New — leveling walkthrough for August releases
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Get answers to common questions on scope, leveling, and everything else in Consight.
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Guided paths from signup to award
Reference
Every Consight feature explained
Troubleshooting
Fixes when a number looks wrong
Reference
Consight 101
4
What Consight is, what BidGrid does, and the leveling workflow.
Projects
4
Create projects, set details, and import from Procore or BuildingConnected.
Bid packages
6
Create packages by hand, with Connie, from plans, or from a takeoff.
Scope sheets
8
Anatomy, internal estimate, scope items, inclusions, and columns.
Autocomplete
5
Run it, choose bidders and fields, correct matches, and rate results.
Suggested items
3
What suggested items are, and how to approve or dismiss them.
Pricing and leveling
6
Base bid vs leveled price, plugs, alternates, and qualifications.
Bidders
9
Upload bids, request revisions, set statuses, and hold confidentiality.
BidGrid
4
The summary page, what needs attention, sorting, and columns.
Cost codes and templates
4
CSI MasterFormat, custom code lists, and reusable templates.
Files and integrations
5
File manager, what to upload where, and setting up integrations.
Connie
6
Capabilities, limits, confirmations, and how Connie decides what to trust.
Exports and reporting
2
Export a scope sheet, a project, or a summary.
Team and notifications
5
Roles, assignments, comments, to-dos, and notification settings.
Security and privacy
1
Who can see your data.
Billing
3
Seats and plans, after the free trial, and profile settings.
Troubleshooting
10
Fixes for bids that won’t process, missing columns, and numbers that don’t add up.
Glossary
1
Every term an estimator meets in Consight, A–Z.
Still stuck after the steps? Email support@consight.ai.
Consight documentation