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What Consight is, what BidGrid does, and the leveling workflow.

Create projects, set details, and import from Procore or BuildingConnected.

Create packages by hand, with Connie, from plans, or from a takeoff.

Anatomy, internal estimate, scope items, inclusions, and columns.

Run it, level one bid at a time, correct matches, and rate results.

What suggested items are, and how to approve or dismiss them.

Base bid vs leveled price, plugs, alternates, and qualifications.

Upload bids, request revisions, set statuses, and hold confidentiality.

The summary page, what needs attention, sorting, and columns.

CSI MasterFormat, custom code lists, and reusable templates.

File manager, what to upload where, and setting up integrations.

Capabilities, limits, confirmations, and how Connie decides what to trust.

Export a scope sheet, a project, or a summary.

Roles, assignments, comments, to-dos, and notification settings.

Who can see your data.

Seats and plans, after the free trial, and profile settings.

Fixes for bids that won’t process, missing columns, and numbers that don’t add up.

Every term an estimator meets in Consight, A–Z.

How the BuildingConnected connection imports projects, bids, and files, and what it leaves alone.