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Use Case

Bid Leveling Sheet and Template

ProductAgentsUse CasesBid Leveling Sheet and Template

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Job to Be DoneThe Operational ProblemHow It WorksInputs & OutputsWorkflow ContextWorks WithFAQGet Started

The Scope Checker Agent keeps bid leveling current, reconciles scope across project files, and flags exclusion risk before award decisions.

✍️

Try the Scope Checker Agent

Eliminate scope gaps and overlaps by reconciling contracts, drawings, and project metadata before they become costly disputes.

Use Agent →

The Operational Problem

Subcontractor bids arrive in inconsistent formats across email, Procore, and shared drives. Exclusions sit inside proposal attachments. Scope assumptions vary bidder to bidder. Preconstruction teams compare each bid against drawings, specs, and contract language to see who priced what and where scope falls through the cracks.

That workflow is where risk compounds. Missed exclusions, overlaps, and drawing revisions can turn into change orders, procurement confusion, and budget exposure later in the job. Addenda and trade handoff assumptions often arrive after bids are already under review.

How Scope Checker Agent Automates This

The Scope Checker Agent executes the workflow between bid receipt and award recommendation. Project teams still handle clarifications, negotiation, and award judgment. The agent completes the reconciliation work between those decisions.

1

Ingest and cross-reference incoming bid project files against project scope

The agent connects to Procore and SharePoint, interprets each subcontractor's bid proposal against the project baseline, and maps stated inclusions, exclusions, and assumptions to the defined trade-package scope.

2

Generate the leveling matrix with scope gap identification

For each trade package, the agent assembles a side-by-side comparison. It flags line items where required work is not clearly priced by one or more bidders and items where multiple bidders claim the same scope.

3

Analyze exclusions and quantify their impact on project risk

The agent extracts exclusions from each bidder's proposal, cross-checks them against the project's contractual and project files, and categorizes them by risk severity. Exclusion analysis reports identify which excluded items carry the highest risk, including structural, life safety, or long-lead items that could affect timeline or budget if left unassigned.

4

Deliver comparison documentation with prioritized risk findings

The agent generates a structured output package with high-risk items flagged by specific drawing version references and spec section citations. The bid leveling sheet is populated with adjusted scope comparisons so the preconstruction team can evaluate proposals on a normalized basis.

Inputs & Outputs

Inputs

  • Prime contracts, subagreements, and executed change orders from SharePoint

  • Drawings, specifications, and attachments from Procore

  • Record information and project metadata from Procore

  • Subcontractor bid proposals (uploaded to Procore or SharePoint)

Outputs

  • Scope gap identification reports tracing unassigned work to specific spec sections and drawing sheets

  • Exclusion analysis reports categorizing each bidder's exclusions by risk severity and trade-package impact

  • Scope overlap resolution documentation identifying where multiple trades claim the same work

  • Contractual compliance verification results confirming alignment between bid proposals and executed contract terms

  • Change order packaging recommendations organized by trade package

Workflow Context

The Scope Checker Agent operates within Datagrid's scope reconciliation workflow. It reconciles contractual project files, project files, and project metadata. The leveling matrix feeds procurement decisions where award rationale must align to the same baseline across bidders. The same scope gap data also drives pre-award clarifications and risk review for structural, life safety, and long-lead items. Drawing version control outputs connect to field coordination workflows, where teams need confirmation they are pricing and building against the current revision. Keeping this workflow accurate at bid leveling reduces downstream ambiguity.

Works With

The Scope Checker Agent connects to your existing construction management stack without manual document handoffs or custom integration work.

SharePoint

SharePoint

Connect SharePoint to Datagrid so bid proposals, prime contracts, subagreements, and change orders stay available for scope reconciliation and exclusion review.

Procore

Procore

Connect Procore with Datagrid so drawings, specifications, attachments, and project metadata feed bid leveling, drawing revision checks, and scope gap identification.

PlanGrid

PlanGrid

Connect PlanGrid to Datagrid for sheet sync and field data processing when scope comparisons require current drawing information.

Slack

Slack

Connect Slack to Datagrid so workspace conversations and shared files inform clarifications, coordination, and cross-platform scope review workflows.

Trimble Connect

Trimble Connect

Connect Trimble Connect to Datagrid so teams can compare bids against current project documents and coordinate scope review across connected systems.

When those systems stay synced, teams can compare bids against current project records with a normalized scope baseline.

Frequently Asked Questions

The agent searches across the full project file set at once: specs, drawings, RFIs, submittals, and contractual project files. Manual bid leveling usually means one estimator reviewing one bid at a time against a checklist. The agent cross-checks every bidder's stated inclusions and exclusions against relevant spec sections and drawing sheets in a single pass, flagging work that is not clearly priced by any bidder.

Each trade package is compared against the same baseline: the project's current drawings, specifications, and executed contracts. The agent validates that scope boundaries between adjacent trades are clearly defined, identifying interface items such as MEP connections, sleeves, and penetrations where responsibility could be claimed by multiple trades or assigned to none. Scope overlap resolution documentation traces each conflict to the specific drawing or spec section that governs the work.

No. The agent populates the bid leveling sheet with scope comparisons, risk findings, and exclusion impacts. It does not score bidders, recommend awards, or evaluate qualifications like bonding capacity, safety record, or past performance. Those decisions stay with the preconstruction and operations team.

The agent compares drawing sets to identify material changes between revisions, flagging discrepancies that could affect scope interpretation. When a newer revision is available in Procore, the agent prioritizes it and highlights where bidder proposals may have been based on superseded drawings. This drawing version control output is included in the leveling documentation so the team can issue clarifications or request revised pricing before award.

Exclusion analysis reports generated for each trade package follow a consistent structure. Over time, these reports build a record of exclusion patterns by trade and subcontractor that teams can reference on future projects. Operations leadership can use this data to refine bid package structures and scope language for future projects.

Make Bid Leveling More Defensible with Datagrid

Datagrid gives preconstruction teams a structured bid leveling template that turns scattered bid proposals, exclusions, and drawing revisions into a scope comparison they can review and defend.

  • Scope gap detection:: Cross-reference bidder inclusions, exclusions, and assumptions against drawings, specs, and contract project files to identify unassigned work.
  • Exclusion risk analysis:: Categorize proposal exclusions by severity so teams can focus on structural, life safety, long-lead, and other high-impact items.
  • Scope overlap resolution:: Surface cases where multiple trades claim the same work and trace each conflict back to the governing drawing sheet or spec section.
  • Drawing revision awareness:: Flag where bidder pricing may be based on superseded drawings so teams can issue clarifications before award.
Try the Scope Checker Agent

Agent

✍️

Scope Checker Agent

Eliminate scope gaps and overlaps by reconciling contracts, drawings, and project metadata before they become costly disputes.

Works with

SharePointSharePointProcoreProcorePlanGridPlanGridSlackSlackTrimble ConnectTrimble Connect
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