Project Documents
Primary, Secondary, and Archive documents
Primary Documents
The AI assistant reads and references these documents first across the entire site. Upload current, canonical project documents and estimates here.
Secondary Documents
Supporting files like meeting minutes and project notes. AI references these only when context warrants.
Document Archive
Superseded or older documents kept for reference. AI reviews these only if you explicitly request it.
Project Data
Edit all project fields — saves update the dashboard immediately.
Project Information
Schedule & Delivery
Cover Photo & AI Context
Value Engineering Log
VE candidates, recommended revisions, and estimating backup
Simplified cover view for owner & architect. Use VE Information for the full detail, and Estimating Detail for trade-by-trade backup that rolls up to savings here.
Full VE detail — design basis, overdesign triggers, alignment, recommended revision, and source documents. Dollar amounts are intentionally excluded; see the Estimating Detail tab for trade-by-trade cost backup.
Build out trade-by-trade cost backup for each VE item. The sum of all rows updates the cover-page savings automatically.
Accepted Value Management Log — final list of approved VE ideas. Use AI Drawing Scan to verify each accepted item is reflected in the latest drawing rendition.
Archived VE ideas (no longer active). Each entry records the phase at which it was rejected and any closing notes. Items can be restored to active.
Bid Solicitation
Manage subcontractor outreach, plan room, and bid activity tracking
Bid Packages
Create as many bid packages as you need for this project (e.g. BP #1 — Sitework, BP #2 — Building Shell). The active package controls what's shown in Scopes / Plan Room / Select Bidder / Invited / Send / Coverage.
Project Information (Bid Solicitation View)
Bid Activity Snapshot
Overall Coverage
0%
0 / 0 scopes covered
Bid Solicitation Summary
Bid Plan Room
Folders + files invited bidders can access via secure tokenized link — toggle "Share" to publish
Drop PDFs or other files directly onto a folder to upload. Files marked Shared appear in the recipient's plan room via the secure link sent in their invitation email.
Scopes of Work to Solicit
Select which CSI divisions/scopes you'll be soliciting bids for on this project
CSI MasterFormat
Click a division checkbox to solicit the whole division, or expand to pick specific section codes
Selected Scopes — Bid Packages
0 scopes selected
Select Bidders
Pick subs from your company database to add to this bid package. Use distance and radius filters to find subs near the project.
To add or remove subs, go to Subcontractor Database in the Global section. Changes there are reflected here immediately.
| Company | Contact | Trade / CSI | Location | Qualified | Last Bid | Win % |
|---|
0 subs · 0 selected
Invited Bidders by Trade
Subs invited to bid each scope — track invite, open, download, and bid status
Icons: Invited Email Opened Downloaded Plans Bid Submitted
Compose Mass Invitation
Recipients
Template Variables
{project_name}
{owner}
{architect}
{location}
{sf}
{project_type}
{delivery}
{bid_date}
{start_date}
{phase}
Variables in the subject and body are auto-replaced with active-project data when invitations are sent.
Invitations Sent
0
across all trades
Emails Opened
0
0% open rate
Plans Downloaded
0
0% download rate
Bids Submitted
0
0% response rate
Activity Feed
Solicitation History
One row per (bid package × sub) invitation. Tracks who was invited, who opened the email, who downloaded drawings, who responded, and who submitted a bid.
| Sub | Trade / Scope | Bid Package | Invited | Opened | Downloaded | Response | Bid |
|---|
Bid Coverage Tracker
Derived from selected scopes, invited subs, and received bids
This view is read-only — to change coverage, add/remove scopes (Scopes tab), invite or remove subs (Invited Bidders), or upload received bids.
| Trade / Scope | Invited | Engaged | Bids Received | Coverage |
|---|
Takeoffs
Professional plan-based quantity takeoff — sourced from Primary Documents
Saved
Sheets
No sheet loaded
Select a sheet from the left, or upload Primary Documents in Project Documents.
Scale: Not Set Not Set
Snap: Lines
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Zoom: 100%
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Rotation: 0°
Active Takeoff Item
Takeoff Items
0
Project Total: $0
Selected Object Properties
Select a takeoff object on the plan to edit its properties.
