Documents & scope
Use the Interactive Reviewer
Review detected scope directly on the contract documents and correct package assignments.
Before you begin
- A completed scope analysis
Step-by-step
Follow these steps
Open the reviewer
Open Interactive Reviewer from the project to review multiple trades, or from a scope document/package to focus on one trade.
The reviewer opens the contract sheet beside a list of detected materials and scope statements.
Navigate the relevant pages
Use the page controls to move through sheets that contain scope hits. Pages without detected results are skipped.
Select a material or scope item in the right panel to highlight its locations on the document.
Inspect a highlight
Select a highlighted location to see its trade assignment and source context.
Confirm the item, move it to another trade/package, or delete it from the review.
Finish the review
Continue until the package contains only relevant locations and assignments.
Save progress before leaving. If the scope locations changed after checklists were created, run Refresh All Checklists.