Skip to main content
Manager review should focus on whether the estimate is complete, traceable, and commercially defensible.

​
Review checklist

  • Project details, client, reference, status, and location are correct.
  • Tender documents have processed and any failures are understood.
  • Pending AI suggestions have been accepted, rejected, or deliberately left pending.
  • Takeoff measurements use correct scales and units.
  • Work items are complete, named clearly, and grouped sensibly.
  • Components have clear pricing sources.
  • Project rate overrides are documented and tender-specific.
  • TAGs reflect the documents.
  • Assumptions, exclusions, obligations, and risk notes have been reviewed.

​
Reviewing AI contributions

Accepted suggestions should be treated as user-approved records. Check the resulting records, not only the original suggestion card. Pay particular attention to testing requirements, TAGs, and unmatched rates.

​
Sign-off habit

Review after the team has finished document processing and again after pricing source choices change. Totals can move when quantities, rates, or project overrides change.