Reuse scope with templates
Save a scope sheet or a list of bid packages as a template in Templates & Codes, then start your next package or project from it instead of rebuilding.
If your electrical scope looks the same on every job, you should not have to rebuild it each time. Templates let you save a set of scope items, or a set of bid packages, and reuse them on the next project.
- Open the app tray in the header and choose Templates & Codes, then Templates.
- Create a template for a scope sheet or for a list of bid packages.
- When you set up a new package or project, start from the template.
Tip: Templates are a starting point. Edit the items freely once they are in the package.
More in this section
How cost codes work in Consight
Every Consight bid package is tied to a cost code. You start with a locked CSI MasterFormat list, then copy and edit it or upload your own list instead.
Customize the default CSI cost codes
The default CSI MasterFormat cost codes are locked. Create a copy in Templates & Codes, then add, delete, or edit codes while the original stays untouched.
Upload your own cost code list
Upload your cost code list as a PDF, Word, or Excel file in Templates & Codes, and Consight builds your custom structure. Clear Excel columns import best.
Reuse scope with templates
Save a scope sheet or a list of bid packages as a template in Templates & Codes, then start your next package or project from it instead of rebuilding.
Still stuck after the steps? Email support@consight.ai.