template becomes linked to the line, and its factors appear in the unit list.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Cancel<\/strong> closes the panel without changes.<\/li>\n<\/ul>\n<h2 id=\"open\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Opening the Panel<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If you don&#8217;t have <strong style=\"color: #111827;\">Edit General Settings<\/strong>, the button appears disabled with the tooltip <strong style=\"color: #111827;\">Requires Permission<\/strong>.<\/p>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">In a material or work item line, open the <strong style=\"color: #111827;\">Unit<\/strong> list; a search box and the units list appear.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong style=\"color: #111827;\">Manage Units<\/strong> at the bottom of the list.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The side panel opens with the title <strong style=\"color: #111827;\">Manage Units<\/strong>.<\/li>\n<\/ol>\n<h2 id=\"example\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Example<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">A <strong style=\"color: #111827;\">Steel<\/strong> template whose base unit is <strong style=\"color: #111827;\">kg<\/strong>: add a factor of <strong style=\"color: #111827;\">Ton<\/strong> = 1000, and a factor of <strong style=\"color: #111827;\">Bar<\/strong> = 12. If the material has transactions in kilograms, the current factors stay locked, and you can add <strong style=\"color: #111827;\">Bundle<\/strong> = 120, then <strong style=\"color: #111827;\">Save<\/strong>.<\/p>\n<h2 id=\"related\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Related Settings<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You must enable <strong style=\"color: #111827;\">Multiple Units per Item<\/strong> from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/settings\/inventory\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Inventory &amp; Products Settings<\/strong><\/a>; it is enabled automatically with Construction.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The templates themselves are in <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/unit_templates\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Unit Templates<\/strong><\/a>, and any edit appears in inventory, sales, and purchases.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">When unit templates are shared between branches, the template appears in all shared branches.<\/li>\n<\/ul>\n<h2 id=\"errors\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Error Messages and Solutions<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Message<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Cause<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Solution<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Please Select a valid unit factor<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No valid unit was chosen for the line.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Choose a unit from the template list.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"faq\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">FAQs<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why are the template factors gray?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because the template is used in transactions; you can only add new factors.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why is the Manage Units button disabled?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because you don&#8217;t have <strong style=\"color: #111827;\">Edit General Settings<\/strong>.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Do the edits affect the product in inventory?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Yes, the template is shared with the inventory settings.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Can an unused factor be deleted?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Yes, if the template is not locked.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">What is the base unit?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The unit by which the other factors are calculated.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">What is the difference between Select From Existing and Create New Unit Template?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The first links the line to a template defined in inventory and allows editing it, and the second creates a new template with a name, a base unit, and factors.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Where do I find the templates I created from the panel?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">In <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/unit_templates\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Unit Templates<\/strong><\/a> with the other inventory templates.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Can the same template be used for more than one material?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Yes, the template is shared and can be linked to any number of materials and work items.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why is the Create New Unit Template option disabled?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because the material has transactions with its current template, so it can&#8217;t be replaced.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Do previously recorded quantities change when a factor is added?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">No, the new factor is used in future transactions only.<\/p>\n<\/div>\n","protected":false},"author":17,"featured_media":0,"template":"","categories":[2070,15599,15624],"tags":[16526,15872,15866,10321,30714,15871,30712,30713,15893,15897,4071,15693],"class_list":["post-158506","tutorial","type-tutorial","status-publish","hentry","category-operations","category-construction","category-work-item-templates","tag-cost-sheets","tag-create-new-unit-template","tag-edit-general-settings","tag-manage-units","tag-manage-units-panel-in-construction-items","tag-select-from-existing","tag-select-template","tag-short-name","tag-template-name","tag-unit-source","tag-unit-templates","tag-work-item-templates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Manage Units Panel in Construction Bill of Quantities Items - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/the-manage-units-panel-in-construction-bill-of-quantities-items\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Manage Units Panel in Construction Bill of Quantities Items - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The Manage Units panel opens from the unit list of any material or work item in work item templates and the cost sheet, to choose or create a unit template and add conversion factors without leaving the form. 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