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Tool Reference
Scope Tracker
Field use and client-facing. Shows scope progress, room costs, subcontractor assignments, and alternates. PMs check off completed items.
Admin Page
Finance only. Manage scope items (Estimate, Change Order, Alternate), subcontractors, room files, rooms, and scope areas.
Financial Admin
Finance only. Map scope to Buildertrend line items, preview client budget with markup, and configure the client-facing estimate pages.
Client Pages
Client-facing. Overview shows visual budget breakdown, spotlights, and alternates. Detailed Estimate shows full cost-code breakdown.