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Add Scope Item
Scope
Internal CalculationsNot shown to the client
Labor Costs—
Material Costs—
Subcontractor Costs—
General Costs—
—
×
—
No labor rates set for this project yet — add them on the Assignees tab first.
Total$0.00
Classification
$0.00
Summed from Internal Calculations
Edit Labor Rate
Employee Type
Description (≤15 chars)
Rate $/hr
Preview: —
Changing the rate re-prices every labor calculation on this ROM that uses it, and the scope item budgets built from them. Estimate and job snapshots already taken are left as they were.
Project Colour
This colour marks the project everywhere it appears — the header bar here, the
sidebar, and the project lists. A dot in the corner of a swatch means another
active project already uses it.
Apply Scope Package
This will add:
New Cost Item
Create WorkFlow Task
History
New Vendor
Link Project
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ESC
↑↓ Move↵ Open⇧↵ Open in side peek
Contract
INTERNAL DISCUSSION
Trinity staff only — the subcontractor never sees this. Type @ to tag someone.
New Contract
CONTRACT TYPE *
CO NUMBER
TITLE *
CONTRACT DATE *
DATE SIGNED
SUBCONTRACTOR *
SCOPE AREA(S) *
BASED ON PLAN SET
BASED ON VENDOR PROPOSAL
PROJECT MANAGER
PM NAME
PM EMAIL
PM PHONE
CONTRACT SCOPE
Type exactly as should appear on contract.
Nothing here yet.
▸
SCOPE ITEMS *
Subtotal$0.00
Additional Costs
Total Contract$0.00
NOTES
COI EXPIRATION DATES
GENERAL LIABILITY
WORKERS COMP
AUTO
LINKED DOCUMENTS
Anything linked here is visible to this subcontractor in the Vendor Hub.
or
INTERNAL DISCUSSION
Trinity staff only — the subcontractor never sees this. Type @ to tag someone.
Attach Certificate
or
New Schedule Task
New Daily Log
Discussion
Bill
Attached Documents
Read-only. Bills are edited in Finance Hub.
Time Entry
Discussion
New Scope Change Request
DRAFT ID
DATE
TITLE OF CHANGE IN SCOPE REQUEST *
DESCRIPTION OF CHANGE IN SCOPE *
ROOM(S) * (type to filter, click to select)
PLAN SETS USED FOR THIS CHANGE
SUBCONTRACTOR / VENDOR PROPOSAL REFERENCE
RELATED RFI'S / SUBMITTALS (optional — type to filter, click to select)
Link the RFI or submittal this change came out of.
FUNDED FROM CONTINGENCY
Draws linked to this change on the Finance Hub's Contingency Usage page.
RELATED PURCHASE / WORK ORDERS (optional — type to filter, click to select)
Link any PO or WO already issued on this job that this change affects.
SCOPE ITEMS *
Add items below. Click an item already in the list to edit it.
Division *
Scope Item Name *
Internal Notes
Amount *
From the calculations below.
Cost Type — Tab to save
Internal Calculations (optional)
Not shown to the client
Labor Costs—
Material Costs—
Subcontractor Costs—
General Costs—
—
×
—
No labor rates set for this project yet — add them on the Assignees tab first.
Calculated Total$0.00
✓ saved
Total$0.00
WHAT IS THIS FOR? *
Tells us what to produce first — a work order, a submittal, an RFI answer, or a subcontractor change order.
WHEN DO YOU NEED IT? *
ANYTHING ELSE WE SHOULD KNOW ABOUT TIMING? (OPTIONAL)
ATTACHED FILES
Quotes, markups, or drawings that back up this request. Files stay in the job’s Google Drive — this only links to them.
or
Discussion
Edit Scope Item
DIVISION
NAME *
AMOUNT
Summed from the internal calculations below.
COST TYPE
INTERNAL NOTES
INTERNAL CALCULATIONS (optional)
Not shown to the client
Labor Costs—
Material Costs—
Subcontractor Costs—
General Costs—
—
×
—
No labor rates set for this project yet — add them on the Assignees tab first.
Calculated Total$0.00
New Spec
Spec
New Submittal
⏳ This submittal has been pushed to the client and is locked from editing while they review it. Use Pull Back to Draft below to edit it.
REVISIONS
Submittal Items
Documents from the Client
Add Item
Client's Review
ITEM DOCUMENTS
Attached to this item. The client sees these on the item, and all items' documents roll up to one list on the submittal.
or
Client Approved
New RFI
Assigned To
Ticking Client or Vendor/Sub marks who owes the answer. It does not send it — use Send to Client / Send to Vendor below when it's ready to go out. With both ticked it's one shared conversation: the client and the vendor see each other's replies.
LINKED DOCUMENTS
Anything linked here is visible to the client in the Client Hub if this RFI is assigned to them.
or
Final Answer
If the answer changes the work, start a scope change request linked to this RFI.