Client proposal
Selected scope, presented amounts, assumptions, exclusions and payment terms. Internal margin information stays private.
04 · REPORTS & COLLABORATION
The right detail.
For the right people.
Communicate scope, assumptions and decisions through a clear shared view.
EXPLORE ↓One dataset.
Purposeful outputs.
The planned report builder selects categories, line items, notes and commercial terms from a versioned estimate. Client and internal outputs use explicit visibility rules rather than a single report shared with everyone.
Technical takeoff
Quantity-only review with units, locations, sources and verification records.
Internal cost view
Material, labor, equipment, subcontractor detail and the organization’s permitted commercial policies.
Export & revisions
PDF, Word and Excel outputs are planned. Each output should keep its revision identity and selected sections.
LEVEL UP VIEWSCOPE REVIEW / DRAFT
Afarinesh · landscape study
Scope: water, planting relationships and paths.
- Source
- Project images and architectural design
- Review status
- Dimensions and quantities require verification
- Client notes
- Selected design views support discussion of the scope.
Layout example. No measured quantities, contract price or project approval is represented.