Live Results
Layers
Takeoff History
Snapshots are preserved when new Primary Documents are uploaded. Open old snapshots to compare or duplicate to current set.
Export Center
Recent Exports
AI Takeoff Assistant
Verify Quantities
Sanity check vs project type / SF
Detect Miscalculations
Math, units, CSI mismatches
Compare to Historical
Past projects in cost history
Find Missing Scope
CSI divisions with no items
Received Bids
Manually create bid packages, drop in bid files, and track coverage
Filter by Bid Package
Drop bid files (PDFs, Excel, emails, etc.) into any package. Each file is auto-named division - scope - contractor (e.g. 03 - Flatwork - Heartland) and stays openable. Sub name + contract value flow automatically into Bid Tracking.
Bid Package
Visual coverage view. Click Add Scope on any package to create a scope row and set its budget. Bids dropped on the Received Bids tab auto-populate here — Sub name and Base Bid are pre-filled, ordered low-to-high.
RFI Log
Requests for Information — project-specific
| RFI # | Question / Description | Assigned To | Date Sent | Status | Update Status |
|---|
AI Assistant
Ask anything. I read across the whole site — Primary Documents first, plus VE Log, RFI Log, Bid Solicitation, and the cross-project Cost History library. Secondary Documents on relevance, Archive only on request.
Reading order: Primary Documents → Secondary Documents when relevant → Archive only on request. Also cross-references the active project's VE Log, RFI Log, Bid Solicitation, and the company-wide Cost History library. Sources are cited under every response.
AI Project Intelligence
Primary Document Review
Upload or mark Primary Documents in the Project Documents tab, then run an AI review here to extract scope changes, risks, decisions, and budget impacts. Approved findings push to the dashboard.
Add Primary Documents in Project Documents to enable review.
AI-generated updates should be reviewed by the project team before being finalized. The AI assistant may identify potential scope, budget, or document issues, but final responsibility for estimate updates and project decisions remains with the project team.
Current Primary Documents
No AI review has been run for this project yet
Make sure at least one Primary Document is added in the Project Documents tab, then click Review Primary Documents at the top of the page to generate an AI-powered preconstruction intelligence summary.
Subcontractor Database
Company-wide subcontractor list — add, edit, and remove contractors here. The database is shared across every project and feeds the Select Bidder tab in Bid Solicitation.
| Company | Primary Contact | Trade / CSI | Location | Qualified | Bond Capacity | Win % |
|---|
0 subs in your company database
Cost History
Searchable unit-cost library. Pulls from every estimate folder and takeoff across all projects.
Unit Cost Library
$/SF by Project Type
Recent Projects
Project History
Archived projects — viewable but not editable
| Project | Type | Status At Archive | Owner | Budget | Phase | Archived | Notes |
|---|---|---|---|---|---|---|---|
| Beatrice Fire Station | Public Safety | Was Active | City of Beatrice | $5,890,000 | SD | 2023-12-01 | $318/SF, 17,200 SF, CMAR |
| Waverly Fire Station | Public Safety | Pursuit Lost | City of Waverly | $4,430,000 | SD | 2022-09-20 | $295/SF, PEMB structure — not awarded |
All Projects
All active preconstruction projects
Settings
Integrations and application preferences
Integrations
SmartBid
Bid solicitation — project-specific links
Connected (links)
ConstructConnect
Takeoff software — project-specific links
Connected (links)
Procore
Project management — handoff package
Partial (links)
AI / Claude API
Conversational AI with full project + cost-history awareness
Add API key to enable live AI
Company Preferences
User Management
Manage users, roles, and per-role page access
Per-role permissions control which sidebar pages each role can see. Admin retains full access. Estimator sees everything except admin pages. Architect defaults to Dashboard, VE Log, and RFI. Owner defaults to Dashboard, VE Log, RFI, and Project History. Subcontractor defaults to Dashboard, Project Documents, and Received Bids.
Role Permissions — Page Access
Users