Bid to schedule

The estimate becomes the budget and the resource plan

ControlBoard® turns the estimator’s bid into the job’s budget and its needs, without retyping a number. Import an HCSS HeavyBid report, a B2W Estimate export or an Excel bid, map each line to a work package, and the budget and the labor, equipment and material needs are written in one step, ready to schedule.
An imported bid's lines mapped to the job's work packages before the budget is built

What you decide with it

Decisions you make with it, not after it

An imported bid's lines mapped to the job's work packages before the budget is built

Which package each bid line belongs to

Rules from earlier bids propose an activity and a cost code for each line. A person accepts or changes them, and nothing is written until it is saved.

Open needs across jobs: crews, people, equipment and material each job still needs, by priority

What the job needs on the board

Mapping writes the job’s needs by type and quantity, so open needs land on the board ready for the scheduler to fill.

Part of a job's cost page: budget, committed, cost to date and scheduled cost by cost code

Whether the job will land on budget

The budget built from the bid foots to the bid, and job cost measures cost to date and projected final against it from the first day.

How it works

How it works

  1. Import the bid

    A HeavyBid detail cost report, a B2W Estimate export or an Excel bid workbook comes in at once. A file that does not foot, prices another job or states half a scope is refused.

  2. Map lines to packages

    A package is an activity and a cost code. Mapping rules built from bids you mapped before propose the package; when two rules disagree, the line waits for a person.

  3. Build the budget and the needs

    When the last line has a package, the budget and the needs are written together. Change orders and added scope stay apart from the base scope.

  4. Re-import without losing work

    A revised bid replaces the old one in place and keeps the mapping of every line it recognises. Hand edits to the budget win.

At a glance

Bid to schedule in ControlBoard®

Facts
PlatformsWeb
What it doesImports the bid, maps its lines to work packages, and builds the budget and the needs
Who uses itEstimators, project managers and schedulers
Works withHCSS HeavyBid detail cost report; B2W Estimate; Excel bid workbooks

Updated

Common questions

Does ControlBoard import HCSS HeavyBid estimates?
Yes. ControlBoard reads the HeavyBid detail cost report and refuses a file whose lines do not add up to its printed total, so the budget always foots to the bid.
What if our estimates are in Excel?
A bid workbook in Excel comes in the same way as a HeavyBid report. Estimates from other estimating systems can be exported into the bid workbook’s shape first; ask us about yours.
Does mapping a bid in ControlBoard have to be redone on every job?
No. Once a bid is mapped, ControlBoard turns that mapping into rules that propose an activity and a cost code for each line on the next bid. A person accepts or changes them.
What does a mapped bid build in ControlBoard?
The job’s activities, its budget by cost code, and its needs for labor, equipment and material, in one step. Hand edits to the budget win, and the needs land on the schedule.

See ControlBoard® on your own jobs

A 20-minute call, then a demo built on your jobs, people and equipment. Your accounting system stays where it is.