Scope Definition

Break the project into clear work scopes so bids, estimates, and buyout are organized and nothing falls between trades.

Updated June 1, 2026Who this is for:

Estimator

Project Manager

Scope Definition divides the project into discrete work scopes. Clear scopes prevent gaps and overlaps at buyout — every piece of work has an owner, and bidders price against a well-defined package.

Define scopes

Open Scope Definition

Go to Preconstruction → Scope Definition.

Add work scopes

Create a scope per trade or work package, with a description of what’s included and excluded.

Map to cost codes

Associate each scope with its cost codes so pricing rolls up consistently.

Troubleshooting

Two scopes overlap

Tighten the inclusions/exclusions so each piece of work belongs to exactly one scope.

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Cost Code Definition
Set the project’s cost code structure — starting from the company standard — and apply project-specific overrides before building the budget.
Bid Management
Invite trade contractors to bid scopes, collect and level their proposals, and select winners to carry into buyout.