Documents & scope

Complete an Exclusivity Review

Resolve drawing scope that was assigned to more than one package before bidders see it.

Where to goProject › Exclusivity ReviewOpen ScrubPlan

Before you begin

  • Completed drawings
  • Analyzed packages with overlapping scope

Step-by-step

Follow these steps

  1. Open the review

    Select Exclusivity Review from the project. The action is unavailable until drawings exist.

    ScrubPlan may open this review automatically after Auto-Analyze when overlapping assignments are found.

  2. Review the overlap count

    The opening summary shows the number of overlapping assignments. Select a sheet to begin.

    If the summary says No scope overlaps, no exclusivity decision is required.

  3. Inspect the colored highlights

    Use the sheet controls to move through the overlap pages.

    Hover over or select a colored highlight to see the packages currently claiming that scope.

  4. Choose one owner

    Select the existing package that should keep the scope.

    Choose Other to assign it to a different created trade, or Delete from all trades when no package should contain it.

  5. Resolve every highlight

    Each completed decision removes that highlight from the unresolved list.

    Select Save Progress when leaving before completion. When all overlaps are resolved, ScrubPlan saves and exits automatically.

  6. Refresh downstream scope

    If package locations changed, run Refresh All Checklists and review the affected Bid Leveling Checklists.