What we need
- Project directory and responsibility matrix
- Approved document-control conventions
- Current logs and contract requirements
- Meeting and reporting schedule
- Escalation and approval rules
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02 / Estimating Support
Open items visible before they become field problems.
Control plan sets, prepare takeoff workspaces, track quote coverage, and assemble estimate records for estimator review. Your PM remains the decision-maker; the desk keeps the information current and the follow-up visible.
THE HANDOFF
A clear administration lane around the project team.
What stays current
- Plan and addendum control
- Takeoff preparation
- Quote coverage
- Scope-gap tracking
- Estimate assembly
- Submission checklists
What stays with you
The client’s qualified estimator retains quantities, production assumptions, pricing, exclusions, risk, and final submission approval.
No external notice or technical response should be released without the authorization defined during onboarding.
FRIDAY ADMIN PACK
The PM sees the decisions—not another pile of documents.
The pack should be generated from current source logs and use one agreed cutoff and escalation format.
- 01Controlled bid set
- 02Estimator-ready takeoff package
- 03Quote coverage register
- 04Missing-decision list
- 05Archived estimate record
PILOT SCORECARD
Judge the desk by visibility and follow-through.
Are agreed logs updated to the reporting cutoff?
Can the PM immediately see items outside the agreed response window?
Does every open action have a responsible party and next date?
Are required documents collected throughout the job instead of only at the end?
PROJECT ADMIN PILOT
Map my workflow Start with one project and one reporting rhythm.
Scope the source logs, cutoff, escalation rules, and weekly output before transferring administration work.