Sold scope confirmation list
Confirm all 42 sold scope lines by package with the accepted alternates, the exclusions and the three questioned lines, led by who supplies the rooftop unit curbs.
- Industry
- Construction, Trades and Field Services
- Team
- Operations
- Use case
- Project management
- Tags
- Engagement planning
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 3 embedded blocks: Chart: Sold scope lines by package and field status (c-scope-package); KPI: Scope lines confirmed first pass (k-scope); Insight: Three scope lines questioned, led by the roof curbs (i1) · Requires sign-in
Overview
What this template supports
A sold scope confirmation list for a general contractor's project manager and the specialty contractor's field foremen at turnover. It groups 42 scope lines by subcontract package, lists alternates and exclusions, and sets out the three questioned lines with owners and dates. Three live Dashboards blocks show the scope split, the confirmed count and the current summary.
- Stats row of lines sold and confirmed
- Live scope by package chart
- Scope line table with owners
- Alternates definition list
- Questioned-line warning callout
- Confirmation steps and sign-off rows
How to use this template
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List the sold lines by package
Pull every scope line from the accepted bid, group it by subcontract package and mark which were confirmed on the first pass.
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Record alternates and exclusions
Note each alternate and whether it was accepted, and list every exclusion stated in the bid.
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Name each questioned line
Give every line the field questions an owner, the days open and the date the answer is needed before the next coordination meeting.
Frequently asked questions
What makes a scope line questioned?
The field asks who supplies it or which estimate assumption governs it, and the answer is not yet in the record. It stays questioned until the answer is written down.
Are accepted alternates counted in the 42 lines?
The page keeps them separate and states each alternate's status; adapt the count to how your own bid is built.
What does Sold scope confirmation list help me do?
Confirm all 42 sold scope lines by package with the accepted alternates, the exclusions and the three questioned lines, led by who supplies the rooftop unit curbs.
Who reads and maintains this page?
Brackenhurst project manager and Ironvale field foremen; prepared by the Ironvale estimator at turnover. The project manager reviews it.
When is the page ready to share with the client?
Sent only after every questioned line shows an owner and a date, and the live blocks point at the client's own data.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.